Pivot TrueCRM

Pivot True Growth Engine

The CRM built for service businesses.

Track every lead, organize your contacts, and move deals across a pipeline you can actually see. Stay on top of every follow-up and know exactly how the business is doing. One login. No spreadsheets.

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see every deal move across your pipeline
PipelineThis week

Leads

Bluepeak Hotel
Everleaf Spa

Qualified

Maplewell Hotel$3.2k
Ironwood Gym

Won

Made for how service businesses actually run

Most CRMs are built for software sales teams with big quotas and long demos. You win work differently: answer fast, follow up, do great work, and turn one job into the next one. This is built for that.

A missed call is a missed job

Every lead is captured and tracked the second it lands, so none slip through the cracks.

Repeat work pays the bills

Track recurring customers, renewals, and churn so your steady revenue keeps climbing.

Follow-ups, handled

Tasks and reminders keep every lead and customer moving, no sticky notes required.

Your whole team in sync

Shared contacts, notes, and pipeline, so anyone can pick up right where another left off.

Everything in one place

Everything a CRM should do

The everyday tools your business runs on, all in one place and easy to use from day one. No add-ons to buy, no setup project required.

Contacts & companies

Every customer, lead, and job in one organized place, with the full history a click away.

Visual pipeline

Drag deals through your stages so you always know what is coming in and what is about to close.

Deal tracking

Value, stage, and owner on every opportunity, from the first call all the way to paid.

Tasks & reminders

Assign tasks, set due dates, and check them off so no follow-up ever slips through.

Calendar & scheduling

Book meetings and see your week without leaving the CRM or juggling another tab.

Notes & activity log

Calls, emails, and notes recorded on every contact, so the whole story stays in one place.

Take a look around

More of what it does for you

Automation

Follow-up that runs itself

Write a sequence once, and every new lead gets nudged at just the right moments until they answer. That lead you meant to call back on Tuesday? Already followed up with. Twice.

  • Unlimited sequences & steps
  • Emails land at the right time of day
  • Stops the moment they reply
New-lead follow-upActive
  • Day 1 · Intro emailSent
  • Wait 2 daysAuto
  • Day 3 · Pricing emailOpened
  • AI replies in your voiceCall booked

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Spend less time chasing, more time on the job

Set it up in a couple of minutes. Your contacts, pipeline, and follow-ups working together from day one.

Built for home and field services, agencies, and consultants. Anyone who wins work by following up.