Trusted by service businesses across North America

The CRM Built for
Service Businesses.

Manage leads, bookings, and clients in one place β€” whether you're a roofer, therapist, or home service pro.

Built for service pros
Simple. Fast. Affordable.
Cancel anytime

Everything your business needs

Simple tools that work together to help you capture and convert more clients.

Smart Lead Capture

Capture leads from your website, forms, and Google. Never lose a prospect again.

Visual Pipeline

Track every client from first contact to closed deal with drag-and-drop simplicity.

Online Booking

Let clients book directly from your website. Calendar synced, reminders automated.

Works for Any Industry

Roofing, therapy, home services, consulting. AgencyVault adapts to your business.

Built for your industry

AgencyVault adapts to how your specific business works.

🏠

Roofing & Exterior

  • Roof reports & solar analysis
  • Estimates & invoicing
  • Lead tracking
🧠

Health & Therapy

  • Client bookings & sessions
  • HIPAA-friendly client management
  • Automated reminders
πŸ”§

Home Services

  • Job scheduling & dispatch
  • Quotes & customer management
  • Mobile-ready for field teams
πŸ“‹

Professional Services

  • Pipeline & client portal
  • Invoicing & payments
  • Booking & scheduling

Simple, honest pricing

No hidden fees. No per-user charges. Cancel anytime.

MonthlyAnnual

Starter

For solo operators ready to organize their business.

$49/mo

billed monthly

Get Started
  • CRM & contact management
  • Visual pipeline
  • Online booking page
  • Email notifications
  • Manual estimates (up to 10/mo)
  • 1 team member
Most Popular

Pro

For growing contractors who need the full toolkit.

$99/mo

billed monthly

Get Started
  • Everything in Starter, unlimited
  • AI Estimates with e-signatures
  • Subcontractor onboarding & management
  • Work Orders (send to subs via email)
  • Google Calendar sync
  • QuickBooks integration
  • Roof Reports & measurements
  • 3 team members

Enterprise

For established companies running multiple crews.

$199/mo

billed monthly

Get Started
  • Everything in Pro
  • Data import (AccuLynx, Roofr, GHL)
  • Unlimited subcontractors & work orders
  • AI tools & automation
  • API access
  • Unlimited team members
  • Priority support
30-day money-back guarantee No credit card required to start Cancel or change plans anytime

Loved by service professionals

Join hundreds of businesses that trust AgencyVault.

β€œWe went from losing half our leads to closing 3x more jobs. The pipeline view shows me exactly where every prospect stands.”

Sarah M.

Roofing Company Owner

β€œMy clients book their own sessions now. No more back-and-forth texts. AgencyVault saved me 10 hours a week on admin work.”

Dr. Ana Costa

Therapist, SΓ£o Paulo

β€œFinally a CRM that doesn't cost $300/month. Set it up in 10 minutes and had leads flowing in the same day.”

Mike R.

HVAC Contractor

Ready to grow your business?

Join hundreds of service professionals already using AgencyVault.

Get Started Today