Pathways · Smart CRM Solutions

Smart CRM Solutions for Organizations & Home Service Businesses

AI-powered automation, appointment setting, and workflow systems

Designed to help businesses and organizations grow with less manual work—whether you run programs and registrations or book field jobs from inbound leads.

Built for sports organizations, nonprofits, and home service contractors including roofing, HVAC, plumbing, and remodeling.

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JP

Jamie Peterson

+1 (555) 234-8901 · SMS

SMSEmailFB MessengerActivity

Jamie Peterson · 10:03 AM

Hi! I need to register new members for the Spring Program. Can you help?

You · 10:03 AM

Hi Jamie! I can help with Spring Program registration. Can I grab each player's name and age?

Jamie Peterson · 10:04 AM

Yes, we have 18 new players for the youth league.

You · 10:05 AM

Perfect — I've added a note on Jamie's contact and tagged the Spring Program. Your team can follow up from here.

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Solutions

Smart CRM Solutions for Organizations & Home Service Businesses

AI-powered automation, appointment setting, and workflow systems designed to help businesses and organizations grow with less manual work.

Youth wrestling team group photo representing sports organizations and community programs.

Built to help your organization grow

Smart Basic CRM for Organizations

An AI-powered receptionist and CRM that manages registrations, communication, tournaments, and fundraising in one streamlined system.

Features

  • AI Receptionist & CRM
  • Program Registration System
  • Tournament Management
  • Fundraiser System
  • Bulk Messaging
  • Group Chat Management
  • Automated Follow-ups
  • Human Handoff Support

Results

  • Clear and organized communication
  • Reduced administrative workload
  • Better member and participant experience
  • Increased community engagement

Pricing

Setup

$1,200 (includes all pipelines)

Retainer

$240/month or $60/week

HVAC technician servicing commercial equipment, representing home service field operations.

Turn every lead into booked jobs

Smart Standard CRM for Home Service Business

A complete AI-powered appointment setting and workflow automation system built for home service contractors like roofing, HVAC, plumbing, and remodeling businesses.

Features

  • Appointment Setting Pipeline
  • AI Qualifying & Booking Bot
  • Automated Follow-ups
  • Google Review Requests
  • Production Scheduling System
  • Crew Management Tools
  • Custom AI Agents
  • Workflow Automation

Results

  • More booked jobs from existing leads
  • Faster response times
  • Stronger online reviews and reputation
  • Smoother scheduling and operations
  • Higher ROI from ads and lead spend

Pricing

Setup

$1,200 per pipeline

Retainer

$400/month or $100/week

Grow with AI-Powered CRM & Automation

Whether you run an organization or a home service business, Pathways helps you automate conversations, bookings, and follow-ups in one system—so your team spends less time on manual work.