CRM for Service Businesses

Built for how service companies actually work

Leads come in from calls, ads and your website. Jobs get scheduled, technicians get dispatched, money gets collected, and somewhere in that chain, things fall through cracks. We built Yam CRM after years of running dispatch for home-service businesses, because the generic CRMs weren't built for this.

What's inside

• Job board. Every lead and job on one board: status, source, appointment, technician and amount.
• Technician dispatch. Jobs go out to your techs' WhatsApp groups; closures and payments come back and are recorded automatically.
• Customer messaging. Appointment confirmations, on-my-way updates and follow-ups by SMS/WhatsApp, with one conversation per customer.
• Follow-up radar. Estimates and unanswered leads resurface automatically instead of dying in a notebook.
• Reports. Daily and weekly numbers per technician, per source, per city: closed jobs, revenue, percentages.
• AI phone receptionist (optional). An AI answers your line, books the appointment, and the lead lands directly in the CRM inbox.

For clients and for your own business

Marketing clients of ours get the CRM connected to their campaigns, so you see which ad spend became which closed job. Already a client? Log in here. Interested in the CRM for your company? Talk to us and we'll show you a live system.