MILLERCONNECTIONS

CRM and Website Creation

Software built around the way your business already runs

We build CRMs and websites for business owners. Scheduling, customer records, text reminders, invoicing, team pay, and reporting, with a website that brings in the work and feeds it straight into your system. We run our own company on the same software every day.

Built on what we run ourselves

The same system that runs our call center

Miller Connections is a call center for home service companies. Our phone team books appointments for field consultants in several states, texts customers their confirmations and reminders, runs a phone line that answers on its own, and bills every client on a weekly invoice. All of it runs on software we built for ourselves. The CRM we build for you starts from that system and is shaped to your business.

Sample appointment record

Example only
Customer
Jordan R., homeowner
Appointment
Thursday, 4:30 PM, with Marcus
Confirmation
Text sent Wednesday 6:00 PM, customer confirmed by reply
Notes
Gate code on file, two dogs, wants a quote on the back door
Result
Ran, Sold. Entered from the field at 5:52 PM
Billing
Billable, on this week's invoice

Sample text thread

Example only
Hi Jordan, this is Northside Security confirming your appointment Thursday at 4:30 PM with Marcus. Reply YES to confirm or call (555) 010-2020 to move it. Reply STOP to opt out.
YES

Marked confirmed. Reminder scheduled for Thursday at 9:00 AM.

Sample owner dashboard, this week

Example only

Set

38

Confirmed

31

Sold

9

No-shows

2

By person, by client, and by week, with the list behind every number one click away.

What the CRM includes

Every part of the day, from the first call to the paid invoice

Each piece below runs in our own business today. Your build takes the pieces your business needs and leaves out the rest.

Scheduling and availability

Appointments book only into the hours each person works, with days off, notice windows, and time zones handled. The office and the field see the same calendar by day, week, and month, and a change made in the field shows for the office the moment it is saved.

Customer records

One record per customer: contact details, every appointment, every text sent and received, notes, and a history of who changed what. Search by name, phone number, or address.

Text confirmations and reminders

A confirmation text when an appointment books, a reminder the day before, and a follow up when someone misses. Replies land in the customer's record, and a customer who texts STOP is never texted again.

A phone line that answers

A line that answers every call, confirms, moves, or cancels the caller's appointment from the number they call from, takes a message, and passes anything else to a person on your team. Every call is logged with a summary.

Invoicing and payments

Invoices build from the week's results at each client's rate, go out as PDFs by email, and track what was paid, what is past due, and what was carried forward. Minimums, credits, and payment plans are built in.

Team pay and reporting

Pay weeks close with a locked record of what each person earned. Dashboards show appointments set, confirmed, run, sold, and missed by person, by client, and by week, with exports to CSV.

Roles and permissions

Owners, office staff, phone agents, and field reps each see what their job needs. Money visibility is set per role, every sign-in and change is logged, and an owner can view the system as any user to help them.

Lead lists and do-not-call

Upload lead lists, see which list produced which appointment, and keep a do-not-call list that every call and text checks first. Lists that stop producing are easy to spot and retire.

Paperwork and onboarding

New hires and contractors sign their paperwork inside the system, with the signed copies stored on their record. A guided tour walks a new user through their first day.

Website creation

A website that brings in work and hands it to the system

A site for your business on your own domain, written for the customers you want and built to load fast on a phone. When it is connected to the CRM, a request from the site becomes a record with a name on it, ready for the office to book.

  • A design matched to your brand, with the words written for the customers you want.
  • Built for phones first, with the page titles, descriptions, and sitemap that search engines read.
  • Forms that reach your inbox and keep a copy in the CRM, so a request is a record with a name on it.
  • Photo galleries and project pages you update from your own phone.
  • A private owner area with its own sign-in for the parts customers should not see.
  • Your domain, hosting, HTTPS, and email delivery for the forms, set up and kept running.
  • Changes after launch made by the person who built it.

Recent builds

What the same team has built

This site and the portal behind it

The marketing site you are reading, the contact form that files every inquiry, and the portal our phone team, admins, and field consultants work in every day.

