CRM

CRM FOR
WATER TREATMENT
DEALERS.

Leads come in from ads, search, your website and the phone. Matyx puts every one of them in one pipeline, follows up automatically, and shows you which marketing turned into booked water tests and closed installs.

Talk to Our CRM Team
See the Results
Tri-County Water Specialists case study cover image

On the same $1,800 monthly ad budget, Tri-County Water Specialists turned 105 qualified leads into 52 booked appointments and 20 closed deals worth $21,289 in 30 days.

See the Results
$21K
Mobile PageSpeed score
Girl drinking a glass of water while her mother fills a glass from the kitchen faucet

What you get

EVERY LEAD, ONE PIPELINE.

We set up a pipeline that matches how your team sells, from new lead to booked water test to closed install, with an owner on every record. Automations send follow-up texts and emails and ask happy customers for reviews, junk leads are filtered before your reps see them, and every closed deal traces back to the keyword, ad or page that started it. Already run your business on ServiceTitan, Housecall Pro or Service Fusion? We connect the CRM to it, so new leads flow into your system and closed jobs flow back.

A PIPELINE BUILT FOR HOW DEALERS SELL
AUTOMATED TEXT AND EMAIL FOLLOW-UP
AUTOMATIC REVIEW REQUESTS
ATTRIBUTION FROM CLICK TO CLOSED DEAL
CONNECTS WITH THE SOFTWARE YOU USE

HOW IT WORKS

01

Map your process

We learn how leads come in, who works them, and what happens after the water test.

02

Build

We set up your pipeline stages, lead routing, follow-up and review automations, and tracking.

03

Connect

We connect your website forms, call tracking, ads, booking calendar and field service software.

04

Report

You get one view of where every lead came from and what it turned into.

Why Matyx

We Love Helping Water Treatment Dealers Grow

Water treatment dealers are the businesses we know best and the ones we most enjoy working with. Helping a local dealer book more water tests, fill the install calendar and grow service revenue is the work our team loves most.

Two professionals discussing renewable energy plans with wind turbine models
Water treatment is our core

Not one vertical among dozens. It's the industry we were built on — so our strategies come from how these businesses actually grow, not borrowed from another category and bent to fit.

Low-angle view of industrial pipework against tall buildings
We know how the business runs

Lead cycles, install economics, salt delivery, service plans and system financing. We strategize for the specifics, not from a generic playbook handed to every client.

Close-up of a young plant sprout with dew on its leaves
A partner, not a vendor

We become the system behind your growth, not another line item you manage. Start with one service or the full ecosystem — every pillar is built to plug into the rest.

case studies

WATER TREATMENT OPERATORS WHO TRUST US.

View All Case Studies
Bates Water Pros case study cover image

Bates Water Pros now scores 94 on mobile and 97 on desktop PageSpeed, with eleven water-problem pages and seven county pages built to win searches across Western Colorado.

94
MOBILE PAGESPEED SCORE
Tri-County Water Specialists case study cover image

On the same $1,800 monthly ad budget, Tri-County Water Specialists turned 105 qualified leads into 52 booked appointments and 20 closed deals worth $21,289 in 30 days.

$21K
REVENUE IN 30 DAYS
De Anza Water Conditioning case study cover image

De Anza Water Conditioning cut cost per lead from $36 to $15, grew organic traffic 50% in a single quarter, and now holds the #1 map spot in Campbell for softeners and RO.

-58%
COST PER LEAD
Tri-County Water Specialists case study cover image

On the same $1,800 monthly ad budget, Tri-County Water Specialists turned 105 qualified leads into 52 booked appointments and 20 closed deals worth $21,289 in 30 days.

$21K
REVENUE IN 30 DAYS
Bates Water Pros case study cover image

Bates Water Pros now scores 94 on mobile and 97 on desktop PageSpeed, with eleven water-problem pages and seven county pages built to win searches across Western Colorado.

94
MOBILE PAGESPEED SCORE
De Anza Water Conditioning case study cover image

De Anza Water Conditioning cut cost per lead from $36 to $15, grew organic traffic 50% in a single quarter, and now holds the #1 map spot in Campbell for softeners and RO.

-58%
COST PER LEAD

clear answers

FREQUENTLY
ASKED
QUESTIONS

Yes. The CRM comes included with every Matyx package.

Yes. Your team gets its own login, and we'll walk you through the pipeline and lead reporting.

Follow-up texts and emails go out automatically when a lead comes in, books or goes quiet, and happy customers get an automatic review request after the job.

Yes. We connect your CRM and ads to the field service software you already use, including ServiceTitan, Housecall Pro and Service Fusion, so you don't have to change how your team works.