Home services

CRM for home services businesses

Whether you do building and landscape design, cleaning and maintenance, contracting work or system and installation repair, Ontraport’s all-in-one platform will power your marketing and streamline your operations so you can spend more time working with customers.

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Ontraport’s all-in-one home services software is ideal for these business types:
Ontraport’s all-in-one home services software is ideal for these business types:
These home services businesses thrive with Ontraport
A CRM that will last you forever
“If your business is successful and it grows, the depth of Ontraport's features will mean that you've got a CRM that will last you forever.”
I could do more with Ontraport
⭐⭐⭐⭐⭐ “I moved from ActiveCampaign to Ontraport because I could do more in Ontraport … I canceled all my other services — web hosting, course hosting, and email hosting; and am now using Ontraport … One of the best features of Ontraport for a newbie is your ability to get up and going quickly. They have pre-made templates that ask you questions and based on your answers, create the webpages, emails, and full automation, and include your logo. Totally awesome! And totally customizable afterward to your needs.”
Best investment we have made
“The return on investment with Ontraport is huge. We are a sales and service organization for water conditioning systems. We mostly deal with homeowners. The automated messaging and task management is the best investment we have made in our company. Humans make errors. Ontraport ensures that my clients get a consistent experience and our referrals prove it. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system setup to ensure that our clients' balls never get dropped.”
John Naylor
Firewize

Pam Pierce
Home Worry Free

Eric Foronjy
Hague Quality Water International

Start the path to scaling today with Ontraport
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These home services businesses thrive with Ontraport
A CRM that will last you forever
“If your business is successful and it grows, the depth of Ontraport's features will mean that you've got a CRM that will last you forever.”
John Naylor
Firewize

I could do more with Ontraport
⭐⭐⭐⭐⭐ “I moved from ActiveCampaign to Ontraport because I could do more in Ontraport … I canceled all my other services — web hosting, course hosting, and email hosting; and am now using Ontraport … One of the best features of Ontraport for a newbie is your ability to get up and going quickly. They have pre-made templates that ask you questions and based on your answers, create the webpages, emails, and full automation, and include your logo. Totally awesome! And totally customizable afterward to your needs.”
Pam Pierce
Home Worry Free

Best investment we have made
“The return on investment with Ontraport is huge. We are a sales and service organization for water conditioning systems. We mostly deal with homeowners. The automated messaging and task management is the best investment we have made in our company. Humans make errors. Ontraport ensures that my clients get a consistent experience and our referrals prove it. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system setup to ensure that our clients' balls never get dropped.”
Eric Foronjy
Hague Quality Water International

Start the path to scaling today with Ontraport
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Why use Ontraport?
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The problem
Running your home services business with other platforms
You’ll need to:
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String together an assortment of tools to market your business
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Spend time going back-and-forth with emails and texts to handle bookings, reminders and follow-ups
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Hire a developer to set up and maintain your membership, portal and all their required integrations with custom coding
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The solution
Running your home services business with Ontraport
You’ll have:
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A marketing automation system that powers your entire customer lifecycle with no integrations
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A platform that handles your bookings, reminders and follow-ups automatically
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Prebuilt assets and a visual drag-and-drop interface so you can create a membership and portal intuitively without hiring a developer
Marketing automation
Bring in more customers with less effort
Stand out from your competitors with highly personalized marketing
Get more leads from your website
Create a standout website using professionally designed home service website templates, and add native forms to capture new lead information that you can use to follow up.
Send automated email and SMS campaigns
Stay in touch with your leads with a newsletter, special offers and more — all timed to perfection and targeted based on each person’s interests.
See what’s working and optimize it
Use extensive marketing tracking and reporting to see which emails, pages and campaigns are bringing in the most conversions so you can put more of your ad budget toward them.
Let the automation handle it!
“Ontraport is pretty much unlimited in capabilities. They have amazing automation and marketing. This means that you should be able to scale without going into overload — let the automation handle it!”
Pam Pierce
Home Worry Free
Start the path to scaling today with Ontraport
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Start the path to scaling today with Ontraport 
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Sales automation + CRM
Take the hassle out of booking appointments
Ontraport handles your booking process, reminders and follow-ups so you can focus on time with customers.
Screenshot of the Calendar feature in Ontraport overlayed on top of people sitting at a table smiling. Screenshot of the Calendar feature in Ontraport overlayed on top of people sitting at a table smiling.
Let customers book themselves
Take the back-and-forth out of your scheduling experience, and give clients the power to book on their own time.
An image of Task inside of the Ontraport app overlayed on top of 2 people sitting down looking at a tablet. An image of Task inside of the Ontraport app overlayed on top of 2 people sitting down looking at a tablet.
Send automated reminders
Drastically reduce no-shows by sending automated email and SMS reminders leading up to each consultation or service appointment.
An image of a message element from an Automation in the Ontraport app An image of a message element from an Automation in the Ontraport app
Never drop the ball on follow-up
Set up automated messages to go out at the perfect time, whether it's a pre-consultation intake form, a list of next steps, or a personal "thanks for choosing me for your repair needs.”
The sky's the limit with this platform
“Before Ontraport, we would forget to call back clients when things got busy or hectic. We would field hundreds of calls per year with simple questions that could have been eliminated by sending out an email on the day of service. There are several CRM solutions in my industry. I met with each and every one of them looking for a perfect solution. There wasn't one. Ontraport has handled all the functionality I was looking for beautifully. … I feel like the sky's the limit with this platform.”
Eric Foronjy
Hague Quality Water International
Ready for a smoother booking process?
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Ready for a smoother booking process?
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CMS
A central hub for you and your customers
Manage service appointments, contracts, messages, notes, customer history and more — all with no integrations — in your Ontraport customer portal.
Screenshot of an automation map in the Ontraport app Screenshot of an automation map in the Ontraport app
Give customers control
Your customers will have complete access to request service, update their own contact info, adjust payment information and more — all from their own portal.
Example of a landing page built in the Ontraport app Example of a landing page built in the Ontraport app
Stay organized
Give yourself one central login where you can reply to messages, upload documents, add customer notes and view your entire history with a customer. No more searching through your inbox, phone and file folders to pull up the right info.
Examples of feedback forms created in the Ontraport app Examples of feedback forms created in the Ontraport app
Customize your portal
With Ontraport’s prebuilt apps, you can install powerful add-ons like two-way messaging and ‘my account’ in just a few clicks. No coding and no tech savvy needed.
This home services business streamlined customer communications with Ontraport
“Business before Ontraport was lots of little pieces of paper. Little notes everywhere and lots and lots of phone calls that seemed to be coming from the same person or people multiple times. It was just inefficient. After 10 years of basically hearing the same thing from three different people, everybody got tired of it. There's gotta be a better way to do our inner-office communications. And then came Ontraport. Now this is giving us an excellent source of leverage, so we actually spend more time strategizing and working on the business, rather than just working in the business all the time."
Eric Foronjy
Hague Quality Water International

