Water treatment dealer CRM Every water consult ends with a next step.

After each free home water consultation, by phone or at the house, your rep logs the water, the recommendation and the outcome. The follow-up, financing nudges and filter reminders set themselves.

Book a free 30-min call See the dashboard

Talk to Trent and Jared. Custom CRM setup, built around how you sell.

ClearFlow Water Example

Text · after a 20-min phone consult

Consult with M. Ortega done? Log it here

Water source
Concern

The form asks next

  1. Rotten-egg smell on hot water only?
RecommendedSoftener + Sulfur filter
Outcome
SoldThinkingFinancing started
  • Quote follow-up started
  • Financing nudge task for Thu
  • Reminders: salt every 6 weeks · filter every 3 months

Example data from a made-up business.

Every step timestamped.

In buildExample

See where deals slow down. Deposit to installed: 6.2 days on average. When a step stalls, the nudge goes out on its own.

  1. LeadMon 7:30 PM
  2. ConsultTue 10:00 AM, by phone
  3. Quote sentTue 10:40 AM
  4. Deposit paidThu 8:15 AM, after a nudge
  5. InstalledWed, 6 days later
  • Quote unsigned after 48 hoursA reminder goes out
  • Deposit still unpaidA nudge with the payment link
  • Install bookedA confirmation, then a reminder the day before

You're set for Wednesday at 9 AM. Reply C to confirm or R to reschedule.

After the sale, it keeps going.

In build

Install handoff

The crew gets a task with the system, the address and the customer's notes.

Filter reorders

Your filter ships Tue. We'll text when it's out for delivery.

Soft water vs clean water

Past leads get a short, plain-English email now and then, so you're the one they call when they're ready.

Texts people can stop.

In build
  • Do-not-disturb respected
  • Unsubscribe on every email
  • STOP ends all texts

Hi, it's ClearFlow Water. Your filter is due this month. Want us to ship one?

STOP

You're unsubscribed and won't get more texts.

Launch it right. Then copy it.

In build

For a new water company, or a new location of an old one.

Before the first ad

Texting approved first

We register your business for texting before anything else, with the privacy and opt-in pages it needs, so the first lead from your first ad gets a text back.

  1. Texting registered
  2. Pipeline and follow-up built
  3. Ads on

A second market

One market or ten

A new location starts with the same pipeline, follow-up and ad setup. The service area, phone number and calendar change; the playbook doesn't.

  • Market 1 · running
  • Market 2 · same setup
  • Market 3 · same setup

36live workflows run for one water treatment client today.

See every lead, from water test to install

Click through a simplified version of the dashboards we build, using ClearFlow Water, our made-up company. Every number is made up.

Water Treatment Dashboard ClearFlow Water Example

Leads142
Water tests booked61
Tests done55
Systems sold21
Close rate (of tests)38%

Timestamped velocity

0:41Lead to response
1.2dLead to test booked
6.4dLead to sold
3.1dSold to installed

Lead to install funnel

Leads142
Contacted118
Test booked61
Test done55
Sold21
Installed18

Where water treatment jobs leak

Common gaps we hear about from water treatment owners. Most of them happen between the water test and the install.

  • Test requests wait until morning

    A homeowner asks about a free water test at night, nobody answers, and they book the company that texted back first.

  • Quotes go quiet after the test

    The test is done and the quote goes out, but nobody follows up while they think it over, so the deal goes cold.

  • Financing stalls halfway

    The homeowner starts a financing application, gets busy and never finishes it. Nobody notices until the install date is gone.

  • Filter and salt customers drift

    No reminder goes out when filters or salt are due, so repeat business goes to whoever is in the store aisle.

Know which ads make you money.

See which ads actually book jobs.

Every lead is tagged by source when it comes in, so each booked job and every dollar traces back to the ad that started it.

Example · last 30 days

  • Google LSA 38
  • Facebook Ads 46
  • Google Business 27
  • Website form 19
  • Referral 12

Facebook Ads brings in the most leads…

Example data from a made-up business.

How we run ads that book jobs →

Water treatment CRM features that keep every test moving

Each piece is built inside your Clutch City CRM and set up around how you test, quote and install.

  • Free water test booking

    Missed calls and form fills get a text back in seconds with open test times, so the homeowner books before they call anyone else.

