Membership
Offer tiers, manage entitlements, and gate features per plan with trials and billing hooks.
Perfect for solo contractors or one-person businesses who need a full-featured CRM to manage clients, jobs, and scheduling.
- CRM for Home Service (jobs, leads, contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Basic Reporting
- Customizable Job Statuses
- Mobile Access (iOS & Android)
Ideal for small teams of up to 5 people who need collaborative tools and shared job management features.
- CRM for Home Service (jobs, leads, contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Basic & Advanced Reporting
- Customizable Job Statuses
- Mobile Access (iOS & Android)
- Team Collaboration Tools
- Shared Job Calendar
- Inventory Management
- Workflow Automation
- Priority Support
- API Access & Integrations
Best for established companies with larger crews, multiple locations, and advanced operational needs.
- CRM for Home Service (jobs, leads, contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Basic & Advanced Reporting
- Customizable Job Statuses
- Mobile Access (iOS & Android)
- Team Collaboration Tools
- Shared Job Calendar
- Inventory Management
- Workflow Automation
- Multi-Location Support
- Priority Support
- Dedicated Account Manager
- API Access & Integrations
Single
- Core
- Seats 1
- CRM (Jobs, Leads, Contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Mobile Access (iOS & Android)
- Reporting
- Basic Reporting
- Advanced Reporting ×
- Team
- Team Collaboration Tools ×
- Shared Job Calendar ×
- Operations
- Inventory Management ×
- Workflow Automation ×
- Multi-Location Support ×
- Platform
- API Access & Integrations ×
- Support Standard
- Dedicated Account Manager ×
Team
- Core
- Seats 5
- CRM (Jobs, Leads, Contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Mobile Access (iOS & Android)
- Reporting
- Basic Reporting
- Advanced Reporting
- Team
- Team Collaboration Tools
- Shared Job Calendar
- Operations
- Inventory Management
- Workflow Automation
- Multi-Location Support ×
- Platform
- API Access & Integrations
- Support Priority
- Dedicated Account Manager ×
Large Team
- Core
- Seats 15
- CRM (Jobs, Leads, Contacts)
- Job Scheduling & Calendar
- Quotes & Invoicing
- Mobile Access (iOS & Android)
- Reporting
- Basic Reporting
- Advanced Reporting
- Team
- Team Collaboration Tools
- Shared Job Calendar
- Operations
- Inventory Management
- Workflow Automation
- Multi-Location Support
- Platform
- API Access & Integrations
- Support Dedicated
- Dedicated Account Manager
Membership Features
What Every Plan Includes—No Upsell, No Surprises
Inbound Call, Text & Email Handling
We handle all incoming communication—calls, SMS, and emails—professionally and promptly using your brand’s tone, scripts, and systems. Every interaction is logged, and urgent matters are escalated immediately.
Lead Follow-Up & Booking
Every lead from platforms like Yelp, Thumbtack, Facebook, Angi, or your website is followed up on fast. We qualify, respond, and book jobs directly into your CRM.
Missed Lead Recovery
When leads go dark or stop replying, we re-engage them through structured, multi-touch outreach—boosting your conversion rates and saving lost opportunities.
Team Integration
You can communicate directly with your assigned agents—just like employees. Escalations, internal updates, or priority leads can be relayed in real-time via Slack, WhatsApp, or email. We function as a true extension of your operations.
What our customer says
Real stories from businesses who rely on Membership to capture more leads, deliver better service, and grow faster.
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AgentLine helped us recover at least 20 missed jobs in our first month. We used to lose leads after 5PM—now they’re booked before we even see them.
Tina MoralesOwner, Morales Plumbing Co. -
Since hiring AgentLine, we’ve doubled our booked calls and reduced our Google Ads cost per lead by 38%. Their follow-up speed is incredible.
Jason ReedCo-Founder, Titan HVAC -
Our office team used to be overwhelmed with missed calls and follow-ups. AgentLine now handles it all—our techs just show up to booked jobs.
Monica LeeOperations Manager, BrightSpark Electric
Frequently Asked Questions
Answers to common questions about Membership
How do you dispatch jobs?
Using your CRM rules & calendar slots.
What is Shared Agent?
Lead handling, follow-ups, and CRM updates.