Stop Losing Lead Data in the
Black Hole—Get One Source of Truth
Complete CRM integration that syncs every call, text, email, and appointment in real time. No manual data entry. No scattered information. Just complete customer history flowing directly into your system.
Your leads and customer interactions are happening across phone calls, texts, chats, emails, and booking forms. ProNexis captures everything and syncs it automatically to your CRM—giving you full funnel visibility and complete pipeline control.
Data Scattered Across Multiple Systems Is
Killing Your Conversion Rates
Lead Data Disappears Into the Void
A lead calls. Your agent takes notes on paper or in a separate system. The appointment gets booked in Google Calendar. The customer texts a follow-up question. Each interaction lives in a different place. No one has the complete picture.
Manual Data Entry Wastes Time and Creates Errors
Your team spends hours every week manually entering call notes, appointment details, and customer information into your CRM. Typos happen. Fields get skipped. Data gets lost. Revenue opportunities slip away because information wasn’t properly logged.
No Visibility Into the Complete Customer Journey
Marketing says they sent 100 leads. Sales says they only received 80. Where did 20 leads go? Without complete CRM integration, you have no idea where leads are getting lost or why conversions aren’t happening.
Can’t Track ROI by Lead Source
You’re spending money on HomeAdvisor, Thumbtack, Google Ads, and Facebook. But which sources actually convert into paying customers? Without proper data sync, you’re guessing at marketing ROI instead of knowing it.
Inconsistent Information Across Locations
Franchise systems struggle most. Each franchisee uses the CRM differently (if at all). Corporate has no visibility into lead handling. Some locations track everything. Others track nothing. Your brand data is a mess.
Research shows: Companies with proper CRM integration see 29% increase in sales, 34% improvement in customer retention, and 42% increase in forecast accuracy. Yet 63% of home service businesses still rely on manual data entry or disconnected systems.
One Platform. Every Interaction. Complete Customer Data Platform Visibility.
ProNexis delivers complete CRM integration that automatically syncs every customer interaction—calls, texts, chats, emails, appointments, and dispositions—directly into your existing CRM in real time. No manual entry. No data loss. Just complete, accurate customer history flowing seamlessly into your system.
Real-Time Data Sync
Every interaction syncs to your CRM instantly, not at end-of-day batch uploads. When an agent finishes a call, the notes are already in your CRM. When an appointment books, it’s in your calendar immediately.
20+ Native CRM Integrations
We integrate with all major home service CRMs: Salesforce, HubSpot, Pipedrive, ServiceTitan, JobNimbus, Jobber, Housecall Pro, and 15+ more. If you use it, we probably connect to it.
Complete Interaction History
Every phone call (with recordings), SMS thread, chat transcript, email, appointment, and agent note flows into your CRM. Complete customer timeline in one place.
Custom Integration Available
Don’t see your CRM on our list? We build custom integrations and our API team can connect ProNexis to virtually any system.
Google Calendar as Default Option
For businesses without a CRM or those not ready for full integration, we default to Google Calendar for appointments plus email summaries of customer information. Low-friction entry point.
Bidirectional Sync
Data doesn’t just flow from ProNexis to your CRM—it goes both ways. When you update a customer record in your CRM, ProNexis agents see that information immediately.
Everything Flows to Your CRM—No Manual Entry Required
Call Data
- Call recordings – Full audio files attached to customer record
- Call transcripts – Text transcriptions for searchability
- Call duration – Length of each conversation
- Call outcome – Disposition codes (interested, not interested, callback, booked, etc.)
- Agent notes – Everything discussed during the call
- Timestamp – Exact date/time of interaction
Form Submissions & Digital Leads
- Lead source – Where the lead came from (HomeAdvisor, website, Facebook, etc.)
- Form data – All fields submitted by the customer
- Lead score – Quality rating assigned by system
- Routing history – Which agent received the lead and when
SMS/Text Conversations
- Full message threads – Complete back-and-forth conversation history
- Sent and received – Everything both parties said
- Timestamps – When each message was sent
- Media attachments – Photos or files shared via text
Chat Transcripts
- Website chat conversations – Complete dialogue from live chat
- Mobile app chats – In-app messaging history
- Chat duration – Length of conversation
- Resolution status – Issue resolved or escalated
Appointment Data
- Scheduled appointments – Date, time, location
- Service type – What service was booked
- Appointment status – Confirmed, pending, completed, cancelled
- Confirmation responses – Customer replies to reminders
- Reschedule history – Changes to original appointment
Disposition Codes & Outcomes
- Every contact attempt – Categorized by outcome
- Lead status – Interested, callback scheduled, not interested, wrong number, booked
- Follow-up requirements – Next action needed
- Win/loss data – Did we book the appointment or lose the lead?
