Lead capture & unified inbox
Calls, texts, web forms, Facebook, Instagram and Google messages in one thread per customer.
CRM Solutions
Never lose a lead again.
A custom CRM built for your trade. Every call, text, lead, estimate and review in one place — set up and run by Packeze, so you can stay on the job.
Hear the AI receptionist now: (832) 501-1555
Unified Inbox
Missed-Call Text Back
Booking & Reminders
Reviews & Reputation
Watch · 43 seconds
What a lead looks like inside the CRM.
A roofing example, start to finish: the lead arrives, the AI answers, the job moves through the pipeline, and the outcomes are counted.
- Title
- Every lead, captured
- The AI receptionist answers
- The job moves itself forward
- The outcomes, handled
- Set up, trained and run by Packeze
Built for your trade
One CRM. Ten trades. Zero generic setups.
A roofer and a dog walker don't run the same business, so they shouldn't run the same software. Pick your industry to see the pipeline, automations and tools we load on day one.
Roofing CRM
A CRM that fills the calendar the day after the storm.
Also loaded on day one
- Door-knock QR lead form for canvassers
- Insurance claim + supplement tracking
- Financing link on every estimate
Your pipeline
- New lead
- Inspection booked
- Estimate sent
- Insurance / approval
- Job scheduled
- Complete + review
Automations that run for you
Storm alert texts
When hail hits a zip code you serve, past customers get a text offering a free inspection within the hour.
Missed-call text back
Every missed call gets an instant text so the homeowner doesn't dial the next roofer on Google.
Estimate follow-up
Automatic nudges at day 1, 3 and 7 until the estimate is signed or marked lost.
Review at job close
Marks the job done, asks for a Google review, reminds once at 48 hours.
Free lead-leak check
How much are missed calls costing you?
Most trades miss around a third of inbound calls while on a job. About 80% of those callers won't leave a voicemail — they call the next name on Google. Plug in your numbers.
$
Assumes 4.3 weeks a month and that missed-call text back recovers 4 in 10 callers — a typical result, not a guarantee.
Your estimate
- Revenue lost per month
- $12,384
- Recovered with text back
- $4,954
- Recovered per year
- $59,443
That's the payback on a Growth plan in the first month.
What's included
Everything your CRM should do.
We build it, load your trade's template, connect your phone and Google listing, and train your team. You get one app on your phone that runs the front office.
Missed-call text back
Can't pick up? The caller gets a text within seconds so they don't ring the next company.
Pipeline & job tracking
Every job on a board, from first call to paid invoice. See what's stuck and what's worth chasing.
Online booking & reminders
Customers book from your site or a text link. Automatic reminders cut no-shows.
Estimates, invoices & payments
Send a quote by text, collect a deposit by card, and chase unpaid invoices automatically.
Reviews & reputation
Ask every happy customer for a Google review at the right moment, and reply to all of them.
24/7 AI receptionist
Answers after hours, qualifies the caller and books the appointment onto your calendar.
Reporting that makes sense
Leads, booked jobs, revenue and review count on one screen. A monthly summary in your inbox.
How it works
Live in two weeks.
You don't build it. You don't learn it. You show up to a 45-minute training and start using it.
1
15-minute call
A short call on how you get leads, who answers the phone, and where jobs fall through.
2
We build it
Your trade's template, your pipeline stages, your phone number and Google listing connected.
3
Launch & train
One session for the office, one for the crew. App on every phone before you hang up.
4
We keep it running
Mon–Fri support, a weekly live call, and new automations as your business changes. A Texas-based human, not a ticket queue.
Pricing
Simple monthly plans.
No per-user fees. Unlimited contacts. Month to month after the first 90 days — or commit to 6 months and we waive the setup fee. Texting and calling minutes billed at cost.
Draft pricing · subject to confirmation
Launch
Stop losing the leads you already get.
$297 /mo
+ $499 one-time setup · free on a 6-month plan
- Unified inbox (calls, texts, web, social)
- Missed-call text back
- Your trade's pipeline template
- Online booking + reminders
- Automatic Google review requests
- Mobile app for the whole team
- Mon–Fri support + weekly live call
Growth
Follow up on every quote, automatically.
