Foundation Module
Lead & Customer Hub
Every customer, every lead, in one place that actually answers questions.
The database that runs your business. Every lead from every source. Every customer with their full history. Every estimate, text, call, and email — caught, tagged, and searchable. The thing JobNimbus and Markate charge $200/mo for, built for owner-ops who need to know which lead source pays off and which one's a black hole.
12
Lead source categories, tracked separately
Including networking-group member attribution (Jason from BNI, Maria from Chamber, whoever your group is), Google Ads vs Google Organic split, Repeat Client vs Referral split, and seven more. The level of source detail owner-ops actually need to know which channels pay off.
Most owner-ops know they should track leads. Few actually do it well. The painter in a notebook. The landscaper in a spreadsheet. The pool guy in his head. Three months later you're trying to remember whether the Maple Court job came from Google or your network, whether you already followed up on the Pinecrest estimate, whether Sunset Bend's deposit came in. The data exists — scattered. The Hub is where it comes together.
Every lead lands in the Hub: from inbound emails, web forms, missed calls auto-logged by the SMS responder, networking-group referrals you tagged at the meeting, doors you knocked last weekend. Each lead has a source, a customer type (residential, general contractor, realtor, property manager, designer, builder, HOA, eight others), and a pipeline stage (lead, estimate sent, accepted, complete, waitlisted, lost). Open any customer record and you see their full history: every email, text, call, estimate, and job — sorted on one timeline. The Hub answers "who sent us this lead, what's their status, what was the last touch, when do I follow up" in three seconds.
The Hub is built for owner-ops, not enterprise. The categories match how you actually sort customers — including the ones generic CRMs miss: restoration companies, drywallers, vendors. The lead source list has the splits that matter (which networking-group member, which Google channel) instead of forcing everything into "referral / online / other." And the pipeline shows revenue projections, not just stages: pipeline value, close rate, projected revenue, monthly leads. The data is yours. The questions it answers are yours.
The Hub is the spine. Estimating Engine ($149/mo) writes estimates into Hub records. Follow-Up Automation ($99/mo) runs sequences off Hub records. Email Command Center ($99/mo) auto-logs every email into the customer's Hub timeline. Review Manager ($99/mo) drops review requests into Hub records and tracks responses. Repeat Customer Engine ($129/mo) re-engages past Hub customers. Production Scheduler ($179/mo) dispatches crews against Hub-tracked jobs. The Hub works on its own — you can use it as a pure customer database — but it's the module that makes everything else stronger. Most owner-ops run the Hub plus 2-4 other modules.
"The spine of the system."
Every other module reads from or writes to Hub records.
The customer record
Every customer, every history, one timeline.
AERYS
CRM
Pinecrest Job
Residential Networking Group (Jason) AcceptedLTV
$14,200
First contact
Mar 14, 2026
Last touch
2 days ago
Pipeline value
$4,800
May 6, 2026
9:42 AM
Email sent
"Quote for interior repaint, 1604 Cedarbrook"
via Estimating Engine
May 5, 2026
4:15 PM
Call logged
"Discussed timeline, customer prefers May 18 start. 8 min."
Manual entry by CJ
May 5, 2026
11:30 AM
Estimate appointment scheduled
Tuesday May 6, 9:00 AM
via Estimating Engine
May 4, 2026
10:20 AM
Note added
"Friend of Jason's from networking group, ready to move fast"
Manual entry
May 3, 2026
8:30 PM
Text logged
"Yes, Tuesday at 9 works perfectly"
Manual entry — copy-pasted from phone
May 3, 2026
6:45 PM
Lead created
Jordan Reyes · Networking Group (Jason) · Residential
Manual entry
Mockup defaults to painting. Landscaping, power washing, and pool service show the same timeline structure with trade-specific entries (e.g., "Recurring service plan started · via Pool Service module"). Demo data — the Pinecrest job and Cedarbrook are fictional.
Inside the module
Five tools, one customer database.
Lead Intake
Every lead gets logged with source, customer type, and pipeline stage. Twelve source categories including networking-group member attribution and the Google Ads vs Google Organic split. Eleven customer types including the B2B distinctions (general contractor, realtor, property manager, restoration, drywall) that generic CRMs collapse into "Other."
+ New Lead
Pipeline View
All leads and jobs across six pipeline stages (Lead, Estimate Sent, Accepted, Complete, Waitlisted, Lost), with monthly close rate and pipeline value calculated automatically. Filter by source, by category, by status. Group by anything.
Pinecrest Job
$4,800
Networking
2d
Westwood Residence
$2,100
Sunset Bend
$7,200
Repeat
5d
Maple Court
$12,400
Referral
1d
Cross Hill
$8,400
Cypress Run
$3,100
Heritage Place
$5,600
Northshore Job
$2,800
Pipeline value
$48,200
Close rate
42%
Lead Source ROI
Leads, closed, revenue, conversion percentage — per source. See which networking-group member is sending you actual work versus the one who chats nice but never refers. See whether Google Ads pays off versus Google Organic. See if Door Knocks are worth Saturday mornings.
Networking Group (Jason)
$18,200 · 67% conv
Referral
$11,400 · 54% conv
Google Ads
$7,200 · 31% conv
Networking Group (Rohan)
$0 · 0% conv
Repeat Client
$4,800 · 100% conv
Quick Actions
Log a call, send a text, draft an email, snooze, mark dead — from anywhere in the system. The customer's status updates right away. The timeline gains an entry. No tab-switching. No context loss.
