Marketing module — Pro plan

Know which marketing actually pays for itself.

Tag every lead source. Automate review requests. Run a real referral program with rewards. See ROI per source in a dashboard. All wired into the same job, quote, and invoice data you're already managing — no separate tool, no CSV export.

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Who this is for

Owners spending money on marketing without knowing what works

If you're spending $2k/month on Google Ads and don't know whether it's earning anything, or you're paying a vendor for referrals you have no way to verify, the marketing module gives you ground truth tied to actual revenue.

Owners Marketing managers Office managers

Tag every lead. Roll up real ROI.

Every new client and every new job carries a lead source. The marketing dashboard rolls up revenue, job count, win rate, and average job value per source. Filter by date range. Compare sources. See which channels are pulling weight and which are bleeding budget.

  • Lead source tagged on every client and job
  • Configurable source list (Google Ads, referral, Yelp, organic, etc.)
  • Revenue + win rate + avg-job-value per source
  • Filter by date range; export to CSV
CrewHub360 marketing dashboard with revenue and win rate per lead source
Lead-source dashboard — revenue + win rate per channel

Automated review requests after every job

A job is marked complete. A few hours later, the customer automatically gets an email or text with a direct link to leave a Google or Facebook review. Click-throughs and submissions are tracked back to the job and source so you can see which customers leave the best reviews.

  • Sends automatically when a job is marked complete
  • Your own email and text wording, saved and reused
  • Direct link to Google or Facebook review pages
  • Click-through and submission tracking back to job
CrewHub360 customer reviews collected after jobs
Review-request automation — email + SMS, post-job

Real referral program with rewards

Track every referral relationship. Existing customer Bob refers new customer Alice on March 5 for a bathroom remodel. The system records it, applies your configured reward to Bob's next invoice, and shows Bob's referral history on his client record.

  • Referrer ↔ referred relationship tracked per job
  • Configurable reward: fixed credit, % off, or service credit
  • Auto-applied to referrer's next invoice
  • Per-customer referral history surfaced in the client view
CrewHub360 referral program tracking with rewards
Referral program — track relationships, auto-apply rewards

Email & SMS campaigns to your customer list

Stay in front of the customers you've already won. Build an audience from your client, job, and service history, then send a branded email or SMS broadcast — a spring tune-up reminder, an off-season promo, a "your maintenance visit is due" nudge. Delivery, open rate, and click rate roll up per campaign so you can see what actually books work.

  • Email or SMS, sent from your business name
  • Audience built from your own clients and job history
  • Open rate, click rate, and delivery tracked per campaign
  • Send now or schedule it for later
CrewHub360 email and SMS campaigns with open and click rates per campaign
Email & SMS campaigns — open & click rates per send
Pairs well with

Round out the growth loop

Client Hub portal

Service request form for inbound leads. Magic-link access to quotes and invoices.

Learn more →

AI for technicians

Polished customer reports and follow-up communication drafts in your brand voice.

Learn more →

Scheduling & dispatch

Conflict-aware drag-and-drop, route optimization, skill-based dispatch, live tech GPS.

Learn more →
FAQ

Marketing module: common questions

How does lead source tracking work?

Every client and every job has a lead source. You tag the source when you add them (Google Ads, referral from an existing customer, Yelp, Facebook, etc.). Reports roll up revenue, win rate, and avg job value by source so you can see which channels actually pay.

What does the review request automation do?

After a job is marked complete, CrewHub360 can automatically send an email or text asking the customer for a Google or Facebook review with a direct link. You set the wording and how long to wait before it goes out. Click-throughs and review submissions track back to the job.

How is the referral program structured?

Track every referral relationship: which existing customer referred which new customer, on what date, for which job. Set a reward (fixed dollar credit, percentage off, etc.) and apply it to the referrer's next invoice. The referral history is visible per customer.

Can I see ROI by lead source?

Yes — that's the marketing dashboard. Revenue, count, win rate, and avg job value rolled up by lead source. Filter by date range. Export to CSV. Compare sources side by side.

Does this require a separate marketing tool?

No. The marketing module is part of the core platform on the Pro plan. Lead sources, reviews, referrals, and campaigns all live in your existing client/job/invoice records — nothing to integrate.

Can I send marketing emails or texts to my customers?

Yes. The Campaigns tool broadcasts email or SMS to an audience built from your own client and job records — seasonal tune-up reminders, off-season promos, or maintenance-due nudges, sent from your business name. Open rate, click rate, and delivery are tracked per campaign, and you can send immediately or schedule for later.

Find out which marketing actually works

14-day free trial. No credit card. Marketing module is on the Pro plan — full access during trial.

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