Capture
A CRM built around service work, not sales theory
One contact record per person. Every call, text, form, estimate, appointment, and note lives on it.
One record instead of five places
Most service businesses keep leads in a phone, a shared inbox, a notebook, and a spreadsheet. Cross X OS puts the whole history on one contact record so anyone on the team can pick up where the last person stopped.
- Contact details, tags, and job type in one view
- Full message and call history attached to the person
- Notes your team can actually find later
- Custom fields for the details your trade needs
Pipelines that match your real steps
We map your stages during installation: new lead, contacted, estimate sent, scheduled, completed, follow-up. Cards move through the stages your team already uses, so nothing gets parked in a stage nobody checks.
Set up during installation
You do not build this yourself. Cross X Agency maps the workflow, builds the pipelines and fields, connects your phone, forms, and messages, tests it, and documents it before launch.
Division of work
What the AI handles, what your team handles
Automation answers common first questions, routes, reminds, follows up, and books. Human judgment stays human.
Cross X OS handles
- Logging every call, text, and form to the right contact
- Creating the contact record for a brand new lead
- Moving reminders forward when a stage changes
Your team handles
- Quoting the work
- Deciding stage changes that need judgment
- Handling exceptions and negotiation
Keep reading
Related capabilities
Capture
Unified Inbox
Calls, texts, form replies, and email in one thread per contact, visible to the whole team.
Speed-to-Lead
Lead Routing & Alerts
New leads are assigned by job type, area, or team, with alerts until someone owns the lead.
Revenue/source attribution
Source Attribution
Every lead carries its source through the pipeline, so booked work is traceable to where it came from.
Common in these industries
All 10 capabilities are installed together during the Lead Leak Fix. See pricing.
Next step
See if Cross X OS fits your lead flow
Start with the product-fit intake. If it fits, the next step is the Lead Leak Fix installation.
Cross X OS is the platform. The Lead Leak Fix is the installation. Cross X Agency is the team that installs it.