Consolidate Your CRM
Into One System
Stop running customer data across HubSpot, ServiceTitan, ClickUp, QuickBooks, and a half-dozen other tools. We audit your stack, design a unified platform, migrate your data, and consolidate every redundant tool into one system — typically in 4-8 weeks.
The Problem
What Fragmented CRM Stacks Actually Cost You
The pain shows up everywhere — but the dollar value is rarely visible until someone tallies it.
Customer Data Lives in 5+ Places
Your reps work in HubSpot, your dispatchers in ServiceTitan, your finance team in QuickBooks, and your project managers in ClickUp. Each system has a different version of your customer.
Sync Failures Break Trust
Webhooks fail at 2 AM. Zapier flows quietly drop records. Your team starts double-entering data because they no longer trust the integrations.
You're Paying for Overlap
Most field service operations pay for 3-6 tools that overlap on at least one core workflow. The duplicate features are quietly costing $5K-$20K+/month.
Workflows Stall Between Tools
Every handoff between systems is a place where deals stall, jobs slip, and follow-ups vanish. Each integration is a coffin nail in the customer experience.
Our Process
Audit, Design, Migrate, Launch
A predictable, phase-by-phase consolidation that protects your data, your team, and your revenue.
Step 01
Tool & Data Audit
We catalog every active subscription, the data it owns, and every integration between them. You see total spend, total overlap, and total exposure.
Step 02
Unified Architecture Design
We design a single platform that owns the customer record, with the rest of your stack reduced to peripherals (accounting, payment, design tools where appropriate).
Step 03
Data Migration
Customer records, job history, invoices, technician profiles, and equipment data move into the new platform. We handle dedup, normalization, and historical preservation.
Step 04
Launch & Subscription Cancellation
Parallel run, training, cutover. Then we systematically cancel the redundant subscriptions. Most clients see 5-7 line items disappear from their software bill.
Measured Outcomes
What Consolidation Actually Delivers
Average results from typical CRM consolidation projects across plumbing, solar, and HVAC operations.
Year-One Average
-$96K Software · 5-7 Tools Cut
Per-seat charges, redundant subscriptions, and integration tax — all gone.
40-70%
Reduction in software spend
By eliminating overlap. Most clients cut 5-7 SaaS subscriptions in the first 90 days post-launch.
1
Source of truth
Customer record, job, invoice, technician — all live in one platform with one ID.
+92%
Cross-team visibility
Sales, dispatch, ops, and finance all working from the same record. No more 'who has the latest version'.
0
Manual handoffs
Lead to closed-job to invoice paid happens on a single timeline, no copy-paste between systems.
By Industry
CRM Consolidation Specialized for Field Service
Each industry has its own consolidation pattern. We've shipped builds across all three of our specializations.
Plumbing
ServiceTitan, Jobber, Housecall Pro, and QuickBooks consolidated into one platform.
Solar
Aurora Solar, HubSpot, Salesforce, and project tools unified — sales to PTO.
HVAC
ServiceTitan, FieldEdge, Jobber, and Successware replaced with one HVAC platform.
CRM Consolidation FAQ
Common Questions About Consolidating Your Stack
Ready to Consolidate Your Stack?
Send us a list of every SaaS tool you currently pay for. We'll audit your stack, identify the overlap, and show you a concrete consolidation plan with projected savings.