Home and homeowner context
Keep property details, household context, contact history, notes, dispositions, and follow-up together in one record.
Home service contract CRM
Give your home service contract team a purpose-built sales platform
Vector CRM is the software layer for companies that sell and manage home service contracts, organizing homeowner and property context, plan selection, contracts, payments, and follow-up without losing visibility across campaigns, reps, and partners.
- Property context
- Coverage options
- Customer history
Home coverage workspace
1842 Oak Ridge Drive
Property details confirmed · Quote in progress
HVAC
Appliances
Plumbing
Payment options
Contract ready
One connected record
Sales and operations aligned
Built for home protection
Make a complex coverage decision feel organized
Give sales and operations teams a shared home for customer context, property details, eligible protection, payment progress, and the history that supports future service and renewals.
Systems and appliance coverage
Present plan and coverage options clearly, record selections, and carry the right details into contract and payment workflows.
A continuous customer history
Give sales, support, and management a clearer trail from initial campaign through contract activity and future conversations.
Product Workflow
A confident path from opportunity to contract
Keep the rep focused, the operational details connected, and the outcome visible at every step.
01
Capture the opportunity
Bring in direct, partner, mail, and digital demand with campaign source and ownership intact.
02
Understand the home
Keep the homeowner, property, coverage interests, notes, and follow-up in a guided workspace.
03
Build the right plan
Move from eligible systems and appliances to a clear quote, payment choice, and contract.
04
Keep the relationship
Preserve a useful history for operations, reporting, partner needs, and future renewal conversations.
Also on Vector CRM
Vehicle service contracts
Support vehicle-aware intake, VSC quoting, payment plans, contracts, dealer programs, and campaign ROI on the same platform.
See the software behind a better-run service contract operation
Bring how your company markets, sells, funds, and manages vehicle or home service contracts. We will map your lead intake, sales process, payments, reporting, and partner handoffs to one connected platform.
- Workflow review
- Product and campaign mapping
- Reporting and ROI walkthrough
- Admin and permissions review