    Open test times

    • Thu 4:00 PM
    • Sat 10:00 AM
    • Sat 1:00 PM

  • Test to quote to install

    Every lead moves through test booked, test done, quote sent, sold and installed, so you can see where each one stands.

    • Test
    • Quote
    • Sold
    • Installed

  • Quote follow-up

    Quotes that go quiet get timed texts and emails that stop the moment the homeowner replies.

    "Hi, it's Mike from ClearFlow Water. Any questions about the softener quote from Saturday? Happy to walk through it."

  • Financing follow-up

    When an application is started but not finished, the homeowner gets a friendly nudge and your office gets a task.

  • Filter and salt reminders

    Reminders go out on the schedule you set for each system, with a link to order or book a service visit.

  • Referral asks after install

    A few weeks after the install, every customer gets the same friendly text asking if they know someone who'd want a free water test.

A sample water treatment automation

Quote to install.

This is the kind of workflow we build and maintain for you. These branches are a starting point; your rules are set on the first call.

Workflow
  1. WhenQuote sent
  2. ThenWait 2 days
  3. If / elseHomeowner signed?
  1. Yes ThenInstall scheduled
  2. ResultReminders set
  1. No ThenFollow-up text
  2. ResultFinancing offer

Three steps to a water treatment CRM that runs itself

About 10 days to live for most setups.

  1. Talk to Trent and Jared

    A free 30-min call to map your lead sources, how you book water tests and how you follow up after the quote.

  2. We build it around you

    Text back, test booking, quote and financing follow-up, reminders and your dashboard, all set up and tested.

  3. We run it with you

    Training for your team, then ongoing tweaks as your offers and your process change.

What week one looks like.

Example
  1. MondayThe free 30-min call with Trent and Jared. We map your lead sources, how you book water tests and what happens after a quote.
  2. TuesdayFor a new dealership, texting registration goes in first. The consult form is built with your water questions.
  3. WednesdayThe pipeline from lead to installed is built, with the quote, deposit and financing nudges.
  4. ThursdayYour customers come over, and their filter and salt schedules start from their install dates.
  5. FridayA short training for whoever runs consults and books installs. The first consults get logged.

An example first week. Your timeline is set on the call; most setups go live in about 10 days, and the second week is fixes and fine-tuning.

Stop losing water tests to slow callbacks

See what your setup would look like on a free 30-min call with Trent and Jared.

Book a free 30-min call

Not ready? Join the next free webinar

Water treatment CRM questions owners ask

Can homeowners book a free water test by text?

Yes. A missed call or form fill gets a text back with open test times from your calendar. The homeowner picks one, and it lands on your schedule with their notes.

What happens after the test and the quote?

The lead moves to quote sent, and a timed series of texts and emails follows up. It stops the moment they reply, and you get a task when it's time to call.

Can you follow up on financing?

We can remind homeowners to finish an application and give your office a task when one stalls. The financing itself stays with your lender; we don't handle applications or approvals.

Can it send filter and salt reminders?

Yes. You set the schedule per system, and reminders go out with a link to order or book. You see who responded on your dashboard.

Do we have to switch software to work with you?

Not always. We start by mapping how you book tests and track installs today. If our CRM is the right fit, we move your customers over for you; if parts of your setup should stay, we tell you what can connect.

How long does setup take?

Most setups go live in about 10 days, depending on how many lead sources, calendars and team members you have.

What does gpg mean in water treatment?

Grains per gallon, the usual unit for water hardness. One grain per gallon is about 17.1 parts per million. Water above about 7 gpg is usually called hard.

What is TDS?

Total dissolved solids: everything dissolved in the water, measured in parts per million. A meter gives a quick number, but it doesn't say what the solids are, so it's a starting point, not a diagnosis.

Can the CRM track well water tests?

Yes. Each test result (hardness, TDS, iron, bacteria) is saved on the customer, and a reminder goes out when it's time to test again. The CDC recommends testing a private well at least once a year. How water test booking works

What should I look for in dealer software?

Fast text-back on new leads, a consult form your reps will actually fill in, quote and financing follow-up, and filter and salt reminders after the install. We wrote down the full checklist. Water treatment dealer software: what to look for