Improve Relationships & Productivity
Contact Management
Track Every Lead
Capture and organize every lead, job, and follow-up in one place—no more lost sticky notes or missed callbacks.
Productivity Tools
Less Admin, More Action
Automate reminders, tasks, and email follow-ups so your team can focus on customers, not paperwork.
Sales Messaging
Say the Right Thing
Build templated emails, scripts, and estimates to help reps close the job confidently.
Scalability
Grow With Confidence
Start simple and scale your CRM as you grow with new teams, more jobs, or added services.
Flexible CRM Solutions for Service Businesses
We’re not tied to one platform—we’re here to help you choose, structure, and succeed with the right CRM for your business.
CRM Expertise
Without the Overhead
Platform-Agnostic
Strategy-First
While HubSpot is our go-to for flexibility and scale, we also work with tools like Jobber, Salesforce Essentials, Zoho CRM, ServiceTitan, and others. We recommend what fits best—no one-size-fits-all solutions here.
Customized CRM
That Works for Your Business
From quoting and lead follow-up to sales tracking and reporting, we make sure your CRM is set up to support how your team actually works. The result? Less manual work, better visibility, and more closed jobs.
Improve Sales Performance & Pipeline Visibility
Contact the Right People
Have accurate key investor, customer, potential customer, and other essential data at your fingertips.
Use the Best Messaging
Create and analyze sales messaging to discover and systematize the best way to start a conversation.
Increase Productivity
Use simple and effective sales tools to spend more time closing deals and less time on admin.
Expand as Your Business Grows
HubSpot has free tools to get started, then expand into more features as you need them.
What We Do
Data Strategy & Oversight
Define growth goals, map out the sales process, and establish a system for tracking performance and refining strategy.
Partner & Vendor Coordination
Bring in and manage skilled resources (software vendors, data specialists, etc.) to execute efficiently and stay within budget.
Tech & Tool Management
Choose and configure tools (CRM, quoting, scheduling, sales tracking) that fit your process and scale as you grow.
Pipeline & Process Design
Create clear, efficient workflows for capturing leads, managing deals, and following up—so nothing slips through the cracks.
Analytics & Optimization
Monitor key sales metrics, surface insights, and guide improvements that drive revenue and improve team performance.
CRM & Data Essentials for Growth
Build and Manage a CRM That Fits Your Workflow
CRM Setup & Customization
Structure your CRM to reflect how you actually work—estimates, site visits, and jobs in progress.
Pipeline & Stages
Visualize sales and service workflows to prioritize leads, jobs, and team activity.
Data Migration & Cleanup
Get your contact info, estimates, and job history out of spreadsheets and into a searchable, usable system.
Dashboards and Reports
Know your close rate, team workload, and job pipeline at a glance.
Lead & Customer Segmentation
Segment by service area, job type, or lifecycle stage to target the right message to the right person.
Team Onboarding
Train your office and field team to use the system with confidence, even if they’re not tech-savvy.
See the Impact in Action
Real Home Services Companies, Real Results
DRYFT
Dryft improves customer experience 2x with the HubSpot mobile app.
This mobile bathroom renovation company streamlined lead management and scaled their operations using HubSpot’s CRM and automation tools.
Handled
How Handled Scaled From Zero to 121 Locations with HubSpot
This concierge moving service used HubSpot to align sales, marketing, and operations—achieving 300% year-over-year growth.
What Our Clients Are Saying
Listen to Rob Wilson, VP of Marketing at VivoSense, an early-stage digital health company, describe how Ascend Business Growth helped them achieve the next level of growth.
“She was integral to building both pieces of the client relationship management software and the website in HubSpot. Our company, about a year and a half ago, raised a $25 million series A round to finance the next stage of the company's growth.”