Works with the tools your team already runs.
SalesAsk connects to 25+ CRM, field service, dialer and financing platforms, ServiceTitan, Jobber, HubSpot and Salesforce among them. Every conversation is logged, scored and synced on its own.
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Every integration
The full list, by category.
If your platform is here, connecting it takes a login. If it is not, ask us. We add new ones most months.
CRM and field software
Summaries, coaching scores and next steps land on the job or contact record your team already works from. Nobody types them in twice.
ServiceTitanDeep syncField service management
Housecall ProField service management
JobberField service management
HubSpotCRM
SalesforceCRM
AccuLynxRoofing CRM
JobNimbusContractor CRM
Builder PrimeHome improvement CRM
LeadPerfectionHome improvement CRM
LeapIn-home sales software
MarketSharpContractor CRM
JobTreadConstruction management
ProLineContractor CRM
RoofLinkRoofing CRM
ServiceMinderField service managementLassoHome builder CRMRadiansERPERP
GoHighLevelCRM and dialer
PipedriveCRM
ZohoCRM
monday.comWork managementDialers
Calls made from the dialer are captured and scored, and the coaching sits on the same conversation the dialer logged.
Around the sale
Meetings, job photos, financing and your own AI tools, tied to the same visit record.
ZoomVideo meetingsVirtual consultations recorded and coached the same way as visits at the kitchen table.
CompanyCamJob site photosJob site photos link to the visit SalesAsk coached, so managers see the conversation and the finished work together.
WisetackConsumer financingFinancing talk is logged next to the Wisetack offer, so you can see what it does to close rate.
SalesAsk MCPConnect your own AI toolsLet the AI tools you already use query coaching data, transcripts and rep performance, no export.
Running something we have not listed?
New integrations go live regularly. Send us the name of your CRM, dialer or field software and we will tell you where it stands.
How connecting works
Connected in three steps. No IT team.
Pick your platform
Choose it from the integrations menu and sign in with the credentials you already use. Most take under five minutes, with no developer and no downtime.
The rep records
From the first recorded conversation, summaries, action items, coaching scores and next steps start syncing to the connected platform.
Coach from where you work
Managers read scorecards and trends in SalesAsk or inside the CRM. No switching between tabs to find what happened on a visit.
Once it is connected
The CRM stops depending on what reps remember to type.
One record
Managers, reps and owners read the same visit history. A homeowner who comes back three times shows up as one customer, not three.
No manual entry
Rep input is where CRM data goes wrong. Notes, next steps and coaching land on the right record without anyone typing.
Coaching tied to revenue
Connected to ServiceTitan or Housecall Pro, coaching is matched to job revenue, so you can see which behaviours close jobs and which only score well.
“It's great to see that percentage go up and know that they're confidently presenting what needs to be talked about: the process, our company, all of that.”
Read the story
“I was completely blind when it came to training my team and building their skills.”
Read the story
“It has allowed us to develop our people faster, hold them accountable, and deliver a better experience for our customers.”
Read the story
FAQ
Frequently asked questions
Yes. Summaries, coaching scores and next steps sync to ServiceTitan and Housecall Pro, and coaching data can be matched to closed job revenue.
Most take under five minutes. You sign in with your existing CRM or field service credentials. No developer or API work.
No. Once connected, SalesAsk logs meeting summaries, action items, coaching scores and next steps to the connected platform.
Yes. A common setup is a CRM like Jobber or HubSpot plus a dialer like Aircall or RingCentral, both connected at once.
Contact us. New integrations are added regularly, and custom connections may be possible through SalesAsk MCP.