It reads your book
Connect once and it imports your leads, estimates, and job history. The originals stay exactly as they are.
Day oneCRM Intelligence
Your CRM is full of jobs you already paid to find.
Connect your CRM once. From then on it watches your whole book: old estimates worth a second call, past customers due for the next job, quotes that went quiet. Your team gets a ranked call list with the reason next to every name.
Nothing gets migrated or overwritten. Your CRM stays your CRM.
Your bookWho to call first
SampleCall firstOld estimatesPast customers
KMOld estimate: $18,400Quoted 14 months ago
92priority
- Hail since you quoted
- Roof now in replacement range
- Same owner, still there
ARPast customer: gutters dueRoof done 9 years ago
84priority
THQuiet quote: $9,700Went quiet after the estimate
79priority
Found money
Your CRM already holds years of customers, quotes, and calls. That’s not history. That’s inventory.CRM Intelligence watches it for you. When a roof gets older, a storm rolls through, or a home changes hands, someone in your book becomes worth a call, and your team knows exactly why.
How it finds the money
Every “not now” expires. Be the first call when it does.
Roofs get older. Storms roll through. Homes change hands. CRM Intelligence takes what your CRM already knows and adds what changed, so every call has a real reason behind it.
What your CRM knows
- 01Who asked, and when
- 02What they said last
- 03What you quoted or built
- 04Which rep had it
What changed since
- 01The roof got older
- 02A storm rolled through
- 03The home changed hands
- 04The next job came due
What your team getsWho to call firstWhy nowWhat to sayWhat it’s worth
Nothing breaks
A messy CRM is normal. The money is still in there.
Connect it once and CRM Intelligence handles the mess. It reads your book, skips the records that are not worth a call, and never touches the original data.
- Reads years of leads, estimates, and jobs in one pass
- Sorts out duplicates, dead numbers, and homes that sold
- Skips anyone who said no, moved away, or just had work done
- Shows you how many names are actually worth a call
- Puts the reason next to every name before your team dials
- Leaves what happens next up to you: who calls, when, and what gets noted
Connection check5 checks
✓Your recordsRead, never rewrittenSafe
✓Job historyEstimates and outcomes imported as they areReady
!Contact infoStale numbers flagged, not guessedFlagged
✓Property matchRoof age and storms matched by addressReady
⌁Changes to your CRMOff until you turn them onYour call
Sample layout. Yours shows your CRM, your records, your numbers.
Who gets called first
Old does not mean dead. Some of these are your best jobs.
Two leads from the same month can be worlds apart. One roof took hail last spring. One home just sold. CRM Intelligence sorts that out so your team calls the money first.
| Who they are | Why they are worth a call now | The call to make | Who gets skipped |
|---|---|---|---|
| Old replacement estimate | The roof is older, a storm came through, or the “not now” has run out. | Your rep calls with the old estimate in hand and a new reason to talk. | Anyone who said no, went with someone else, sold the home, or already replaced it. |
| Past customer | Due for maintenance, gutters, or a storm check. Or the roof is aging toward the next one. | A friendly check-in from the company that did their roof. | Recent jobs, open complaints, warranty work in progress, or anyone who said not to call. |
| Never reached | They asked for help once and never heard back. Same owner, same roof, older now. | A quick call or text that owns the miss and offers to pick it back up. | Dead numbers, renters, duplicates, or anyone with no real reason for a call. |
| Small repair job | That fix was a while ago. The roof kept aging the whole time. | Offer a fresh inspection before the next leak shows up. | Repairs finished recently, or homes that changed hands. |
You stay in control
Your CRM stays your CRM. Nothing moves without you.
No migration, no duplicates, no mystery records. CRM Intelligence works alongside the system you already run, and every change is one you chose.
Works with JobNimbus, AccuLynx, HubSpot, Pipedrive, and most other CRMs, through a direct connection or a simple export. What we can read depends on your provider and plan.
Your data stays yours
Your customer list took years to build. It stays yours.
CRM Intelligence reads only what it needs, keeps it locked down, and never turns your book into someone else’s product.
Your login stays locked down
CRM access is encrypted and limited to exactly what the connection needs. Nothing more.
Your records stay untouched
It reads and ranks. It never rewrites your history or muddies where a record came from.
Nothing changes without you
Updates back into your CRM start off. Turn them on when you have seen it work.
Straight answers
CRM Intelligence questions, answered straight
Where does CRM Intelligence look first?
The money closest to the surface: old replacement estimates that never closed, past customers coming due for the next job, and quotes that went quiet for a timing reason. You get a short list worth calling, not a blast to your whole database.
Do we need to migrate away from our current CRM?
No. Connect the CRM you already use and keep working the way you work. Nothing gets migrated. Nothing gets overwritten. Your CRM stays your CRM.
Will it change my CRM records?
Not unless you say so. It reads your book, builds the call list, and leaves your records alone. If you want notes and outcomes pushed back in later, you turn that on, and you decide exactly what it can touch.
How does it decide who to call first?
It starts with what you already know: the estimate, the last conversation, the job history. Then it adds what changed since. The roof got older, a storm rolled through, the home changed hands. Every name comes with a reason and the dollars behind it.
Can you promise a specific amount of found money?
No, and be careful with anyone who does. What we can show you is how much quoted work is sitting in your own book and who is worth a call this week. What actually closes depends on your records, your market, and your team's follow-through.
Free 15-minute demo
Before you buy another lead, see what you already own.
In 15 minutes we’ll show you how CRM Intelligence turns old estimates and past customers into a ranked call list, with the reason and the dollars next to every name.