Unlock Growth with Pipedrive Automation for Home Businesses
Running a home services business—whether it’s HVAC, plumbing, solar, or roofing—comes with endless moving parts. But what if your CRM could manage those moving parts for you? Enter the Form-to-Funnel™ CRM Engine, powered by Pipedrive, JustCall, and PandaDoc.
At The Prairie Group, we’ve developed a done-for-you system tailored specifically for small businesses in the home services market. This is more than a CRM—it’s a full automation engine that captures leads, automates calls and follow-ups, and streamlines proposals.
You get a fully configured CRM setup, sales automation with JustCall, and auto-generated proposals using PandaDoc. No guesswork. No tech overwhelm. Just a system that works.
This blog explains how our Pipedrive automation funnel helps home service teams save time, close more deals, and grow faster.
Why Home Services Teams Struggle with Sales Follow-Up
If your leads are slipping through the cracks, it’s likely because your current tools weren’t built with your workflow in mind. You’re juggling phone calls, emails, site visits, and estimates—while trying to remember who to follow up with next.
Our Form-to-Funnel™ system eliminates that guesswork. Every lead gets captured. Every call is logged through JustCall. Every follow-up is automated. Every quote gets sent via PandaDoc. Every deal moves forward.
What You Get With Our Sales Automation Stack
- Full CRM configuration tailored to your business model (Pipedrive)
- Lead capture from forms, calls, and web inquiries
- Integrated phone and SMS outreach using JustCall
- Auto-send proposals, quotes, and contracts with PandaDoc
- Pre-built pipelines, email sequences, and automations
- Support for quoting, tracking, and scheduling jobs
This isn’t a generic install. We build it around your services and your goals.
Let’s Get to Work
If you’re ready to stop chasing leads and start closing more jobs, book a free strategy call today.
