1
Custom CRM
Enquiries, estimates and jobs stay in one place.
RenoXperts · Exterior renovations
From first enquiry to finished job. One connected system.
RenoXperts was managing leads in spreadsheets and from memory. We built their website, automated the first call, and brought enquiries, quotes and jobs into one custom CRM, so the team can see who needs attention and what happens next.
- Website enquiries flow straight into the CRM.
- Calls, notes and next steps stay with each job.
- Source and service reports show where business comes from.
renoxpertsgroup.com
Interactive demo · Fictional data
Step inside the system we built.
Follow an enquiry from its first call to the job, payments and follow-up.
All people, projects and numbers in this demo are fictional.
RenovationXperts CRM
Demo team
Today
Speed-to-lead, tasks and pipeline health
New leads to call
3
Waiting on a first call
Overdue tasks
4
Past their due date
Due today
5
Calls, quotes, payments
Quotes awaiting reply
3
$29,200 + HST
Reactivation queue
3
Lost or parked
New leads to call
3- Not contacted yetEavestrough · Google Ads
- Not contacted yetWindows & Doors · Referral
- Not contacted yetSoffit & Fascia · Organic
Overdue tasks · Due today
- YesterdayFirst call: soffit enquiryNot contacted yet
- 2d overdueBook estimate visitContacted 3d ago
- 4d overdueSecond follow-up callNo contact 6d
- 3d overdueFollow up on roof quoteNo contact 8d
- TodayFirst call: eavestrough enquiryNot contacted yet
- TodayFirst call: door and windowsNot contacted yet
- TodayConfirm estimate timeContacted 4d ago
Pipeline health
- New3
- Contacted3
- Estimate Booked2
- Quote Sent3
- Projects in Progress4
- Completed3
Smart Client Notifications
5 open- No follow-up since lead came inAvery Quinn has not heard from you in 6 days
- Estimate discussed, time TBDSingh estimate discussed, no time booked
- Active job needs a next-step check-inOrtiz install is in week 2, check in on next steps
- Payment milestone needs attentionMorgan deposit not recorded yet
- Estimate discussed, time TBDWalker may be comparing roof quotes
The problem
Leads were coming in, but they were getting lost.
Leads cooled before anyone called
Without a system, new inquiries sat for hours. By the time someone followed up, the homeowner had already moved on.
Ads spent money without a working funnel
Google Ads were running, but the setup was broken, landing pages were disorganized, and nothing tracked back to actual leads.
Everything lived in spreadsheets and memory
Jobs, prospects, and follow-ups were tracked by hand. There were no stages, no handoffs, and no reliable source of truth.
The approach
One package they own, instead of another vendor fix.
Rather than patching one piece at a time, we built a single system around the lead-to-job workflow: capture, call, estimate, and track.
- Spreadsheet lead tracking
- Delayed manual follow-up
- Broken ad setup
- Disorganized vendor website
- One system
What we built
Four systems, one workflow.
2
AI phone system
The first call, summary and next step stay with the enquiry.
3
Website + landing pages
Service pages turn visits into estimate requests.
4
Ads + tracking
See the source, campaign and page behind each enquiry.
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Related services:Custom CRM developmentWorkflow automation
This case study describes work performed by SkillGroup. SkillGroup is independent and not affiliated with or endorsed by RenoXperts. Company and product names are the property of their respective owners.