Winner CES 2026 · ISE 2026 · TMCnet 2026

AI CRM for Home Services. The home service CRM nobody has to type into.

AI CRM is a home service CRM that fills itself from your calls, chats, e-mails and web forms: every homeowner, tenant and property manager on one record with the whole story. A replacement quote request opens a deal that moves as the homeowner acts, and the AI shows who is ready to buy.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI CRM · Contacts & Leads

Home service CRM: everyone who called, chatted or filled a form, with their source and status, real Zanus AI screen

Contacts & Leads

Everyone who leaves a name with a phone or an e-mail on any channel lands here with their source and status, and imported lists wait apart.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Add a field for the system's install year on every homeowner.”

Lisa“New contact field: Install year, a number, shown on every homeowner's record and filled by your team. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Home Services use it

The owner sorts by ready to buy and sees which homeowners opened their replacement quote or replied this week.

Before calling back a plan member, the CSR asks Lisa for a brief and reads one page: what was asked, sent and still open.

The managers of one property management company, all writing from the same domain, are grouped into one company record by themselves.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Every person and company qualified from the conversations, health score with its WHY, gauges, photo, LinkedIn; nothing typed by your staff
Deals with stages, probability and expected close, created and moved by the events themselves: lead qualified → demo → quote → won
Tasks and to-dos assigned to your people, from the AI or by hand, with reminders; calls, meetings and notes logged on the record
Your own fields on contacts, companies and deals; saved views; tags and segments; record ownership
Pipeline forecast weighted by probability; win / loss review; "ask your pipeline" in plain language
Basic contacts and companies stay in every Front Office, this item adds the qualification, the pipeline and the forecast

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI CRM does, for every business ›

Works withAI Phone AI Webchat AI Web Forms AI Demo AI Quoting AI Booking AI Follow-up AI Tickets AI Returns & Warranty AI Calls Transcripts AI Marketing

Without typing

What a home service CRM should do without being asked

Most CRM tools wait for someone to type. AI CRM is CRM software fed by the Front Office itself, so the customer details arrive with every call, chat, mail and form.

Every caller becomes a contact

A name with a phone number or an e-mail, given on a call, a chat, a form or a mail, becomes a contact with its source on the row.

One record per customer

Calls, quotes, bookings, deals and tasks of each homeowner sit on one timeline, newest first, for whoever picks up the phone next.

Deals that keep themselves

A quote or a demo request opens the deal, and it moves forward when the homeowner opens the quote, watches the demo or pays.

A brief before every callback

Brief me writes one page from the story: who the homeowner is, what they asked, what was sent and what to say on the callback.

Residential and commercial

CRM for home services: homeowners, tenants and property managers

Home service providers sell to more than homeowners: tenants, landlords, builders and the managers of whole buildings each get the record their kind of business needs.

Kinds of contact you name

Homeowner, tenant, landlord, property manager, builder or realtor: you set the kinds your business needs, and each person can carry several.

Companies built for you

Managers of the same management company, writing from one verified domain, are grouped into a single account with their deals and tasks.

Fields of your own

Add a system type, an install year or a plan level as text, a number, a date or a choice, on contacts, companies and deals.

The empty chair

When nobody at a property management company has yet talked to the person who signs off, the company's health line says so, and your team knows whom to reach before the quote.

Contact management

Contact management and customer data for home service businesses

Customer management without a typist: every one of your customer records is written by the calls, chats, mails and forms themselves, and your office decides who may take the list out.

Found in one search

Tabs keep end customers, resellers, the import review, the blacklist and the companies apart, and the toolbar finds anyone by name, e-mail, company or source.

Checked before you call

The AI verifies an e-mail without sending anything, visits the website a commercial lead gave and scores the budget and the buyer type; you can overrule each verdict.

Written in their hours

The time zone comes from the country, so the AI's e-mails wait for 7:00 to 19:00 at the customer's end, and the notes you add to a contact are read before every e-mail it writes.

Exports for managers only

Exports of customer data are for Managers only, and each one is logged with its author, so your customer list never leaves the office unseen.

When a homeowner goes quiet

Ask Lisa which quoted replacements have been silent for a week; the list comes back with each contact's health and the plan that is running for them.

Repeat business remembered

When a plan member calls about the next repair, the call lands on the record you already have, so the CSR sees past bookings, quotes and notes, and repeat business starts from what the office knows.

Replacement sales

Home services CRM pipeline from estimate to won

The reporting tools sit with the deals: the weighted forecast blends each stage's chance with the homeowner's health score, and the win-loss report shows where replacement sales slow.

A board by stage

New, Qualified, Demo, Quoted, Negotiation, Won and Lost, as a board or a list, filtered by the comfort advisor who owns each deal.

The forecast above it

Open replacement deals and a weighted forecast sit above the board, each amount counted by its chance of closing.

