Top 5 CRM Systems for Home Service & Local Businesses in the USA in 2025
There are many CRM systems on the market that are suitable for different types of businesses. I’ve compiled those that are specifically designed for Home Service & Local Businesses, through which you can give a quote, schedule a technician appointment, collect payments, manage calls, and perform other tasks.
In this article, I’ve analyzed the 5 best niche CRM systems. Prices, key features, as well as their advantages and disadvantages have been examined.
CRM systems
ServiceTitan
Minimum price for 1 user (per month)
Minimum price for teams (per month)
Free trial period
14 days
Workiz
Minimum price for 1 user (per month)
Minimum price for teams (per month)
Free trial period
7 days
HouseCall Pro
Minimum price for 1 user (per month)
Minimum price for teams (per month)
Free trial period
14 days
Jobber
Minimum price for 1 user (per month)
Minimum price for teams (per month)
Free trial period
14 days
ServiceMonster
Minimum price for 1 user (per month)
Minimum price for teams (per month)
Free trial period
14 days
1. ServiceTitan
A comprehensive CRM platform designed for large companies providing residential and commercial services, including plumbing. It offers advanced features for automating business processes such as scheduling, mobile invoicing, and inventory management, helping to optimize operations and increase the profitability of your business.
Key Features
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Built-in ROI analysis module for marketing campaigns (a tool that helps determine the profit generated by each advertising campaign)
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Integration with QuickBooks Online and Sage Intacct for accounting automation
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Mobile app with offline access to client data
- Inventory Management. The inventory management feature, although still in beta, is already quite effective for managing projects related to stock. You can add materials from the price list to invoices or estimates with minimal effort.
- Schedule Engine. This feature allows you to take customer calls when dispatchers are unavailable and capture leads from your website. Enabling chat on the site helps transmit information to the call center for further processing.
- Trip Analyzer. The feature analyzes the time each technician spends between calls, helping to optimize routes and work distribution among employees. This allows dispatchers to assign technicians to tasks based on their location and efficiency.
Pricing for ServiceTitan
This CRM offers a personalized price for each business upon request after filling out a short form.
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Deep integration with the Google ecosystem
It allows for automating lead generation through Google Local Services, Google Business Profile, and analyzing the effectiveness of advertising campaigns linked to ROI. For businesses struggling with website SEO optimization, this compensates for weak search rankings. Integration with Google Ads is available through the Zapier service. -
Seasonal load analytics forecast
The system analyzes historical data and predicts peak load periods, helping to optimize staff schedules. This is crucial when the flow of orders is unstable. -
Multi-level reporting
The owner receives detailed data on:-
Customer acquisition cost (CAC)
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LTV of repeat orders
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Crew route efficiency
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- API Integration
ServiceTitan offers excellent integration with various platforms, allowing easy data transfer to Excel or Google Sheets. For example, the system can be integrated with Data Cube to create dashboards displaying sales and employee performance. - Customizable dashboards
The dashboards in ServiceTitan can be tailored to the unique needs of the business. You can use standard dashboards for a quick data overview or create personalized ones to track key metrics, such as customer revenue or marketing program results. - Marketing Pro module
This tool provides a cash flow and service booking funnel. It helps compare income over different periods and track the effectiveness of various marketing campaigns, including direct mail and email marketing. - Call integration
The ServiceTitan system allows integrating calls with clients, displaying them in the CRM, and enabling direct scheduling of meetings from the system. All calls made through ServiceTitan are recorded for subsequent analysis and staff training. - Customer portal
Clients can view invoices, projects, permits, and payment statuses. They can also book services or ask questions through the portal.
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For a company with 1-3 employees, the system may be excessive, but with plans to expand the staff to 5-10 people, its capabilities for managing entire teams and analyzing KPIs become indispensable.
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Tablet required
The app is not optimized for use on phones, requiring employees to use tablets due to the small font size. This may be inconvenient for those who prefer working with mobile devices.
2. Workiz
A CRM system designed for small and medium-sized businesses providing field services, including plumbing. The platform offers tools for scheduling management, tracking requests, invoicing, and accepting payments, helping to efficiently organize operations and improve customer interactions.
Pricing
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Automation of routine operations
Reduces the time spent on processing requests through:-
Drag-and-drop scheduler with calendar synchronization
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SMS notification templates for clients
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Batch creation of quotes
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- Flexible pricing structure
The free plan (30 orders/month) is suitable for testing the system, while the standard plan ($225) includes 5 users. - Built-in communication module
Allows making calls and sending messages to clients directly from the CRM interface, eliminating the need to switch between applications.Tasks or leads can be easily added directly from calls or messages.
