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CRM Integration for Contractors.

Click → contact → close, traced and routed, with the source attached the whole way.

Where attribution is created — and closed.

For contractors, the win is a booked estimate that becomes a signed job — not a vanity lead count. The hard part is knowing which channel actually produced the work.

The fog forms in the handoff between marketing and sales. We wire that seam shut: leads are routed and tracked from the first click through to the closed deal, with the source attached the entire way.

We integrate across the CRMs you already run — Dazos, HubSpot, Salesforce — so the report leadership trusts is the one your team actually uses.

Everything in the engagement.

  • CRM build, cleanup, and lead routing
  • Click-to-close attribution pipeline
  • Channel and source tagging
  • Leadership-ready dashboards
  • Revenue reconciliation by source

It closes the loop, not just the gap.

This is the loop. CRM integration is what lets every other service report against real outcomes instead of proxy metrics.

Source-attributed
every closed deal traced to the dollar that produced it

Bring your worst-performing campaign. We’ll diagnose it.

30-minute fit call with a senior strategist. No deck required. We’ll show you exactly where your attribution breaks — and what we’d do about it.

HIPAA-safe · 9 years in behavioral health · Every dollar tracked, or we fix it