Why Service Companies Need CRM + AI Now
Don't get left behind!
71%
of consumers expect personalized communication from companies, such as text and email reminders.
Source: VipeCloud
29%
increase in sales productivity reported by roofing contractors using CRM tools compared to conventional methods.
Source: The Roofing Academy
45%
boost in client retention is linked to smoother communication through CRM systems.
Source: General CRM industry trends
These numbers show how much a good CRM can help. We built a HubSpot system just for field sales and service companies, so you can get those results faster and without the headaches.
Common Challenges We Solve
Does this sound like your day-to-day?
Sales & Revenue Gaps
- No clear pipeline = hard to forecast.
- Missed follow-ups = lost jobs.
- Paper-based estimates = mistakes + lost revenue.
- No clear goals = weak performance.
Customer Experience & Retention
- Missed confirmations = broken trust.
- Slow responses = lost customers.
- Few reviews = fewer referrals.
Operational Efficiency
- Inefficient routing = wasted time + money.
- Spreadsheets + notes = errors + delays.
- Disconnected systems = no visibility.
- Manual entry = drained productivity.
Growth & Risk Management
- Small systems collapse when scaling.
- Outdated tools = staff frustration + turnover.
- Inefficiency squeezes margins.
- Poor documentation = costly disputes.
We’ve solved these exact problems for field sales and service companies like yours.
Here’s what it looks like in action.
How We Help
Transform Your Field Sales and Services Operations with AI-Powered Systems
Sales Outcomes
Faster lead response, higher close rates, clearer pipeline reporting.
Operations Outcomes
Streamlined scheduling, fewer missed calls, smoother technician handoffs.
Customer Service Outcomes
Better reviews, fewer dropped leads, 24/7 communication
Owner Peace of Mind
More visibility, less chaos, less dependence on one person running everything.
Unlock the Full Potential of Your Business
Expertise, Efficiency, and Results You Can Count On
Efficiency
Less Chaos, More Control
Streamline systems and automate workflows so your team can focus on what matters most—delivering great service.
Alignment
Unified Customer Journey
Connect sales, service, and scheduling to give customers a smooth, professional experience from first contact to follow-up.
Momentum
Strong Sales Pipeline
Build a repeatable sales process with the right tools and data to turn more leads into repeatable customers and referrers.
Clarity
Operational Insight
Get real-time visibility into performance and team activity so you can make faster, more confident business decisions.
Why Ascend Business Growth?
Built from the Field Up
Created with firsthand experience in field service and sales, we understand the chaos of leads, crews, and follow-ups—and how to solve it.
HubSpot + AI Expertise
Backed by 15 years of CRM and sales system expertise, with a focus on AI-powered HubSpot configurations built for service companies.
Tailored for Your Business
Every service company runs differently. We adapt the system to fit your crews, customers, and goals.
Focused on Long-Term Growth
Designed to deliver efficiency and profitability today — and scalability for the future.
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.”