What Topline Pro does

Topline Pro is a vertical AI software platform purpose-built for home service small businesses — including landscapers, roofers, painters, HVAC, concrete, fencing, tree removal, construction, electrical, plumbing, and garage door operators. The company was founded in 2020 by Nick Ornitz (CEO) and Shannon Kay (COO), originating from their earlier venture Dwelling Management before being rebranded from ProPhone to Topline Pro in February 2022. Headquartered in Brooklyn, NY with a secondary office in Boston, the company employs 51-100 people and serves between 2,000 and 5,000 small businesses across all 50 US states, reportedly helping customers generate more than $655 million in cumulative booked revenue and 30,000+ five-star reviews.

The platform is organized into three AI agent suites — AI Marketer ('Get Work'), AI Sales Rep ('Win Work'), and AI Operator ('Do Work') — that combine to deliver an integrated marketing, sales, and operations stack. Core modules include a done-for-you optimized website, social media management, a Nextdoor-scanning Prospect Feed, fully managed Google Ads, review management, a Request Pipeline CRM, an AI Sales Assistant (always-on conversational lead qualification), AI Voice (24/7 call answering and appointment booking), AI-assisted quoting, project showcases, scheduling synced to Google Calendar, Stripe-powered invoicing with instant payouts, and a customer management hub. The platform uses LLM-based AI agents purpose-built for the trades and integrates natively with CompanyCam, Facebook, Google My Business, Google Calendar, Nextdoor, and Stripe.

Topline Pro operates a product-led growth model with self-serve signup, no contracts, and a free sample website offered with every plan. Revenue is generated through three subscription tiers ($199/$249/$299 monthly, with 20% discounts on annual billing) supplemented by a $200/month AI Sales Assistant add-on and a usage-based Google Ads management service (20% of ad spend, $150/month minimum). Standard Stripe payment processing fees (2.9% + $0.30 per transaction) are passed through. The company has raised approximately $49 million across three funding rounds — a $5M seed in October 2022, a $12M Series A led by Forerunner Ventures in July 2023, and a $27M Series B led by Northzone in August 2025 — with additional backing from BBG Ventures, Bonfire Ventures, Flybridge, Tactile Ventures, Industry Ventures, and TMV.

Name

Topline Pro

Legal name

Dwelling Management (referenced in Privacy Policy; full registered legal name with corporate suffix not explicitly stated in source data)

Website

https://toplinepro.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

101–250 employees

Short description

Topline Pro is an AI-powered vertical SaaS platform that helps home service small businesses (landscapers, roofers, painters, HVAC, and similar trades) manage marketing, sales, and operations. Bundled AI agents handle website building, lead qualification, voice calls, and back-office workflows for 2,000-5,000 customers across all 50 US states.

Ownership category

akta.pro rank

Product category

Home Services Business Management Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372), Services-Advertising Agencies (7311)

akta.pro primary industry

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)

Keywords

• Home services SaaS
• AI marketing platform
• Contractor business software
• Service business CRM
• Generative AI tools

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS subscription plans (Starter, Core, Pro): Monthly or annual subscription tiers ($159–$299/mo) with feature-gated access to website, SEO, social media, prospect feed, reviews, quoting, CRM, scheduling, invoicing, and showcases. Annual billing offers a 20% discount. Month-to-month, no contracts.
2. Add-on: AI Sales Assistant: Recurring $200/month add-on layered on top of a base plan, providing the AI Sales Assistant for lead qualification and follow-up.
3. Add-on: Google Ads management: 20% of ad spend with $150 minimum/month, recurring revenue stream tied to managed paid media spend.
4. Payment processing fees (Stripe): Industry-standard transaction processing fee of 2.9% + $0.30 per transaction on customer payments routed through Stripe.

Pricing tiers

Go-to-market motion4 records

Distribution channels3 records

Marketing channels9 records

Core offering

Topline Pro is an AI-powered, all-in-one SaaS platform that helps home service small businesses (landscapers, roofers, painters, HVAC, concrete, and other trades) build and run their marketing, sales, and operations. It bundles three AI suites — AI Marketer (Get Work), AI Sales Rep (Win Work), and AI Operator (Do Work) — covering done-for-you websites, SEO, social posting, lead qualification, AI voice/chat assistants, CRM, scheduling, invoicing, payments, and project showcases.

