ZyloBase
From an interested door knock to a recurring customer.
A purpose-built CRM where canvassing, property history, quoting, routing, and payment live in the same workflow.
- Client
- ZyloBase LLC
- Industry
- Home & Field Services
- Region
- United States
- Engagement
- B2B SaaS · Field Service CRM · Route Management · Sales Automation
Many field-service companies really run two businesses at once. Canvassing teams knock doors and win new customers. Ops teams schedule recurring routes and do the work. The two usually live in different software, so door outcomes sit in notebooks or a knocking app while routes, invoices, photos, and reviews sit somewhere else. ZyloBase was built to kill that handoff. Hashlogics helped build it.
The problem we set out to solve.
Door-to-door work produced leads, but those outcomes never became CRM and route data on their own.
Without a shared territory view, two reps could knock the same address without knowing.
Normal CRMs pin history to the customer, even though the property keeps its service history when people move.
A customer sold at the door still had to be moved into a recurring schedule by hand.
Owners paid separately for canvassing, CRM, photos, reviews, AI texting, accounting sync, and reports.
What success needed to look like
- Give reps a fast mobile workflow at the door.
- Keep service and knock history on the property itself.
- Show territory coverage and cut duplicate knocks.
- Turn interested prospects into recurring routes without retyping data.
- Connect invoices, payments, reviews, QuickBooks, pay, and reports.
- Keep working where the signal is weak.
How we delivered it.
- 01
Start in the field
Centered the flow on what a rep needs at the door. Logging an outcome had to beat writing it down.
- 02
Make the property a core record
Treated the address as long-lived history, not a field on the current customer.
- 03
Connect sales to operations
Removed the handoff between an interested door knock and a recurring-route customer.
- 04
Bring field tools together
Built quotes, photos, texts, reviews, payments, accounting sync, pay, and reports on the same data.
- 05
Design for field reality
Shipped the product as an offline-capable mobile PWA, so reps keep working without dependable Wi-Fi.
What we built.
ZyloBase joins a canvassing CRM and recurring route management in one app. At the center sits Address History, which keeps service records on the property itself, so context survives when a customer moves or a new owner takes over. A rep knocks, logs the outcome from the phone with GPS, and supervisors see territory activity live. An interested property moves straight into recurring service through RouteConvert, with no separate route system.
Results & impact
<15s
to log a door knock
ZyloBase-published product benchmarks, 2026
~30s
knock-to-route conversion
ZyloBase-published product benchmarks, 2026
0
route rebuilding once the schedule is set
ZyloBase-published product benchmarks, 2026
Whose numbers these are.
ZyloBase states the platform is fully built, live, and in use in the field, with its founding operators onboarding now. The benchmarks above are ZyloBase-published claims, not our measurements.
ZyloBase solves a problem the software categories created. Winning a customer at the door and serving that property every month are not separate workflows. They are one revenue cycle, and this product joins that cycle around one property record.
