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.
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 Leak 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 We do not publish benchmark promises or projected returns.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 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
- Tagging at capture
- Carrying the source forward
- Flagging stalls
Your team handles
- Budget decisions
- Channel strategy
- Marking jobs won
Keep reading
Related capabilities
Capture
Service Business CRM
One contact record per person. Every call, text, form, estimate, appointment, and note lives on it.
Estimate Closer
Estimate Follow-Up
Track sent estimates, remind on a schedule you approve, and alert the team on accepted or rejected activity.
Speed-to-Lead
Lead Routing & Alerts
New leads are assigned by job type, area, or team, with alerts until someone owns the lead.
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.