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Mobile app
Allows filtering tasks by statuses such as submitted, in progress, canceled, completed, and pending approval.
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Mobile app stability issues
Some users report weekly crashes that require rebooting the system. -
Limited analytics
The lack of detailed reports on lead sources makes it difficult to evaluate the effectiveness of marketing channels. -
Unable to edit customer information in bulk.
3. Housecall Pro
A cloud-based CRM system designed for small and medium-sized service companies, including plumbing services. The platform provides real-time planning tools, customer management, and coordination of mobile staff, helping to optimize operations and improve customer service quality.
Key Features
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Easy creation of estimates with the ability to instantly send them to clients
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Analytics dashboard with order source tracking
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Employee rating system based on reviews
Pricing
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Economic efficiency
The pricing plans cover basic needs:-
Customer database management
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Sending electronic invoices
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Simple task scheduling
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Flexible payment system
Support for PayPal and Stripe allows clients to pay for services online, reducing the collection period to 24 hours.
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- Mobile analytics
The owner can track business KPIs through the app, including:- Average ticket value
- Percentage of repeat customers
- Employee workload
- Limited customization
It is impossible to adapt the interface to the specifics of plumbing services without API integration. - Risk of data loss
The lack of real-time backup functionality increases the vulnerability of information.
4. Jobber
A cloud-based CRM platform designed for automating and managing operations in companies providing home services, such as plumbing. The system includes features for scheduling, invoicing, and customer management, which helps improve efficiency and enhance customer service.
Key Features
The platform stands out for:
- A flexible online booking system through Google Local Services (Google Guarantee)
- Automated SMS notifications for clients
- Built-in analysis of work costs and service profitability
For a company with 3 employees, the Essentials plan ($189/month) covers 95% of needs, including managing repeat orders — a key factor in increasing LTV. The 14-day trial period allows you to test the functionality risk-free.
Pricing
- Intuitive Interface
For owners without a technical background, the system offers:- Visual scheduling planning
- Automatic generation of work checklists
- Report templates for clients
- Integration with CallRail
Real-time call tracking helps analyze the conversion of advertising campaigns, which is crucial when managing a budget, such as $1,000/month for Google Ads. - Simple Interface
A user-friendly and intuitive interface, which is important for users with varying levels of experience. - Client Portal
Each client has a personalized dashboard where they can track invoice and estimate statuses, check payment statuses, and request changes. - Flexible Client Communication
Ability to set up email reminders, confirmations, and enable/disable notifications for each client. - Lead Management
Leads from the website are centrally collected in one place, making it easier to process requests. - Route Optimization
A tool for planning the most efficient routes for staff. - Mobile App
An easy-to-use app that allows flexible management of field visits. - Customer Support
All pricing plans include personal support, ensuring that any issues are resolved.
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Limits of the Basic Plan
The Essentials plan ($189/month) is required for access to the API and integration with accounting systems, which increases costs.
A video on how to use Jobber in plumbing and HVAC businesses:
5. ServiceMonster
ServiceMonster is a specialized CRM platform designed for companies providing home services, including plumbing. The system helps manage the customer database, automate marketing campaigns, and improve customer service, contributing to business growth and increasing repeat orders.
Key Features
The system is deeply focused on:
- In-depth analytics of customer interaction chains
- Automation of email marketing for repeat sales
- Integration with equipment for generating smart reports
Pricing
- Advanced email marketing
Automated email sequences for:- Service maintenance reminders
- Collecting reviews after work completion
- Promoting seasonal offers
- In-depth customer experience analytics
The system evaluates NPS (Net Promoter Score) and identifies bottlenecks in the service.
- Learning curve
It takes 20-30 hours of training to fully master the functionality.
A video on how to start using ServiceMonster:
Conclusion
- Housecall Pro Essentials ($189/month) — optimal for teams of up to 5 people, offering the best balance of price and functionality with integration of CallRail and Google Ads.
- Workiz — with a free plan available, it is an excellent service for starting in the Home Service and Local Business sectors.
- Jobber Connect ($119/month) — ideal for focused lead management on a limited budget.
- ServiceTitan — recommended for plans to scale up to 10+ employees with an annual revenue of over $500,000.
When choosing a CRM, it is crucial to conduct a 2-week test in real business conditions, tracking key metrics: response time to requests, repeat order percentage, and average time to complete jobs. This will help avoid financial losses and accurately assess the tool’s ROI.
Saveliy Kamenev
Marketing specialist at Lira Agency. I create useful and engaging content for the audience. In my free time, I explore marketing, psychology, and new growth opportunities.