What makes Ontraport different?

Ontraport is built to move you past the small business stage

Manage everything in one place

Ontraport manages all your home service business’s needs, including your marketing, online booking, customer portal and beyond.

A team that has your back

We’ll work with you to make a plan for your success with Ontraport, and we’re available 7 days a week for anything you need.

A platform that grows with you

No matter how big you grow, Ontraport has the features and infrastructure you’ll need. You won’t have to switch again.

Customize without code

With Ontraport, you have the flexibility to customize everything to your business model — without needing to become a tech expert or hire a developer.
Ready to grow with software built to fuel your growth?
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Start free trial
Ready to grow with software built to fuel your growth?
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Not sure if Ontraport is right for you? Book a call with our team.
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💡Tip: During your call, ask us about a preloaded account with everything for your home service business already built in — we’re happy to set you up with one!
  Frequently asked questions  
Is Ontraport for my type of home services business?

All types of home service businesses thrive with Ontraport. In fact, it’s a top choice for building and landscape designers, cleaning and maintenance companies, contractors, systems and installation repair companies and more.

Click here to learn more about what Ontraport can do for your specific business type.

I’ve been in the home services industry for a long time — Is Ontraport for scaling?

Ontraport is the home service software to use when you’re ready to take your business to the next level. Whether your growth has stagnated or you’re simply ready to push the gas, Ontraport will get you systemized and scaled in no time. You can start with our done-for-you systems or build anything you can dream up with our highly customizable platform.

I’m just starting out my home service business — Is it too soon for me to use Ontraport?

If you’re new to the home service industry, Ontraport is the perfect CRM for home services businesses that want to get up and running quickly. Our prebuilt marketing, membership and business systems make it easy to get started without hiring an expert. Ontraport will be there as you grow and continue to evolve your business — you won’t have to migrate to other tools or add on integrations.

What if I’m already using other home services management software for my business?

Most businesses use some other home services software before they upgrade to Ontraport. It’s a common tale: You start with one tool and, over time, keep adding more and more until you realize you need an all-in-one system that can handle your growth.

Ontraport integrates with almost everything, so you’ll be able to run Ontraport alongside your existing systems for as long as you need.

What kind of features should I be looking for in home service software?

When shopping for home service software, you’ll want to take your entire business into account — not just the marketing, just the sales or just the customer management side of things.

Whether you choose Ontraport or not, we recommend making sure your CRM and email marketing software includes the following features, at the very least:

  • A website or landing page builder with home services website templates to share your business with the world online
  • A system for capturing leads and sending marketing emails
  • A home service scheduling software for handling your bookings and follow-ups
  • A contact management system to keep track of clients and prospects
  • A payment processing tool to collect orders and charge credit cards
  • A membership site component to launch a members-only community

As your business grows, you’ll probably need more sophisticated tools than standalone email marketing or website software. With everything running in Ontraport, you’ll have all you need now and in the future — all under one roof so you won’t have to switch platforms as your business scales.

How much does Ontraport cost?

To start, it’s free for 14 days. If you decide Ontraport is right for you, you can create a plan that fits your home service business’s needs. Your plan is month-to-month with no long-term contracts required, and you can cancel any time.

From the founder

Hey there,

I know that growing a business is tough.

In fact, I started Ontraport when I was deep in the struggle with one of my early startups. I knew I needed software to systemize and scale my operations. But at the time, I only had two choices: expensive, complicated software suites meant for corporations or one-trick-pony apps that only did part of the job.

There was nothing just right for small and medium-sized businesses.

Nearly 20 years later, Ontraport has filled that gap, having supported thousands of businesses in scaling beyond their wildest dreams.

Sure, there are plenty of other business platforms out there. But Ontraport is the only one with the right combination of advanced features and ease of use.

And we’re more than just a software tool. We’re a team of people who actually care about your success. We know you didn’t get into business to deal with software all day, but instead to share your passion. We’re here to make that happen.

I hope you’ll give Ontraport a try and let me know what you think. Sign up for a free trial here.

Landon Ray
Founder and CEO

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