CSV
Upload customer and lead lists from almost any system.
Integrations
Connect the customer list you already have.
Strategym is designed to work with almost any customer-list setup. Availability labels stay honest so launch promises match tested capability.
Excel
Import spreadsheet exports and map the fields before activation.
Google Sheets
Use a sheet as a lightweight customer source during setup.
Customer-completion form
Capture completed jobs through a Strategym form.
Universal webhook
Send completed jobs and leads from custom tools.
Jobber
Direct sync support is planned after first launch workflows are tested.
Housecall Pro
Direct sync support is planned after first launch workflows are tested.
Other service platforms
Custom connection paths are evaluated during guided onboarding.
Stop letting completed jobs and old opportunities disappear.
See how Strategym can automatically turn customer relationships into reviews, referrals, repeat service, and recovered opportunities.
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