Standalone system

Customer Growth System

Customer Growth revisits eligible unsold estimates, schedules maintenance follow up, requests reviews and referrals at approved moments, and runs seasonal win back campaigns.

Updated 28 August 2026

What it is built to do

Recover eligible value from estimates and customer records already held by the contractor.

Included capabilities

  • Unsold estimate recovery
  • Maintenance follow up
  • Review requests
  • Referral requests
  • Seasonal win back campaigns

What the system uses

  • Eligible CRM records
  • Estimate and service history
  • Consent and communication eligibility
  • Approved timing and campaign rules
  • Service and maintenance context

What the operation receives

  • Approved follow up messages
  • Requalified opportunities
  • Booked next steps
  • Updated CRM status
  • Human handoff where required

Operating boundaries

  • Activated contacts means contacts selected for outreach in a month, not the total database size
  • Historical context must come from real business records
  • Campaigns follow client-approved eligibility, consent and timing rules

Public pricing

$397 per month for the first 12 months, normally $597 per month. Founding implementation is $375, normally $750.

Up to 500 activated contacts per month. Additional usage: $125 per additional 500 activated contacts.