Built for contractors and service teams

Less chasing jobs.
Less guessing margins.
More profitable jobs.

CRM, job-level accounting, and AI-powered outreach — built for contractors and service teams that can't afford to drop a lead.

Book a Strategy CallSee How It Works
HVAC Cold Outreach
4 steps · AI personalized
Active
Day 0Initial EmailSent
Day 3Follow UpSent
Day 7Value Add
Day 14Last Touch
Reply from Keller HVAC"Can we jump on a call this week?"

From one-truck operations to 50-person crews — built for the trades.

How It Works

Three pillars. One platform.

1

Manage your pipeline

Every contact, company, and opportunity in one place. Follow-up Radar surfaces anyone you haven't touched in 30, 60, or 90 days — zero configuration required.

2

Track every job

Know your P&L per job in real time. AI files receipts straight from your inbox, tracks worker time, generates invoices, and handles 1099s at year end.

3

Follow up automatically

Circuit researches every prospect and writes a personalized email sequence. Replies stop it instantly. The model learns what works for your contacts and gets smarter every month.

The Proof

Circuit uses Circuit to sell Circuit.

Our pipeline runs on the same system we're selling you. We didn't build case studies — we became one.

Real pipeline

Circuit's own sales pipeline is managed in Circuit CRM. Every stage, every touchpoint, every note — tracked automatically.

Real sequences

The outreach that acquired Circuit's clients ran through Circuit Suite. Not a test environment — the actual system.

Real results

Jake closed Circuit's first customers using Circuit. The product sold itself — because he built it to do exactly that.

CRM

A pipeline that actually works.

Manage contacts, companies, and opportunities in one organized system. Follow-up Radar automatically surfaces anyone you haven't touched in 30, 60, or 90 days — zero configuration. Scan a business card and the contact is created in seconds.

Contact & company management with full activity timeline
Opportunities board — drag-and-drop pipeline stages
Follow-up Radar — never lose a lead to silence
Business card scanner — scan a card, Circuit creates the contact
Team management, @mentions, and real-time notifications
Explore Circuit CRM
Pipeline — This Week
Skyline Roofing
Skyline LLC
$8,400
Proposal Sent
Davis Electric
Davis & Sons
$3,200
Follow-up
Apex HVAC
Apex Services
$12,000
New Lead
Summit Plumbing
Summit Co.
$5,800
Closed Won
3 contacts haven't been touched in 30+ days — Follow-up Radar
Job P&L — March
Kitchen Remodel — Harmon
Revenue
$18,400
Cost
$11,200
39%
Deck Build — Rivera
Revenue
$9,800
Cost
$6,100
38%
Bathroom Reno — Patel
Revenue
$7,200
Cost
$5,900
18%
Fence Repair — Nguyen
Revenue
$1,400
Cost
$1,650
-18%
4 receipts auto-filed from inbox this week — $2,840 in expenses matched
Accounting

Job-level accounting for contractors.

Know exactly what you made and spent on every job. Circuit connects to your inbox, reads PDF receipts, extracts the details, and files them under the right job automatically. Invoices, change orders, 1099s — handled.

Job P&L — revenue vs. cost per job, real-time margin
AI receipt filing — reads PDFs from your inbox, auto-files by job
Invoice generator and change order tracking
Subcontractor payments and 1099 tracking
Mobile time tracking — workers clock in from their phone, labor costs auto-populate the job folder, real-time P&L before you invoice
Explore Circuit Accounting

The Circuit Difference

The longer you use it,
the smarter it gets.

Circuit tracks what gets replies for your contacts specifically — subject lines, timing, sequence length. Every send is a data point. The model compounds.

Suite

AI outreach that learns how you sell.

Circuit researches every prospect, writes a personalized email sequence, and follows up until they reply. The longer you use it, the smarter it gets — per rep, per buyer, per market.

AI-personalized sequences for every contact
Multi-touch email + SMS
Replies detected instantly — sequence stops
Inbound lead response — instant outreach on form fills
Explore Circuit Suite
Active Sequences
HVAC Cold Outreach
12 enrolledActive
Follow-up: Quote Sent
8 enrolledActive
Win-Back Campaign
24 enrolledPaused
Today's Activity
3 replies received · 14 emails sent · 2 deals progressed
A/B Test Results
A
Quick question about your service calls
8% reply rate
BWinner
HVAC owners: are leads slipping through?
19% reply rate
Circuit learned: Specific pain-point subjects outperform general questions by 2.4x for your contacts.
AI-Powered

Gets smarter every day you use it.

Circuit learns which subject lines get replies for YOUR contacts, which sequences convert at YOUR deal size, and what tone YOUR buyers respond to.

A/B testing built into every sequence
Per-rep performance tracking
Reply pattern analysis over time
Improves with every send — permanently
Explore Circuit Suite
The Circuit Difference

Every rep gets their own Circuit.

01

Learns Your Buyers

Circuit tracks which messages your contacts actually respond to — subject lines, timing, tone, channel — and adjusts automatically.

02

Improves Over Time

After six months, Sarah's Circuit looks nothing like Marcus's — because it's learned their individual buyers, deals, and style.

03

Your Advantage Compounds

Every closed deal makes the next one easier. Circuit builds institutional knowledge that stays with your team — so your best reps keep getting sharper.

Before & After

Two ways to handle follow-up.

The Old Way

Leads sit in spreadsheets for days
Sales reps forget to follow up
Manual emails feel generic
No visibility into engagement
Deals die in inboxes silently
Follow-up stops after 2 touches
Deals die. Revenue walks out the door.

The Circuit Way

Leads captured and sequenced in seconds
Every follow-up happens automatically
Personalized messages triggered by behavior
Full visibility into every touchpoint
No deal is ever abandoned
6-step sequences + indefinite monthly drip
Your leads never go cold. Period.
Common Questions

We've heard every objection.

What's included in Circuit CRM?

Circuit CRM includes contact and company management, an Opportunities pipeline board, activity logging, Follow-up Radar (contacts with no activity in 30/60/90+ days, always visible), CSV import, team management, business card scanner, @mentions in notes, and a real-time notification system. The accounting add-on adds job P&L, AI receipt filing, invoices, change orders, 1099 tracking, and more.

What's Circuit Suite?

Circuit Suite is the AI outreach layer built on top of the full CRM. It adds AI-personalized email sequences (Perplexity researches every prospect, Claude writes tailored outreach), a per-rep learning model that tracks what gets replies for your specific contacts, reply detection, inbound lead response, multi-touch email + SMS, A/B testing, and open tracking. Suite is custom-built — Book a Call to get scoped.

How does pricing work?

Circuit CRM is self-serve starting at $29/mo. The accounting add-on is $49/mo on Basic and Plus plans, and included free in Pro ($149/mo) and Team. Circuit Suite has a setup fee starting at $5,000 and a monthly retainer starting at $1,500/mo — exact pricing is scoped on your intro call based on team size and requirements.

Less chasing jobs. Less guessing margins. More profitable jobs.

CRM, accounting, and AI outreach — built for contractors who want to run a tighter operation. Book a call or start free today.

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