Every move written

The stage history keeps when a deal moved, who moved it and why, so the owner can read the story of a lost replacement.

Why deals stall

The win-loss report reads the amounts, the lost reasons and the days spent in each stage, showing where replacement quotes stop moving.

Compare

A spreadsheet, a CRM you fill in, or the best CRM for home service business

CRM solutions differ most in who does the typing; here is how home service businesses manage customers with each of the three over a normal week.

What the office needs	A spreadsheet	A CRM you fill in	AI CRM
New callers	Typed in when someone remembers	Typed by a CSR after the call	Added by themselves:: every caller, chat and form with its source
Open replacement quotes	A tab nobody updates	Updated if the advisor logs it	Moving on their own:: the deal follows the homeowner's opens and payments
Before a callback	Search the inbox	Read the notes someone left	One-page brief:: what was asked, what was sent and what to say next
Commercial accounts	One row per company	Linked by hand	Grouped by domain:: the managers of one company in one account
Who is ready to buy	A guess	A report to build	Sorted for you:: buying signals of the last fourteen days, with the reason

2 minutes

Set up your home service CRM in 2 minutes

One CRM platform for the whole office, ready from the first call: there are no columns to map on day one, and Lisa changes the settings while you talk.

Nothing to migrate

From the first call, chat, form or mail that gives a name, the homeowner is on the list; an old CSV waits in Import review.

Name your kinds

Tell Lisa the kinds of contact and the trades you serve; she fills the settings and shows the change before you apply it.

Keep or rename the stages

Use the deal stages as shipped or rename them for your replacement sales, and add the fields your office needs.

Read the first week

Run the 7-day free trial on your own customers, with no credit card, and read every contact it captured and every replacement deal it opened.

Questions & answers

Home service CRM: frequently asked questions before you switch

What is the best CRM for a home service business?

The one your office never has to feed. For home service businesses looking for a CRM, that means every caller, chat and form captured with its source, replacement quotes tracked as deals, follow-ups written from the customer's story and one price for the whole company. AI CRM does all four, and the trial runs on your own customers.

What is the difference between a CRM and field service management software?

A CRM keeps your customers and the conversations around a job: who called, what was quoted, what is still open. Field service management software dispatches crews, runs work orders and invoices the job. AI CRM is the front-office side; it does not dispatch trucks.

Is a home service CRM worth it for a two-truck company?

Yes, when nobody has to type into it. Unlike CRM software that waits for a typist, this record writes itself from calls, chats, e-mails and forms, so even a small shop sees who called, what they asked and which quotes are open, without a spreadsheet on the office computer.

Can the CRM track property managers and HOAs as accounts?

Yes. People who write from the same verified business domain become one company record by themselves, with their people, deals, tasks and conversations together. You can edit a company, merge two records and add fields of your own.

Does AI CRM work as CRM software for tracking home service history?

For the customer side, yes. The conversations, quotes, bookings and tasks of every customer sit on one timeline, newest first, and you can add fields of your own such as the system type or the install year. Before a return visit, ask Lisa for a brief and she reads that history back in one page. Work orders and equipment records stay in your field-service system.

Can a home service CRM record phone calls?

With AI Phone added, every call the AI answers lands on the homeowner's timeline, and with call recording switched on each one keeps its recording and transcript. Recording is off as shipped; the calls your CSRs take are written too when you add AI Calls Transcripts.

How does the CRM know who is ready to buy a replacement?

Each contact carries a health score from 0 to 100 with its reason, and ready to buy sorts the people who opened a quote, watched a demo or replied in the last fourteen days, with the reason under each name, so your comfort advisor calls the warmest homeowners first.

Who decides that a replacement deal is lost?

A person. The AI opens deals and moves them forward as the homeowner acts, but it never moves one back or marks it lost; lost asks for the reason, and the win-loss report shows where your replacement sales stall.

Can we import our old customer list?

Yes, from a CSV file. Imported customers wait in Import review until you accept them one by one and are never called by the AI on their own, so an old list does not start anything by surprise.

Can the CRM pause marketing for one unhappy customer?

Tell Lisa to pause all marketing to that homeowner. She shows the before and after, every scheduled step holds until you resume, and a reply your office writes by hand still goes out.

Which CRM features matter most to a home service company?

Contacts that arrive by themselves with their source, one timeline per customer, deals that follow the homeowner's quotes and payments, automated follow-ups written from the story, and a forecast with a win-loss report. AI CRM has each of these, and its AI tools read the record for your CSRs instead of asking them to type it.

Can we accept payments and keep our accounting software?

Yes. With AI Quoting added, you accept payments on the homeowner's own quote page in the ways you offer, such as a call to pay by card, a bank wire or a deposit, and a paid quote moves the deal forward. AI CRM keeps the customer side of the job and leaves the books to your accounting software.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home Services ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.