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Cross X OS

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.

Find your setupHow installation runs

The method

How this part of the flow works

Written the way it is installed: what runs automatically, what it needs, and where it stops.

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 system handles, what your team handles

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

Where to go next

Connected parts of the flow

Unified Inbox

Calls, texts, form replies, and email in one thread per contact, visible to the whole team.

Lead Routing & Alerts

New leads are assigned by job type, area, or team, with alerts until someone owns the lead.

Source Attribution

Every lead carries its source through the pipeline, so booked work is traceable to where it came from.

Common in these industries

Home ServicesAutomotiveMed Spas

Scope and pricing

Cross X OS starts at $497 per month on a 12-month commitment. Capabilities beyond the standard website and simple business setup are selected and quoted to fit the workflow; they are not assumed to be included in every account. See pricing.

Let's build your next website.

Tell us about your business. We'll recommend the right website and setup.

Find your setupSee pricing