Take Control of Your Leads and Clients With Powerful CRM & Pipelines

Easily track, manage, and convert leads with a streamlined system built for service businesses.

CRM workflow cycle showing Google reviews, website lead capture, online booking, service delivery, and invoicing for home service businesses.

Keep Every Conversation in One Place

Stop bouncing between emails, texts, and social media messages. Funnel Surge consolidates all your customer interactions into a single, unified inbox so you can respond quickly, stay organized, and never lose track of a lead.

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Illustration of a relaxed woman sleeping while automated email and SMS messages connect between devices, symbolizing effortless follow-up campaigns running in the background.

Illustration of a drip campaign flowchart guiding a smiling man toward a booking calendar, representing automated marketing sequences that nurture leads and drive appointment scheduling.

Visual Sales Pipelines for Total Clarity

See exactly where each lead is in your sales process at a glance.

Drag-and-drop pipeline stages for easy updates.

Customize stages to match your exact workflow.

Instantly identify bottlenecks and focus your team’s efforts where they matter most.

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Turn Leads Into Paying Customers

Automated follow-ups, reminders, and nurture sequences help move leads through your pipeline without manual chasing.

Set automated actions as leads change stages.

Schedule personalized messages to keep prospects engaged.

Reduce missed opportunities and close deals faster.

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Build Stronger Relationships

A robust CRM helps you understand each customer’s history and preferences.

Access detailed contact records and notes.

Track communication history and service interactions.

Personalize outreach to boost satisfaction and loyalty.

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Designed for Service Businesses

Unlike generic CRMs, Funnel Surge is built specifically for service-based businesses

Tailored for local services, contractors, and home improvement professionals.

Simple enough to get started quickly, powerful enough to scale as you grow.

Built-in integrations with your website, forms, and booking tools.

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One Dashboard, One Source of Truth

All your sales and customer data in one centralized place.

No more scattered spreadsheets or disconnected tools.

Get actionable insights on performance and revenue.

Keep your team aligned and working smarter.

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Customer Reviews

"Funnel surge has been a game changer for my small business. I would highly recommend Funnel Surge for all of your CRM needs!"

Chase

Handyman
Franklin, TN

“Funnel Surge completely transformed our business! The setup process was quick and easy, and the templates saved us so much time. Our new website looks professional, and the automation features have streamlined our operations. We've already seen an increase in customer engagement and positive reviews. Highly recommend their services!”

Alex

HVAC Contractor

Memphis, TN

"Moving my CRM to Funnel Surge has been the best decision I have made for my business in a long time. The systems and customer care are outstanding. I highly recommend Funnel Surge to anyone looking to take their business to the next level."

Miley

Realtor

Brentwood, TN

1. SIGN UP OR

START YOUR FREE TRIAL

Begin your journey by creating an account or starting a free trial. Choose the package that best fits your needs and gain access to our expertly designed templates and tools.

2. FOLLOW THE

GETTING STARTED GUIDE

Quickly set up your account by completing the essential fields in the backend. This ensures your Website Templates, Email, and SMS templates are automatically branded and ready to work seamlessly for your business.

3. FINALIZE ONBOARDING WITH OUR TEAM

Connect your website domain, review workflows, and address any questions during a quick session with our team. We'll make sure your new website and system are optimized for success.