$497 /mo
+ $699 one-time setup · free on a 6-month plan
- Everything in Launch
- Estimate & quote follow-up sequences
- Seasonal & win-back campaigns
- Invoicing, deposits & card payments
- Landing page or website hosting
- Social post scheduler (FB, IG, Google)
- Monthly performance report
Pro
Never miss a call, day or night.
$697 /mo
+ $899 one-time setup · free on a 6-month plan
- Everything in Growth
- 24/7 AI phone receptionist (500 min/mo included)
- AI chat on your website & socials
- Business listings sync (50+ sites)
- AI review replies
- Monthly AI & automation check-in
- Quarterly strategy review
Add-ons
Bolt onto any plan. The AI receptionist is for Launch and Growth — it's already in Pro.
AI receptionist
$197/mo · 300 min included
Listings sync
$49/mo
Extra website
$15/mo hosting
Support
You're not buying software. You're buying someone who has your back.
Most trades who sign up for a CRM on their own stop using it inside 60 days. Ours comes with the people who keep it working and keep you using it.
Business-hours support
Monday to Friday, 9 to 5 in your time zone. Text, email or chat your dedicated support line and reach someone who knows your account. Not a ticket queue, not a bot.
Monthly live CRM call
A 30 to 45 minute group session every week. Bring your questions, get anything that's stuck fixed on the spot, and see new features before anyone else.
Monthly AI check-in
A short email each month on how your AI receptionist and automations performed: calls answered after hours, texts sent, inspections booked, reviews earned.
Support is included in the monthly price. No per-ticket fees, no support tiers.
Why Packeze
Software is easy. Someone who sets it up and answers the phone is not.
You could sign up for a CRM yourself. Most trades do, and most stop using it within 60 days. We make it stick.
Built for your trade
Roofing pipelines, not "Deal Stage 1". We've done the setup so you don't stare at a blank screen.
A human to call
Mon–Fri, 9 to 5 your time, plus a weekly live call. Texas-based support that knows your account. Not a ticket queue, not a chatbot.
Works with your marketing
Leads from your LED truck, signs, ads and website all land in the same inbox and the same pipeline.
Numbers you'll read
Calls answered, jobs booked, reviews earned, revenue won. One page, once a month.
FAQ
Common questions
Straight answers on setup, cost, and what happens to your existing customer list.
An enterprise CRM platform used by over a million businesses, white-labelled and configured by Packeze. You get the Packeze app, Packeze support and Packeze pricing. If you ever leave, your contacts and job history export to a spreadsheet in one click.
No. We forward your existing number, or port it in if you'd rather. Calls still ring your cell — the CRM just logs them and texts back the ones you miss.
Yes. A spreadsheet, QuickBooks export, Jobber, Housecall Pro, or your phone's contacts. Past customers are your cheapest leads — the first campaign we run is usually a reactivation text to them.
Billed at cost, roughly a penny per text and two cents a minute. A typical single-crew business spends $20–40 a month. The AI receptionist comes with minutes included — 500 a month on Pro, 300 on the add-on — and extra minutes are 25 cents each.
As many as you like, on every plan. Office staff, crew leads, a bookkeeper — each gets their own login and only sees what you allow.
Two ways to start. Month to month after a 90-day minimum, with a one-time setup fee that covers the build, data import and training. Or commit to 6 months and we waive the setup fee completely — if you leave before the 6 months are up, the setup fee becomes due.
Every plan includes business-hours support, Monday to Friday, 9 to 5 in your time zone, through a dedicated line, plus a weekly live CRM call where you can ask anything and see what's new. Pro clients also get a monthly email on how their AI receptionist and automations performed. Support is part of the monthly price.
Ready to grow?
Answer every lead. Book more jobs.
Tell us your trade and how you get leads today. We'll show you the exact setup on a 15-minute call — no pitch deck.
Or email salesrep@packeze.com · Try the AI receptionist any time: (832) 501-1555