Agent Activity
- Agent name – Who handled the interaction
- Handle time – How long the agent worked on the lead
- Quality scores – Call monitoring ratings
- Performance metrics – Agent-specific conversion data
Native Integration With 20+ Popular CRMs (And Custom Options for Everything Else)
Enterprise CRMs
Full Sales Cloud and Service Cloud integration
Contacts, deals, and pipeline sync
Complete CRM and ERP integration
Lead management and pipeline tracking
Home Service-Specific CRMs
Industry-leading home service CRM integration
Job scheduling and customer management
Field service management platform
HVAC/plumbing-focused CRM
Roofing and exterior contractor CRM
Mobile-first field service management
Home service business management
Complete business operations platform
General Business CRMs
Sales pipeline management
CRM and marketing automation
Work operating system with CRM
Google Workspace-native CRM
Project-centric CRM
Google Calendar Alternative
Not Ready for Full CRM Integration? We can default to Google Calendar for appointment scheduling plus email summaries of lead information.
Simple, free, and gets you started immediately.
Why Complete CRM Integration Transforms Home Service Operations
No More Manual Data Entry
Your team stops wasting hours typing call notes and customer details into your CRM. Everything syncs automatically. Time saved = more selling time.
Complete Customer History
Every agent sees the full customer timeline before picking up the phone. Previous calls, texts, appointments, and notes—all in one place. Better conversations. Higher conversions.
Full Funnel Visibility
Track every lead from first contact to booked appointment to completed job. See exactly where leads drop off and why. Optimize your pipeline with real data.
Accurate Marketing ROI
Know which lead sources actually convert. HomeAdvisor vs. Google Ads vs. referrals—see real conversion rates and cost per acquisition by source. Cut wasted spend.
Automated Workflows & Triggers
Set up CRM workflows that trigger automatically: “If appointment booked → send confirmation email” or “If lead goes cold → add to reactivation campaign.”
Franchise-Level Reporting
Corporate sees performance across all franchise locations. Identify top performers and struggling locations. Make data-driven decisions about support and resources.
Better Forecasting
With complete data, your sales forecasts become accurate. Know exactly how many leads you need to hit revenue targets based on real conversion data.
Compliance & Audit Trail
Every customer interaction is logged with timestamps and recordings. Perfect for compliance requirements, dispute resolution, and quality assurance.
Enterprise-Grade Security for Your Customer Data
- SOC 2 Type II Certified ProNexis is SOC 2 Type II certified, meaning our data handling, security controls, and operational processes meet the highest industry standards.
- Encrypted Data Transfer All data syncing between ProNexis and your CRM uses industry-standard encryption (TLS 1.2+). Customer information is protected in transit and at rest.
- GDPR & CCPA Compliant We follow data privacy regulations including GDPR (European data protection) and CCPA (California consumer privacy). Customer data is handled with strict privacy controls.
- Regular Security Audits Third-party security firms audit our systems regularly to ensure ongoing compliance and identify any vulnerabilities before they become issues.
- Role-Based Access Controls Within ProNexis, only authorized personnel have access to customer data. Agents see only the information relevant to their role.
- Data Backup & Redundancy Customer data is backed up continuously with geographic redundancy. In the unlikely event of system failure, your data is safe and recoverable.
Frequently Asked Questions About CRM Integration
How long does integration setup take?
Most integrations are live within 7-10 days from kickoff. Custom integrations for non-standard CRMs take 4-6 weeks.
Will this work with our existing CRM?
We have native integration with 20+ popular CRMs. If yours isn’t on our list, we can build a custom integration or default to Google Calendar as a simple alternative.
Do we need to change our CRM workflows?
No. We map Pronexis data into your existing CRM structure. You continue using your CRM exactly as you do now—just with automatic data flowing in.
Is our customer data secure during transfer?
Yes. All data syncs via encrypted API connections (TLS 1.2+). Pronexis is SOC 2 Type II certified with regular third-party security audits.
Can we customize which data syncs to our CRM?
Absolutely. During setup, you choose which Pronexis data fields map to which CRM fields. Full customization based on your needs.
What happens if we change CRMs in the future?
We’ll disconnect from your old CRM and integrate with your new one. The process is the same as initial setup—typically 7-10 days.
Do all our agents need CRM training?
Your agents don’t need to do anything differently. Data syncs automatically behind the scenes. They just use your CRM as normal—it now has complete information.
Can we integrate with multiple systems?
Yes. Pronexis can sync to your CRM, your dispatch software, and your calendar simultaneously. All systems stay in sync in real time.
How much does custom integration cost?
Custom integrations for CRMs not on our native list cost $7,000-$10,000 depending on complexity. Includes full development, testing, training, and support.
What if something goes wrong with the integration?
Our support team monitors all integrations and gets alerts if sync fails. We resolve issues quickly, usually within hours. You’re never left without support.
Stop Losing Lead Data—Get Complete CRM Integration Today
ProNexis delivers complete CRM integration that captures every call, text, chat, email, and appointment automatically. Real-time sync. Zero manual entry. Complete customer history in one place.
Get a free lead response audit and we’ll show you exactly where your current system is losing data—and how much revenue visibility you’re missing.