Five service paths for the operating flow.

Pick the build area that matches the current bottleneck. Each service path is backed by verified HMX-owned systems, proof, and case studies.

120
case studies
42
proof artifacts
99
systems

Services

Choose the part of the machine that needs attention.

  • CRM Systems

    CRM Systems

    CRM systems for operators: lead capture, stage logic, ownership, booking status, reminders, reporting views, and cleanup rules built around the real sales workflow.

    24
    cases
    10
    proof
    20
    systems
    • Cleaner lead ownership
    • Less duplicate manual tracking
    • Follow-up prompts tied to stages
    • Reporting views that show next actions
  • AI Automation

    AI Automation

    AI automation scoped around real handoffs: forms, CRMs, calendars, emails, alerts, reviews, payments, reports, and human review where the workflow needs judgment.

    26
    cases
    27
    proof
    20
    systems
    • Fewer copy-paste handoffs
    • Clear stop and fallback rules
    • Owner alerts when action is needed
    • Scheduled checks for recurring work
  • AI Agents

    AI Agents

    AI agents built around bounded jobs: qualify, summarize, route, remind, draft, and hand off. Sensitive or uncertain moments move to a human instead of pretending the agent knows everything.

    24
    cases
    1
    proof
    20
    systems
    • Faster first response
    • Clear escalation rules
    • CRM notes after agent interaction
    • Provider choices matched to the workflow
  • Dashboards & Analytics

    Dashboards & Analytics

    Dashboards and analytics for operators: CRM status, bookings, lead sources, workload, data hygiene, automation health, and monthly reporting without turning every view into decoration.

    25
    cases
    2
    proof
    19
    systems
    • One source for weekly review
    • Cleaner definitions before charts
    • Action queues instead of vanity metrics
    • Data freshness checks
  • Full-Stack Websites

    Full-Stack Websites

    Full-stack websites for service businesses and operators: route architecture, service pages, lead capture, metadata, proof boundaries, blog/database paths, analytics, and deployment checks.

    21
    cases
    2
    proof
    20
    systems
    • Clear service routes
    • Lead capture that saves context
    • SEO and schema on public pages
    • Analytics events tied to CTAs

How HMX builds

The process stays small until the workflow proves it needs more.

  1. 01

    Intake

    Share the workflow, tools, budget, and problem. The form captures context before any call.

  2. 02

    Scope

    Agree on the smallest reliable build, the owner, and the fallback path before work starts.

  3. 03

    Build

    Ship the system, test the handoffs, and document the parts you need to run it.

  4. 04

    Handoff

    Walk through the working system, what changed, and where it can extend next.

Operations by industry

The same engine adapts to how the business sells, books, and delivers.

  • Real estate investors

    Seller intake, property context, motivation scoring, follow-up, and acquisitions handoff.

  • Real estate agents

    Buyer/seller inquiry capture, listing follow-up, appointment booking, and referral tracking.

  • Solar

    Speed-to-lead, qualification, appointment setting, closer alerts, and campaign reporting.

  • Roofing

    Storm lead intake, estimate routing, no-show reminders, and job-status follow-up.

  • HVAC

    Repair and replacement requests, dispatch alerts, seasonal campaigns, and maintenance reminders.

  • Plumbing

    Emergency request routing, quote follow-up, review requests, and service history cleanup.

  • Med spas

    Consult booking, treatment reminders, membership follow-up, and client reactivation.

  • Dental clinics

    New-patient routing, recall campaigns, appointment reminders, and review requests.

  • Gyms

    Trial booking, member onboarding, churn-risk follow-up, and referral loops.

  • Coaches and consultants

    Application funnels, qualification, calendar routing, onboarding, and delivery check-ins.

  • Marketing agencies

    Client sub-account operations, lead routing, reporting, alerts, and fulfillment QA.

  • SaaS

    Demo routing, product-led activation, trial follow-up, support triage, and expansion signals.

  • B2B services

    Account research, outbound enrichment, demo booking, CRM handoff, and proposal follow-up.

  • Local services

    Inquiry capture, service area checks, booking, reminders, reviews, and reactivation.

  • Appointment-based businesses

    Qualification, booking rules, reminders, cancellation recovery, and calendar hygiene.

  • Education and coaching

    Lead magnets, cohort applications, nurture sequences, onboarding, and progress check-ins.

Not sure which service fits?

Describe the workflow and the problem. The intake routes it to the right build surface before the first call.

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