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Cross X OS

Revenue/source attribution

Know which source produced which job

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

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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.

Unknown source is a real leak

If half your leads say unknown, every spending decision is a guess. Cross X OS tags the source at capture and keeps it on the record through the estimate and the job.

  • Call tracking, form source, and campaign tags
  • Source visible on the contact and the pipeline card
  • Pipeline views grouped by source
  • Lead flow monitoring for stalls and unanswered leads

Your numbers, not ours

The system reports what your own pipeline contains. We do not publish benchmark promises or projected returns.

Division of work

What the system handles, what your team handles

Cross X OS handles

  • Tagging at capture
  • Carrying the source forward
  • Flagging stalls

Your team handles

  • Budget decisions
  • Channel strategy
  • Marking jobs won

Where to go next

Connected parts of the flow

Service Business CRM

One contact record per person. Every call, text, form, estimate, appointment, and note lives on it.

Estimate Follow-Up

Track sent estimates, remind on a schedule you approve, and alert the team on accepted or rejected activity.

Lead Routing & Alerts

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

Common in these industries

Home ServicesAutomotiveWrap Shops

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.

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