CRM Setup & Cleanup
Includes new HubSpot account setup, CRM cleanup and reorganization, and structuring contacts, companies, and deals to work efficiently.
We Keep Your Business Organized.
No spreadsheets. No stress. Just a system that works.
Elevate Your Customer Relations
Most contractors don’t lose work because of poor craftsmanship. They lose work because leads don’t get followed up on quickly, estimates go unanswered, jobs aren’t tracked consistently, and there is no clear system or visibility. Automation fixes the process, not the people.
What We Do
We specialize in automation for trades businesses, providing clear scope, timelines, and flexible communication. Our systems are built to scale and remove complexity rather than add it. There is no hourly billing or staffing service—only structured, efficient automation solutions.
Automation & Workflows
Covers lead intake automation, deal and job stage workflows, task and notification automation, and no-response follow-ups.
Scheduling, Estimates & Invoices
Handles appointment confirmations and reminders, estimate follow-up automation, and invoice reminders and status tracking.
Reporting & Visibility
Provides custom dashboards, pipeline and revenue tracking, and lead source attribution.
Who We Help
BackLine Ops works with general contractors and remodelers, as well as HVAC, plumbing, electrical, and specialty trades. Our services are ideal for owner-operators and small teams with 1–20 employees. If your business relies on texts, spreadsheets, or memory to manage jobs and follow-ups, automation can transform the way you operate.
Our Packages
Foundation Automation
provides a solid one-time HubSpot setup that includes CRM organization, essential pipelines, and basic workflows to get your business running smoothly. It is ideal for contractors just starting with automation and looking for a reliable system foundation.
Starting at $500 (one time fee)
What's Included:
- One-time HubSpot setup and configuration
- Custom deal and job pipelines
- Connect your current contacts and jobs
- Lead intake forms and basic automation workflows
- Call tracking setup (if applicable)
- Documentation and digital training
Growth Automation Package
Builds on the Foundation setup and includes advanced workflows, scheduling and follow-up automations, and monthly optimization. It is designed for growing businesses that want ongoing improvements and strategic automation support.
$500 setup + $100/month
What's Included:
- Everything in Foundation Package
- Advanced job-based workflows
- Scheduling confirmations and reminders
- Estimate and invoice follow-up automation
- No-response follow-up sequences
- Custom reporting dashboards
- Monthly optimization call (30 minutes)
Add Ons
Each business is different and may require different support so we provide additional services.
$--Price Varies
Options Include
- Website Page
- Digital Forms
- Virtual Assistant Services
- Additional Workflows
- Branded Email Marketing
- Other Additional Support
Let's Get Your Business Organized
Let BackLine Ops handle your busy work so you can stay focused on your projects. Reach out to learn how our remote office support can save you time and stress.