CRM Integration for Home Services

Connect Your Sales, Operations and Marketing – Finally.

Keep your team, tools, and data in sync. BAAN connects your website, ads, emails, and CRM — creating one powerful marketing and sales system built for home service pros.

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GMB revenue

149% increase

SEO performance

255% increase

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Our Integration Capabilities

We Work With the Most Popular CRMs in Home Services

We integrate with tools you’re likely already using — or help you migrate to one that fits better.

Jobber
ServiceTitan
Housecall Pro
FieldEdge
FieldWorks
Zoho
Custom CRMs via API or Zapier

What Is Marketing Automation?

Marketing automation is the use of technology to automatically manage and execute marketing tasks like follow-ups, email and SMS campaigns, appointment reminders, and lead nurturing — without manual effort. It helps home service businesses save time, respond faster, and convert more leads by delivering the right message at the right time.

Let’s Connect the Dots

Why CRM Integration Matters for Local Businesses

A CRM isn’t just for storing contacts — it’s the engine that powers your sales process. But most local service businesses use disconnected systems, making it hard to track leads, follow up fast, or measure ROI.

That’s where BAAN comes in. We integrate your marketing with your CRM, so you can:

Capture and manage leads from every channel (SEO, Ads, Website, Social)
Sync appointment data, jobs, and deal stages
Build a real marketing flywheel

Automatically trigger follow-ups based on lead behavior
Track revenue back to the original source
Works with all major CRMs

Need more reasons why to integrate your CRM with marketing automation? These numbers don’t lie:

80%

of markerters who use marketing automation generate more leads

77%

of marketing automation users convert more leads to customers

76%

of businesses saw a positive ROI within one year

Automate your business now

CRM integrations to automate your home service marketing

We know that the thought of marketing automation and the technical setup is not something a small business owner like you as passionate about. And you probably don’t care about all the campaigns it could trigger, but the results should get you excited.

Customer conversion
Revenue attribution
Reputation management
Streamline operations

Automatically convert more customers on autopilot

The automation system works for one lead or 1000 leads. It’s a system that streamlines the communication – often in real-time – and therefore converts more leads into paying customer. It’s a scable solution.

Automated email and SMS based on customer interactions like filling out a form or visiting a key page.
Payment collection for certain jobs
Ongoing email marketing to nurture your lead base
Up- and Cross-Sell based on job history

Revenue attribution with your CRM integration

Attribute revenue to marketing campaigns in order to make data-driven decisions.

Revenue attribution dashboard
Sync your pipeline in real-time
Phone tracking to track online and offline conversions
Make data-driven decison to optimize social media, Google Ads, and SEO

Automatically asked for reviews

Reviews are important for your business to attract more new customers.

Once a job is completed for a new customer, ask them for a public review
Filter out negative reviews before they get published
Automatically hare positive reviews on social media

Automate your operations and elimiate admin wrok

Automate tasks to streamline the communication and avoid human error – this will free up your time, so you can focus on the jobs.

Appointment scheduling with reminders to decrease no-show rates
Automated follow ups for non-answered offers
Service updates

What Makes BAAN Different?

From Disconnected to Fully Integrated

After BAAN	Before BAAN
Leads captured and tracked from day one	Leads scattered across platforms
Follow-ups, reminders, and reviews automated	Manual data entry and follow-ups
Clear, ROI-focused reporting that drives growth	No idea which campaign actually worked

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The Right growth model for your business

Choose your SEO & marketing path

Whether you want to stay hands-on, need help implementing, or just want it off your plate — we have the right approach for your team and budget.

Full flexibility: Do-It-Yourself (DIY) with access to our technology & templates, Done-With-You (DWY) to help you implement campaigns, or Done-For-You (DFY) as a full service marketing solution.

Do-it-yourself

You Drive,
We Guide

Take full control of your marketing while using BAAN’s tools & automation. We handle the setup, and you the execution.

Perfect for businesses with in-house or external teams. Lower cost, full flexibility, and ongoing support available.

done-with-you

We Drive,
You Navigate

A hybrid approach where we set up, optimize, and implement key campaigns while you make strategic decisions. You stay involved as much as you like while we take care of the heavy lifting.

Ideal for businesses that need expert execution without fully outsourcing.

Done-For-You

We Handle
It All

Full service marketing — so you can focus on running your business. From lead generation to automation and campaign management, we take care of your entire marketing system. Best for businesses that want results without the extra workload.