Communication Log
Every email, text, call, and system action — caught in one timeline per customer. Auto-logged when paired with Email Command Center, 24/7 Text Responder, or Operator AI. Logged by hand via Quick Actions when on its own. The full chat history of every customer in one place, searchable, exportable.
Auto-logging needs pairing. Email Command Center logs emails on its own. 24/7 Text Responder logs texts on its own. Operator AI logs phone calls on its own. The Hub on its own catches everything you log via Quick Actions but does not auto-capture from inboxes you have not connected.
May 6 9:42a
Email sent · "Quote for interior repaint, 1604 Cedarbrook"
via Estimating Engine
May 5 4:15p
Call logged · 8 min · "Customer prefers May 18 start"
Manual entry
May 3 8:30p
Text logged · "Yes, Tuesday at 9 works perfectly"
Manual entry — copy-pasted from phone
The flow
How it works.
Capture every lead
Inbound emails, web forms, networking-group referrals, doors knocked, calls answered. Whether you log it by hand or another Aerys module catches it for you, every lead enters the Hub with source, customer type, and timestamp.
See your whole pipeline
Every customer flows through six stages. Filter by source to see how Google Ads is doing this month. Group by category to see if interior or exterior is your bigger book. Monthly metrics run on their own: close rate, pipeline value, projected revenue.
Open any customer's record
Full timeline of every interaction. Every estimate, email, text, call, and note — sorted by date with the source tagged. The "what's the status of the Pinecrest job" question gets answered in three seconds.
Act from anywhere
Log a call, draft an AI email, send a text, snooze a follow-up, mark a lead dead. The customer's status updates. The timeline gains an entry. The next action queues up. The Hub is where decisions get recorded as they happen.
The switch
What changes when you switch from the old way.
The old way
Aerys Lead & Customer Hub
The Hub replaces the customer-database and pipeline parts of JobNimbus or Markate. Add Estimating Engine ($149/mo) to replace the estimating part too. Add Follow-Up Automation, Review Manager, and Repeat Customer Engine to replace the rest.
By trade
Same flow, different inputs.
For LBV Painting, the source list leans on Networking Group (where most B2B comes from), Repeat Client (painting customers come back every 5 to 7 years), and Realtor (pre-listing repaints are a major pipeline). Customer types lean Residential and General Contractor. Pipeline stages match a typical painting job flow: lead → estimate sent → accepted (deposit collected) → complete (final walkthrough done) → closed (final invoice paid).
Connections
Plays nice with.
Universal · every trade
Google Workspace
Email, Calendar, Contacts. Two-way sync.
Twilio
SMS for inbound and outbound texts on customer records.
Supabase
Your data, your database, your control.
iOS / Android
Mobile-first responsive design. Full Hub on the truck.
Aerys modules · the spine relationships
The Hub gets richer with every Aerys module you add. Each module either feeds data into Hub records or pulls data from them.
Estimating EngineRecommendedWrites estimates into customer records. Each estimate becomes part of the customer's history.
Email Command CenterAuto-logs every email — inbound and outbound — into the right customer's timeline on its own.
24/7 Text ResponderCatches inbound texts as new leads (with source auto-tagged) or adds them to existing customer timelines.
Follow-Up AutomationRuns sequences off Hub records. Pipeline stage changes trigger the right sequence at the right time.
Review ManagerSends review requests, sorts incoming reviews (positive to Google, negative to private feedback), and feeds all review activity into customer records.
Repeat Customer EngineRe-engages past Hub customers based on job-done date and customer type.
Production SchedulerDispatches crews against Hub-tracked jobs and writes schedule events back to the customer timeline.
Operator AIAnswers questions about the data in your Hub and logs phone calls into customer records when set up.
Pricing
$99/month. Setup included.
Monthly is monthly. No contracts. We deploy the Hub in 7 to 10 days, set up your source categories and customer types to match your business, and migrate from JobNimbus, Markate, or your existing spreadsheets. Billing starts when you go live.
What's included
·All five sub-features (lead intake, pipeline, source ROI, quick actions, communication log)
·12 lead source categories set up for your business (custom additions during deployment)
·11 customer types (or trade-specific subset)
·6 pipeline stages with auto-calculated metrics: close rate, pipeline value, projected revenue
·Customer record with full timeline
·Lead source ROI dashboard
·Quick actions: Log Call / Send Text / AI Draft Email / Snooze / Mark Dead
·Two-way Google Workspace sync (Calendar + Contacts)
·iOS / Android responsive
Optional upgrades (in your cart)
Migration from JobNimbus / Markate / spreadsheets$497 one-time
Custom source categories beyond the standard 12$250 one-time
White-glove onboarding$2,500 one-time
$99/mo
Lead & Customer Hub
3 hours setup · 7–10 days to deploy
Add Lead & Customer Hub to your cart Book a demo firstBest paired with
Estimating Engine +$149/mo
The Hub catches customers. Estimating Engine turns them into signed quotes in 5 minutes. Most owner-ops run both as the foundation pair.
Add both to cartCommon questions
FAQ.
Stop losing track. Start tracking what works.
Add Lead & Customer Hub to your cart and book a call. We'll review your current customer database (or lack of one), set up your source categories, deploy in 7-10 days, and have you running the spine of your business by month end.