Agentic CRM · Warehouse-native CDP
Your revenue already knows which marketing worked.Now you can ask it.
LaneLift joins your calls, forms, sales and ad spend into one customer model, then derives the sales journey from that data instead of asking anyone to maintain it. Ask a question in plain language and get the lane to lift — the channel and service line worth more of your money, and the move to make there.
Pre-launch. We’re working with a small number of design partners in home services.
The default
Marketing budgets get decided by instinct. Yours has better data than that.
In a multi-touch, multi-channel market, the honest answer to which channel made me money last quarter? is usually a feeling with a number attached to it.
You know the phone rang. You know the jobs closed. What you don’t know — not really — is which of those caused the other. So the budget goes roughly where it went last year, plus or minus a hunch, and the channel with the most persuasive rep gets the increase.
That isn’t a discipline problem. The systems holding your answer were each built to answer half of it, and none of them was built to talk to the other half.
The gap
Everyone sells half the answer.
Your numbers already exist. They are scattered across four systems that each hold one piece, and none of which reconcile.
Call tracking
Knows which ad produced the call. Doesn’t know whether it produced money.
Accounting
Knows the money to the cent. Doesn’t know where the customer came from.
Ad platforms
Know the spend — and report conversions they scored themselves.
The spreadsheet
Holds it together. Maintained by a person, until it isn’t.
The valuable half is the one nobody sells: the join. And it is only worth anything at the grain where money actually happens — the deal.
How it works
Three decisions that make the number trustworthy.
None of them is a setting. They are the reason the answer is still right on Monday morning without anyone having touched it.
01
Derive, don’t administrate.
Every CRM can model a pipeline. The reason yours is out of date is that it asks a person to keep it true — convert the lead, advance the stage, mark it won. That upkeep is the tax, and the tax is why the system drifts inside a quarter.
LaneLift computes the journey from events it already holds. A sale is an observable fact; the contacts that preceded it are what produced it. Deterministic, re-runnable, no data entry, and no model guessing at something mechanical.
The ops burden is the real competitor here, not the incumbent CRM. A business will not adopt discipline it has already failed to adopt five times. It will adopt a system that is correct before anyone opens it.
What a CRM asks someone to keep true
What LaneLift computes from events it already holds
the sale
02
Revenue lands on the deal, not the person.
Most systems put one source field on the customer record. That holds until the customer buys a second time — and in home services, most of them do. One first-touch field can’t say this job came from search and that one came from a referral, and it can’t give you cost per job at all.
LaneLift attributes revenue at deal grain: every job carries its own source stamp.
And revenue attributes whole — one deal, one source. Split credit is arithmetically tidy and operationally useless; nobody has ever moved a budget because a channel earned 0.34 of a job. Assists stay visible. They just don’t get paid.
One field on the person
One stamp per job
03
Identity is deterministic. We don’t guess.
Records join on phone, email and click id — facts, not similarity scores. A wrong merge quietly corrupts every number downstream, and a confident wrong answer costs more than an honest gap.
So when two records might be the same person and nothing proves it, LaneLift leaves them apart — and tells you what would close the gap.
- phone
- click id
- similar name
The unit of decision
A channel isn’t a lane.
A lane is channel × service line. It’s where the economics actually live, and it’s why the company is called what it is.
Your service lines don’t share economics. An install and a service call are not the same business, and they don’t deserve the same verdict on the same channel. A channel that looks mediocre on lead count can be the one booking your biggest jobs; a channel that looks busy can be filling the calendar with work that barely clears cost.
So judge the intersection, not the column. Then the recommendation has somewhere to land: this channel, for this service line, is worth more money — and here’s the move.
the lane to lift
The surface
The interface is a question.
LaneLift is not a dashboard product with a chatbot bolted on. Chat is the primary surface, and the dashboards are views onto the same tools the agents call — so a number on a chart can never disagree with the same number in an answer.
The Navigator
Sees across everything
I'm the Navigator — I see across Sales, Marketing, and your data. Ask me for the big picture, or point me at any specialist.
- What should I know today?
- Is my ad spend paying off?
Sales
Hot leads, scoring, pipeline
I'm your Sales specialist — I surface hot leads, tune scoring to your business, and answer operational questions about your pipeline.
- Who are my warmest leads?
- What changed in my pipeline?
Marketing
Budget, returns, campaigns
I'm your Marketing specialist — I track where the ad budget goes, what it returns, and which keywords and campaigns are worth it.
- Where is my ad budget going?
- Which keywords are wasting spend?
Data Manager
Coverage, and the gaps in it
I'm the Data Manager — I watch your data coverage and flag the gaps that weaken scoring and attribution.
- What data gaps do I have?
- Why are leads missing sources?
One voice across all four. They differ in what they watch, not in personality — and none of them is a person. The Navigator is an instrument: a heading, not a friend. It earns trust by being legible — showing its tools, its sources and its coverage — rather than by being likeable.
The trust rule
Every claim states its coverage first.
Attribution has a ceiling. Always. The question is whether your software admits it.
Some of your revenue will never carry a source. The customer who called the owner directly. The referral that never touched a form. The job that came off a truck someone saw at a light. That share is not a bug to be hidden behind a prettier chart — it is the most important number on the page, because every ratio computed above it is conditional on it.
So LaneLift publishes the ceiling before it publishes anything computed underneath it. “Of attributed revenue” is never allowed to become “of revenue” — in the dashboards, in the exports, and in every sentence an agent says. Raising that ceiling is its own workstream, with an agent whose entire job is the gaps.
A confident number over a hole in the data is the fastest way to lose a business owner permanently. We would rather be useful and honest than impressive and wrong.
coverage — stated first, every time
- Revenue we can trace to a source
- Revenue that carries no source
Scope
What LaneLift is not.
Each of these is a choice, and each one buys something.
Not your booking or invoicing system.
We don't schedule the job, send the estimate or issue the invoice. That constraint is exactly what forces derived opportunities: because we don't own those events, we can't demand that anyone record them for us.
Not a fractional attribution model.
Revenue attributes whole, to one source. Assists stay visible and never earn credit — nobody has ever moved a budget because a channel earned 0.34 of a job.
Not a probabilistic identity graph.
Deterministic joins only. If it is not provable, the records stay separate and we tell you what would close the gap.
Not a website, form or ad builder.
We read those systems. We do not replace them, and we do not ask you to rebuild anything that already works.
Not a dashboard with a chatbot on it.
Chat is the product surface. Dashboards are a view of the same tools the agents call, never a second data path that can quietly disagree.
And it isn’t a rip-and-replace. LaneLift runs on the data your current stack already produces.
Fit
Built for the operator who answers “which lane?” with an opinion.
LaneLift is sharpest in a specific shape of business. If this is you, the fit is immediate.
High-value jobs
Real money moves through a small number of channels, and a single job is worth chasing.
The phone still wins
Most intake is a call — which is precisely where attribution usually breaks.
Repeat customers
The same customer buys again, which is why one source field on the person was never going to hold.
No analyst
Nobody's job is reconciling this. There is no one to hand a BI tool to.
Built by operators who spent decades inside enterprise data stacks and SMB back offices — long enough to know the answer is already in the data, and that nobody has the hours to go get it.
The lane to lift, not another dashboard to read.
LaneLift is pre-launch, and we’re taking a small number of design partners — businesses whose data we work on directly while the product is being shaped. If your numbers live in four systems and a spreadsheet, that’s the profile.
Already have an account? Sign in →