Website and CRM connection
Your Website Should Start the Follow-Up
A call or a form should hand the lead to a person with a stage, an owner, and a cadence. Cross X OS connects the site to that workflow during installation.
What this page is not
Cross X OS includes a standard service-business website when the project fits the established scope. Larger sites, migrations, and custom builds are quoted separately.
The sequence
From the first click to the source of the job
Website or call
A visitor calls the number or opens the estimate request on a service page.
Useful intake
The form asks what the job actually needs: service, location, timing, and details.
Acknowledgment + alert
The lead gets an immediate reply, and a named staff member gets the alert.
Pipeline owner
The record lands in a stage with one accountable owner, not a shared inbox.
Estimate follow-up
The quote is followed up on the agreed cadence until there is an answer.
Booked work
The accepted job becomes a scheduled visit with confirmations and reminders.
Review + reactivation
Completed work triggers a review request, and quiet leads re-enter follow-up.
Source attribution
The landing page, campaign, and channel stay attached to the job.
A form submission is not a workflow
On most service business sites the form goes to an inbox and the phone number goes nowhere anyone tracks. Cross X OS connects both, so the submission creates a record, a first reply, an owner, and a stage in the same moment.
- Phone calls, forms, chats, and click-to-text on one record
- Service selection, location, and project or vehicle details captured
- Immediate acknowledgment to the lead
- Named staff alert, not a shared inbox
Attribution captured quietly, at the source
Source, landing page, and UTM values are captured with the submission and stay on the record through the estimate and the booked job, so you can tell which page and which channel produced work.
Pipeline assignment and stop conditions
Every connected web lead lands in a stage with one accountable owner and an agreed follow-up cadence. A reply, a booking, or a decision stops automation and hands the conversation to a person.
Connect your site, or scope a new one
A standard service-business website implementation is included when the project fits the established Cross X OS scope. If the site is larger, needs a substantial migration, or requires custom behavior, Cross X Agency quotes that implementation separately before work starts.
- Standard website implementation included when scope fits
- Existing website migration assessed before build
- Larger and custom website work quoted separately from $2,000
- $497 per month with a 12-month commitment
Division of work
What the system handles, what your team handles
Cross X OS handles
- Creating the record from a call, form, or chat
- Sending the immediate acknowledgment
- Alerting the named owner and tagging the source
Your team handles
- Quoting and scoping the work
- Deciding what the site should say
- Closing the job
FAQ
Questions about the website connection
Do you build the website too?
Yes. A standard service-business website implementation is included when the project fits the established scope. More involved sites, migrations, and custom setup are quoted separately from $2,000.
Can you connect the website we already have?
Yes. Connecting your existing site and phone number is part of mapping the lead journey during installation.
Is Cross X OS a page builder?
No. Cross X OS is the connected workflow behind the site: capture, acknowledgment, ownership, follow-up, booking, reviews, and attribution.
What gets captured from a web lead?
Contact details, the service selected, location, project or vehicle details, and the source, landing page, and campaign values that came with the visit.
Keep reading
Where this shows up
Connect the website to the follow-up
Cross X OS is $497 per month with a 12-month commitment. Start with the fit intake so we can confirm the website and workflow scope.