CRM for home service businesses Leads, calls, jobs and invoices in one place
Persilio by Savo Group is where contractors, cleaners and other service businesses keep every lead, text, email and call, schedule the work, close out finished jobs with photos, and get paid.
No subscription. No per-seat pricing. No feature gates.
Built for the people who do the work: drywallers, dog walkers, electricians, cleaners, and contractors
Call customers from your business number
Click Call on any contact or lead. Persilio rings your cell phone, you press 1, and you're connected to the customer. They see a business number, never your personal cell: your own business line, the one they already know, or the Persilio number we set up for you. You choose.
- Works from the phone you already carry. Nothing to install.
- Keep your existing business line. Nothing is ported or transferred
- Calls are logged on the contact and can be recorded, the same as calls that come in
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1. Click Call
SMCallSarah Mitchell
(360) 555-0101
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2. Your cell rings. Press 1.
Incoming call
Persilio
"Persilio call to Sarah Mitchell. Press 1 to connect."
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3. The customer sees your business
RecordedIncoming call on Sarah's phone
(360) 555-0100
Your business number
Illustration of a call placed from Persilio.
From first call to paid invoice
The screens below are from Persilio itself, with a sample business loaded.
Texts, email and calls in one inbox
Every person gets one thread, whether they texted, emailed or called. Beside it you see who they are, what they asked for on your website, and what's on the schedule for them.
- Call recordings with a written transcript and summary
- Send a link for full-quality photos and video instead of blurry picture messages
- Your team gets email addresses on your own domain
Know where every lead came from
Website forms, phone calls, chat and manual entries land in one list, each tagged with the channel that first brought the person to you. Job applications go to their own tab so they don't clutter your sales leads.
- A notification on your phone the moment a lead comes in
- Spam and troll submissions are flagged and never get a thank-you email
- Export to CSV or Excel with the full source details
Close out jobs with before and after photos
A job is closed out when it's marked complete with a before and an after photo. If Savo Group runs your marketing, we turn those photos into Google Business Profile posts and project pages on your website.
Pulse tells you what needs attention: finished jobs that were never closed out, estimates that went quiet, and customers who were never asked for a review.
A customer list that tells you who to call
When a lead is won, a job is finished or an invoice is paid, that person becomes a customer. See how many jobs they've had, what they've paid, what they still owe, and whether they've been asked for a review.
- Filter to customers who need a review request or have an unpaid balance
- Find past customers with no work in six months
- Spot repeat customers at a glance
Everything else in Persilio
Quoting, scheduling, reporting and running a team, in the same account.
Quotes, invoices and e-signatures
Build a quote, send it for signature, and turn it into an invoice. Monthly plans can step up in price over time, recurring invoices are drafted on their due date for you to send, and customers pay by card or bank transfer through Stripe.
Scheduling with Google Calendar sync
Book jobs and appointments in Persilio and they appear on your Google Calendar. Edits and cancellations follow them. Customers can book a time from your booking page, and you can turn on reminders before each appointment.
Monthly marketing reports
Savo Group clients get a report every month that shows where you rank on Google for each service in each city you serve, checked from that city, next to your organic traffic and the leads it brought in.
Website traffic and lead sources
See where visitors come from, which pages they land on, and which channel each lead came from: Google search, ads, social, referral or direct. Call tracking numbers tell you which calls came from where.
Google reviews and Business Profile posts
Your Google reviews sync into Persilio, and you can ask a customer for a review with one click. For Savo Group clients, finished jobs are posted to your Google Business Profile with their photos.
Website chat that books the work
An AI chat on your website that takes the customer's details and photos and sends the request to Persilio as a lead. It answers questions from documents you give it, like your price list, and filters out spam. Uses your AI credit.
Training courses for your team
Put your handbook and procedures into courses with video, images and files. Employees work through them under My Training, and you can see who has finished what.
Team access you control
Invite someone with their role and exactly which parts of Persilio they can open. You can see when the invite was sent, whether it was delivered, and when they joined.
Attendance and time off
Employees request time off and call out sick from their phone. Managers approve, find cover, and see who is working on any given day in your business's time zone.
Route and day planning
For businesses that send people to many addresses a day: plan each person's stops in order, inside the customer's time window, and see a warning when a plan cannot work.
English and Spanish
Each person picks their own language. Persilio, its notifications and Percy all switch to Spanish for the people who want it, while the rest of the team stays in English.
Works with Claude
Connect Persilio to Claude to ask about your leads, write quotes, or edit training courses in plain language. A REST API is available for your own tools.
Read the developer docs
Deleted something by mistake? It goes to Trash first, and you can restore it from Settings.
An AI assistant that knows your business
Ask Percy about your leads, jobs, schedule, reviews or who owes you money, by typing or by voice. Percy can draft a text, book an appointment, log a call, or close out a finished job. It shows you exactly what it's about to do and waits for your yes.
- Nothing is sent or changed until you confirm it
- "Catch me up" gives you new leads, today's schedule and what's overdue
- Closes out finished jobs and asks customers for reviews
- Answers in Spanish for anyone who uses Persilio in Spanish
Every account starts with $10 of free AI credit. After that you pay for what Percy uses, with a card on file.
Percy drafted a text to Dana
Hi Dana, thanks for reaching out about the roof estimate. We've got an opening Thursday at 10am. Want me to lock it in?Free for Savo Group clients
If Savo Group runs your marketing, Persilio is free. The account, dashboard, leads, jobs, scheduling and team logins cost $0. You only cover usage for the things that cost real money to run.
| Account, dashboard, leads, customers, jobs, scheduling, calendar sync, team logins | $0 |
| Business phone number | $3/mo |
| Texts sent and received | Carrier cost + markup |
| Call recording and transcripts | Usage cost + markup |
| Percy and website chat (AI) | $10 free, then usage |
| Invoicing and card payments | Stripe fees, no markup |
| Document signing | Included, $0 |
Not a client yet? Even paying full usage, a contractor doing ~40 leads/month might run $15-30. Compare that to the flat monthly bills elsewhere:
Persilio by Savo Group Built by an agency that runs on it every day
Persilio is made by Savo Group, who use it to run their own business and their clients' marketing. It's free for Savo Group clients, and it works just as well on its own.
Start free
Persilio comes free with Savo Group. Your leads, calls and messages land in one place from day one.
Win more work
Follow up fast, book the job, and send the quote from the same screen.
Grow with it
Add your crew, take card payments, train new hires, and let Percy handle the busywork.
Already a Savo Group client?
Persilio is free for Savo Group clients. Log in to see every lead, call and job in one place.