WEBSITES + FOLLOW-UP + CRM

Your website should do more than look good.

Cresa Systems connects your website, incoming leads, and follow-up in one simple system—so you can respond faster and keep opportunities from slipping through the cracks.

Explore the System

No long commitments. No bloated software. Built specifically for local service businesses.

The Connected Workflow

How inquiries move through a Cresa System

Designed for speed & clarity
01

Visitor

A homeowner or client visits your service page seeking help.

Fast mobile experience
02

Inquiry

They submit a simple form with exact job details and location.

Clean instant notification
03

Follow-UpCore

Prompt confirmation confirms you received it and sets expectations.

Zero forgotten requests
04

Conversation

You reply by phone or message right from your mobile app on the road.

All notes in one thread
05

Customer

The job is agreed upon, scheduled, and later followed by a review prompt.

Smooth customer journey
Note: Every business is different; the goal of the workflow is speed, reliability, and clear communication—giving you the highest chance to earn each client.
The Reality of Running a Service Business

The lead isn't always the problem. What happens next is.

When you're dedicated to doing great field work, you can't be chained to a desk. These relatable bottlenecks happen in every growing trade and service business.

Lost at the front door

Someone visits your site, but cannot quickly request help.

They want a straightforward quote or callback for a plumbing, electrical, or roofing issue. If finding the right form or phone number takes more than a few seconds, they click the back button and call the next contractor.

Cost: Lost quote opportunities without realizing it
Uncaptured moment

A customer calls while you're on a job or driving.

You're under a sink, on a roof, or in transit. The phone rings, goes to voicemail, and rarely gets a message left because the homeowner just taps the next business on Google Maps.

Cost: Lost quote opportunities without realizing it
Delayed response

An inquiry comes in, but nobody follows up promptly.

After a busy 10-hour day, replying to morning emails is tiring. By the time someone reaches out late afternoon, the customer has already scheduled someone else.

Cost: Lost quote opportunities without realizing it
Fragmented notes

Customer conversations are scattered across texts, email, and paper notes.

One homeowner texted your personal cell, another emailed the info address, and another left a voicemail. Details get mixed up and jobs get delayed.

Cost: Lost quote opportunities without realizing it

The takeaway: You don't necessarily need 10x more traffic. You need a system that captures, organizes, and responds to the people already reaching out.

The Cresa Architecture

One connected system for the moments that matter.

Instead of stitching together five different subscriptions that don't speak to each other, Cresa delivers the core pieces as a unified operating system.

Part 01The Storefront

Website

Gives customers a clear path to contact you.

Fast-loading, clean layout built with modern typography and easy mobile navigation. Clearly articulates your services, service areas, and direct ways to request help.

Integrated directly into your workflow
Part 02The Intake

Lead capture

Collects the details you need to respond.

Tailored inquiry forms that ask the right questions—service type, address, timeline—so you don't waste time going back and forth just to understand the job.

Integrated directly into your workflow
Part 03The Safety Net

Follow-up

Helps you respond promptly to new inquiries.

Sends an immediate, polite confirmation to the customer so they know they've been heard, while alerting you or your dispatcher on your mobile phone instantly.

Integrated directly into your workflow
Part 04Reputation Growth

Reviews

Makes it easier to request feedback from customers.

After a job is finished, trigger an effortless feedback link via text or email. Consistent reviews build the local trust that powers your next month of business.

Integrated directly into your workflow
Part 05Field Visibility

Mobile access

Lets you see and manage conversations while you're away from your desk.

View every inquiry, message thread, and customer history on one clean phone app. Reply while sitting in your truck without sharing your personal cell number.

Integrated directly into your workflow
Optional CapabilityRequires Phone Setup

Missed-Call Text-Back

Saves customers when you're physically unable to answer.

If someone calls your designated business line and you miss it, the system can automatically text them: “Hi, this is [Business Name]. We're currently on a job. How can we help you today?”

*Not active by default. We configure this only if your business requests dedicated phone routing.
A Thoughtful, Guided Process

How it works.

We handle the technical heavy lifting so you don't have to fiddle with code, integrations, or complex settings.

01
Diagnostic & Discovery

We learn how customers currently find and contact you.

We review your current website (if you have one), your phone setup, where your leads come from, and how you currently respond when someone reaches out.

Outcome: Identifies lost opportunities and communication friction points.
02
Design & Assembly

We build and connect the parts your business needs.

We design your high-converting website, configure tailored inquiry forms, connect notification routes to your phone, and test every step end-to-end.

Outcome: You approve the look, wording, and lead routing before launch.
03
Hands-on Handover

You get a clear view of new inquiries and a process to follow up.

We walk you through your mobile interface, verify your notifications, and ensure you feel completely confident managing incoming jobs without technical headaches.

Outcome: Guided onboarding so you and your crew are ready from day one.
We take the time to set up your system properly according to your specific trade and service area, ensuring everything functions reliably before you ever receive live customer inquiries.
The Practical Value

Built around your business, not a pile of disconnected tools.

Most small businesses don't need more complex software. They need their existing tools to work as one reliable system so nothing falls through the cracks.

Clear Customer Journey

From the first click on Google or a referral link to submitting a request, customers experience zero confusion. They know what you do, where you operate, and how to reach you immediately.

Fewer Manual Tasks

Eliminate the mental exhaustion of trying to remember who called at 10 AM while you were loading materials. The system records contact details and sends initial notifications automatically.

Total Inbound Visibility

One mobile screen tells you: new inquiries today, who needs a quote, and who is awaiting scheduled work. No guessing or digging through text message archives.

Traditional Disconnected Way vs. The Cresa System
OldA website that simply sits online like a static brochure
CresaA website built to route inquiries straight into follow-up actions
OldPaying 4-6 different software tools that don't talk to each other
CresaOne connected setup where customer inquiries and texts live together
OldManual texting after long job days from personal phone numbers
CresaInstant automated receipt acknowledgment + clean mobile inbox for replies
OldWondering which marketing channel or referral created each lead
CresaClear visibility into every incoming opportunity and its status
Clear Answers

Frequently Asked Questions

Straightforward answers to the common questions service business owners ask.

Not necessarily. During our review, we examine your existing site. If the design and structure are solid, we can connect our lead capture and follow-up tools directly to what you have. If the site is outdated, slow on mobile, or hard for visitors to navigate, we'll recommend a clean new build.
Take The Next Step

Let's find the gaps between your first inquiry and your next customer.

We'll look at how leads reach you today and show you what a connected system could look like for your business.

No long-term contractsClear setup guidanceTailored for trades & service pros