A tile contractor's portfolio

A work portfolio with a quote request form and a private owner area where finished jobs are photographed and posted from a phone.

A players' platform for a sand volleyball league

Player accounts, teams, events, partners, and subs, with a staff side for the league.

A planning tool for a financial advisor

A private, signed-in planning and investment workbench for an advisor's practice.

How a build runs

From a walkthrough to a system your team uses

  1. Step 1

    Walkthrough

    A call where you show us how the business runs now: how a job comes in, who schedules it, who texts the customer, how you bill, and how people get paid.

  2. Step 2

    Scope in writing

    You get a written scope: what is built, in what order, and what it costs. Nothing starts until you have read it and agreed.

  3. Step 3

    Build in stages

    The site, or the first piece of the CRM, goes up on a private preview link. You click through it and send back what to change.

  4. Step 4

    Go live

    Your domain points at the finished site, your team gets their sign-ins, and the first week runs with us watching it.

  5. Step 5

    Changes after launch

    The business changes and the software follows. Additions are scoped the same way, and every change is written up in patch notes your team can read.

Three ways to work with us

Start with the piece that pays back first

Website only

Owners who need a site that brings in work

A new site on your domain, or a rebuild of the one you have: forms, photos, search basics, hosting, and changes after launch.

CRM only

Offices running on texts, spreadsheets, and a paper calendar

Scheduling, customer records, reminders, invoicing, pay, and reporting, built around how you work, with your current customers and lists brought in.

Site and CRM together

Owners who want the request on the site to become the job on the calendar

Both, connected. A form on the site creates the record, the office books it, the customer gets the texts, and the invoice follows the result.

Not sure which one you need?

Tell us how a job comes in today and what you use to schedule and bill it. The walkthrough sorts out the rest.

Request a Walkthrough

Fit check

Who this works for, and who it does not

A strong fit for

  • Home service companies and trades whose week runs on appointments: security, solar, roofing, HVAC, pest control, lawn care, windows, and similar work
  • Dealers and teams with field reps, where the office books and the field runs
  • Owners who bill per job, per appointment, or per week and want the invoice to come from the record
  • Small businesses that need a site with a working form, a gallery, and an owner area

Probably not a fit for

  • Companies that want an off-the-shelf subscription with no changes to how it works
  • Online stores with a catalog, a cart, and card checkout
  • Builds that have to go live before a scope is written and a preview round can happen
  • Businesses with nobody on their side to answer questions and click through each stage

Questions owners ask first

Cost, data, texting, phones, and timing

What does it cost?

Each build is quoted after the walkthrough, with the scope in writing before anything starts. A website and a CRM are priced separately, so you can start with one. Hosting and changes after launch are scoped with the build.

Do we have to replace what we use today?

No. A build can start with the one piece that hurts most, usually scheduling and reminders, and add invoicing or reporting later. Your current customer list and lead lists can be brought in.

Where does our data live?

In a database set up for your business alone, with its own sign-ins and storage. Nothing is shared with another company, and your records can be exported.

Can it text our customers?

Yes. Confirmation texts, day-before reminders, missed-appointment follow ups, and replies that land in the customer's record, from a phone number of your own. Opt outs are honored immediately.

Can it answer our phone?

Yes. A line can confirm, move, or cancel an appointment for the caller from the number they call from, take a message, and pass anything else to a person on your team. Every call is logged with a summary you can read.

Will it work on a phone?

Yes. Our field consultants use the CRM from their phones all day: their schedule, the customer's details, and the result of the visit. The site is built for phones first.

How long does a build take?

A simple website is a matter of days once the words and photos are in hand. A CRM goes up in stages, and the first stage is on a preview link before the rest is built. The scope gives a date for each stage.

Who does the work?

We scope the build, build it, and are the people you talk to after launch. There is no account manager between you and the people who built it.

Get Started

Ready to see what this would look like for your business?

Tell us what you sell, how a job comes in today, and what you use to schedule and bill. We will come back with a written scope and a straight answer on whether we are the right fit.