CRM & Pipeline Automation
Stop losing jobs to bad follow-up. We build automated pipelines that nurture every lead from first contact to five-star review.
Leads are falling through the cracks and costing you thousands
Problem 1
48% of restoration companies have no formal follow-up process. Leads come in, someone maybe calls back, and if the homeowner doesn't answer, the lead dies. That's $5,000-$15,000 jobs evaporating daily.
Problem 2
Your team is juggling sticky notes, spreadsheets, and memory. Without a system, leads get lost between estimating, scheduling, and invoicing. Every handoff is a chance for something to fall through.
Problem 3
No visibility into your pipeline means you can't forecast revenue, identify bottlenecks, or hold your team accountable. You're running a six or seven-figure business on gut feel.
Problem 4
Manual data entry eats 5-10 hours per week of your team's time. That's time they could spend closing jobs, running inspections, or managing projects.
A restoration-specific pipeline that runs itself
Automated Pipeline Stages
Custom pipeline stages built for restoration workflows: New Lead, Contacted, Inspection Scheduled, Estimate Sent, Job Sold, In Progress, Completed, Review Requested. Leads move automatically based on triggers.
Multi-Touch Follow-Up Sequences
Automated text, email, and voicemail follow-ups at every stage. New leads get 7 touches in 7 days. Stale estimates get re-engagement sequences. No lead goes cold without a fight.
Smart Task Assignment
Automatically assign tasks to the right team member based on job type, location, and capacity. Estimators get inspection reminders. Project managers get job start alerts. Owners get daily pipeline summaries.
Real-Time Reporting Dashboard
See your entire pipeline at a glance: leads by source, conversion rates by stage, revenue forecast, team performance. Data updated in real time, accessible from any device.
Two-Way CRM Sync
Syncs with JobNimbus, Xactimate, QuickBooks, and your accounting tools. No more double entry. Update a job status in one place and it updates everywhere.
Automated Review Generation
After job completion, automatically request Google reviews via text with a direct link. Our clients average 3-5x more reviews within the first 90 days.
Want this for your business?
Book a 15-min callHow It Works
Map Your Workflow
We document your current process from lead intake to job completion, identify where leads drop off, and design an optimized pipeline with clear stages and ownership at every step.
Build & Integrate
We set up your CRM, build automation workflows, create follow-up sequences, and integrate with your existing tools. Everything is customized to your team size and service offerings.
Train Your Team
Hands-on training for your team so they actually use the system. We make it simple: minimal clicks, mobile-friendly, and focused on the actions that move the needle.
Monitor & Improve
Monthly pipeline reviews to identify bottlenecks, optimize sequences, and adjust automations. We track conversion rates at every stage and continuously improve performance.
"Before Onyx, I had no idea how many leads we were dropping. Turns out it was a lot. Within the first month, we closed 6 jobs that would have died in our old system. The pipeline paid for itself in the first week."
Brandon Keely
Owner, Summit Restoration Group
CRM & Pipeline Automation in Your Market
Before we talk.
We primarily build on GoHighLevel for restoration companies because of its all-in-one capabilities: CRM, automation, texting, email, reviews, and reporting in one platform. If you already have a CRM you love, we can often build automations on top of it instead.
That's exactly who we build for. Our pipelines are designed with minimal clicks and maximum automation. If your team can use a smartphone, they can use this system. We also provide ongoing support for the first 90 days.
Most CRM and pipeline setups are fully built and live within 2-3 weeks. That includes workflow mapping, system build, integrations, and team training. Complex multi-location setups may take 4-6 weeks.
Absolutely. We build specific pipeline stages for insurance jobs: claim filed, adjuster meeting scheduled, supplement submitted, approved, work authorized. Each stage has its own automations and follow-up sequences.
We migrate your existing contacts, leads, and job history into the new system. Nothing gets lost. We also clean and de-duplicate your data during migration so you start fresh with a clean database.
Related Services
See it working in your market.
15-minute call. We'll show you exactly how many leads you're losing and what it looks like when the system is running.