CUSTOMER RELATIONSHIP MANAGEMENT
Vortex Local CRM
Organize leads, manage jobs, and grow your business with one powerful, easy-to-use CRM built for home service Local Pros.
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Tell us your trade to see how Vortex Local can help
Focus on growing your business
YOUR CENTRAL COMMAND
Always organized, always up to date
Your Customer Hub, All in One Place
Manage every lead, client, and interaction with a powerful CRM that keeps you organized and in control.
- View full customer timelines—calls, emails, bookings, invoices, and notes—at a glance.
- Instantly access contact info, communication history, and deal status to stay informed and ready.
- Customize fields, pipelines, and tags to match your business flow perfectly.
Automate Follow-Ups and Never Miss a Lead
Keep conversations moving and opportunities warm with intelligent automation.
- Trigger personalized follow-ups after form submissions, calls, or missed appointments.
- Send automated texts, emails, or voicemail drops based on lead behavior or pipeline stage.
- Use smart tags and filters to segment your contacts for targeted outreach.
Visual Pipelines That Drive Results
Track progress with easy-to-use drag-and-drop pipelines that reflect your real sales process.
- See where every lead or client stands in real time—new, contacted, quoted, closed, and more.
- Move deals forward visually and assign tasks to team members with a click.
- Forecast revenue and identify bottlenecks with intuitive reporting tools.
Work Smarter With Real-Time Alerts and Insights
Get notified when leads take action and track performance across your team.
- Know the moment a lead replies, opens an email, or books an appointment.
- Set goals, monitor KPIs, and measure campaign ROI with built-in dashboards.
- Assign leads automatically to your team based on rules like location, service type, or availability.
Trusted by 200K+ Local Pros.
Built for teams of 1 to 100+
100M+
pro jobs completed
35%
avg. pro revenue growth
8+
avg. hours saved per week
“In one year with Vortex Local, we’ve gotten a couple hundred reviews.”
KEVIN B. ┃ 123 HEAT AND AIR, INC
Additional features
Dispatching
Stay ready for anything with fast, flexible dispatching. Assign and sync your team and track jobs in real time.
Price Book
Pressure washing price book software helps you maximize profits with precise flat-rate pricing and transparent quotes.
Payments
Get paid faster and easier with full payment functionality built into every part of the platform.
Reporting
Customizable reports help you track goals, uncover insights, and turn data into actionable strategies for growth.
See how Vortex Local works for you.
Start a 14-day free trial.
Frequently asked questions
What is Vortex Local CRM?
It’s an all-in-one customer relationship management tool designed for home service businesses. Track leads, manage jobs, automate follow-ups, and keep everything organized from one platform.
How is this CRM different from others?
Vortex Local CRM is built specifically for local service pros—plumbers, HVAC techs, cleaners, contractors, and more. It’s simple, visual, and doesn’t require a tech expert to run.
Can I track leads and sales?
Yes! You can build custom pipelines, assign stages to each lead, and monitor your team’s close rates—all in one place.
Can I automate follow-ups and reminders?
Yes! The CRM includes built-in automation to send reminders, review requests, and more—based on custom triggers and timing.
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