Every unresponsive email or unreturned phone call is cash falling through the cracks
Without automated reminders, prospects forget or cancel at the last minute.
Chasing leads by hand means fewer on-site installs and lower revenue.
No easy system to collect five-star feedback means lower trust, fewer referrals, and a smaller web footprint.
If you’re running your entire operation on sticky notes, siloed spreadsheets, and “I’ll get to it when I can” mindsets, you’re leaving thousands on the table every month.
Imagine this: a new Facebook lead fills out a form, instantly tags them as “Ramp – Denver,” automatically sends a personalized text, drips a friendly email a day later, and pops a notification to your phone so you can call while they’re still hot.
Then, after you complete the install, the system automatically asks for a Google review—with zero extra effort. That’s not magic. That’s our Home-Safety CRM working behind the scenes.
Every web form, Facebook lead ad, phone call, and walk-in digitally funnels into one inbox.
Automated SMS + email follow-up increases your close rate by up to 40 %.
Drip reminders, voicemail drops, and one-click proposal links ensure no lead ever goes cold.
All inquiries (web, FB, phone) land in one place.
Auto-tag by niche: Ramp, Stair-Lift, Grab-Bar, Walk-In-Tub.
The moment a lead arrives, an SMS and email shoot out.
If no reply in 15 minutes, a follow-up SMS drops automatically.
Drag “New Lead” into “Book Assessment,” click “Send Proposal,” click “Mark Deposit Collected.
”Every status update triggers built-in reminders and parent-company notifications.
After “Job Completed,” a 1-click review invitation emails & texts the customer—no manual chasing.
🔹 You answer every call, drive every job, and struggle to keep up with follow-ups.
🔹 You want a simple system that captures leads automatically and reminds you when to call—without hiring extra help.
🔹 You have 2–5 techs on the road installing ramps, lifts, or tubs.
🔹 You need one place to see who’s booked, who’s pending, and who needs follow-up—so nothing falls through the cracks as your crew expands.
🔹 You know you could do more with Facebook, Google, and reviews—but right now leads slip away because you’re juggling 10 other tasks.
🔹 You want an automated “system” (rather than scattered sticky notes and spreadsheets) that actually moves the needle on revenue this month, not next year.
🔹 You’ve tried CRMs before and given up because they felt too complicated or didn’t match your workflow.
🔹 You want a plug-and-play solution that works with zero guesswork—either you do it yourself in under an hour, or we do it for you in 48 hrs.
$1 for 14 days
$99/mo
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Lead capture forms One pipeline Automated SMS & email 2-way texting Basic reporting dashboard
Step-by-step Loom videos + PDF Quick-Start Guide
Contractors comfortable clicking around dashboards who want to save money on setup labor
$1 for 14 days
$149/mo
$449 (6–8 hrs of onboarding)
Everything in DIY We import your first 250 contacts 3 custom automations built for you Branded SMS/email templates Facebook Lead Ads & GMB integration
Dedicated onboarding manager + 1-hour strategy call + full build-out
Busy owners who’d rather skip the learning curve and have a pro team launch everything in 48 hrs
Texas Ramp Works
SafeSteps Solutions
We’re so confident our CRM will pay for itself in your first install that if you don’t book at least one paying job in 30 days, email us and we’ll refund 100 % of your money—no questions asked. Plus, we’ll export all your data for free so you won’t lose a single contact.
A: No. We integrate with most popular quoting tools. Our system focuses on capturing leads, automating follow-up, and driving them to you. Once a lead is ready to book, you can send them to your existing quoting or invoicing tool.
Absolutely. Even after the $1 trial, just email support before Day 30 and we’ll cancel your subscription and refund your money. No hoops.
Not at this time. We keep things monthly so you stay flexible and never get locked into features you’re not using.
Not at all. We give you a 14-step Quick-Start Guide—complete with screenshots—and short Loom videos that walk you through every click. Most users are fully live in under an hour.
Yes. Users can import CSVs themselves in the “Contacts” tab. Premium Setup users (on next page) get a bundled import of up to 250 existing contacts at no extra charge.