Product overview

Topline Pro is a single unified AI-powered platform for home service small businesses (landscaping, roofing, painting, HVAC, concrete, fencing, tree removal, and similar trades), organized into three AI suites: AI Marketer ('Get Work'), AI Sales Rep ('Win Work'), and AI Operator ('Do Work'). The platform centers on a Done-For-You Optimized Website that anchors an integrated stack of modules including Social Media Management, Prospect Feed, Digital Advertising, Review Management, Requests Pipeline, AI Sales Assistant, Quoting, Showcases, AI Voice, Projects, Photo Management, Scheduling, Invoicing + Payments, and Customer Management. Customers subscribe via Starter, Core, or Pro plans (with annual discounts) and can layer on Google Ads management and the AI Sales Assistant as paid add-ons; the platform integrates natively with CompanyCam, Facebook, Google My Business, Google Calendar, Google Ads, Nextdoor, and Stripe. By 2025 Topline Pro reported helping thousands of home service professionals generate over $655 million in booked work across all 50 US states, evolving from its 2021 predecessor ProPhone into an agentic SaaS platform following a $27M Series B led by Northzone.

Differentiator

Problem solved

Functional benefit

Products and services

• Optimized Website Done-for-you custom, SEO-optimized website built and maintained by Topline Pro, with a first-draft delivered within 24 hours, mobile-first design, integrated booking form, and unlimited updates. Targets home service small businesses that need an online presence without building one themselves.
• Social Media Management Automated branded social posting that syncs with Facebook and Google Business Profile, using AI to generate posts from real photos, team bios, seasonal topics, and customer reviews. Keeps service business profiles active and SEO-friendly.
• Prospect Feed Daily-scanned feed of real homeowner requests from platforms such as Nextdoor, filtered by service type and location, allowing pros to reach out to local opportunities before competitors. Includes Most Recent and Recommended views.
• Digital Advertising (Google Ads Management) Fully managed Google Ads campaigns run by a dedicated Topline Pro ad specialist, including targeting, keyword strategy, A/B testing, ad copy, landing pages, and weekly bid/budget optimization with transparent performance reports.
• Review Management Centralized review request, collection, and syndication to Google and Facebook, with one-click posting of standout reviews to social, automated review requests after a job, and personalized messages.
• Request Pipeline Visual CRM pipeline that organizes every customer request through stages (Request, Qualifying, Quoting, Won, Lost/Closed), with list and drag-and-drop board views, filters, sub-statuses, and mobile-friendly access for service business owners.
• AI Sales Assistant Always-on conversational AI add-on that responds to website leads and missed calls within seconds, qualifies prospects with business-specific questions, gathers photos and videos, filters spam, and integrates directly into the Request Pipeline. Customizable name, tone, hours, and questions.
• Quoting AI-assisted quoting tool that generates professional branded proposals from inputs, sends via SMS/email, follows up automatically, and converts approvals into booked jobs in the pipeline, with status tracking for pending/accepted/declined.
• Showcases Turns completed jobs into SEO-optimized project showcases using AI to pre-fill titles, descriptions, and location tags from project details and customer reviews. Auto-posts to Facebook/Google and embeds booking buttons for conversion.
• AI Voice 24/7 AI voice assistant that answers inbound calls, blocks spam, qualifies leads, books appointments, and produces call summaries plus full transcripts. Supports distinct selectable voices, customizable greetings, and smooth handoff to the business owner.
• Projects Central record for every job containing photos, descriptions, customer details, service/location info, notes, and reviews, publishable as a Showcase with one click. Mobile-friendly for field access.
• Photo Management Centralized photo library with tagging, filters, and galleries, with direct uploads and automatic sync from CompanyCam. Photos are usable across projects, showcases, social posts, and other marketing content.
• Scheduling Customer-facing scheduling integrated with the website booking form and synced to Google Calendar to prevent double-bookings. Captures customer availability, supports custom buffer times and appointment windows, and lets the owner approve or decline dates.
• Invoicing + Payments Branded invoice creation, credit/debit/ACH payment acceptance powered by Stripe, automated reminders, custom payment links, Stripe Smart Disputes support, and 24/7 Instant Payouts. Transforms approved quotes into invoices instantly.
• Customer Management CRM hub storing contacts, service history, quotes, payments, notes, photos, and a complete interaction timeline. Supports import of existing contacts, auto-creation from booking forms, in-app calling/texting/emailing, and review-request blasts.

Quantifiable outcome

• $655M+ in booked revenue generated for customers across all 50 US states
• +9 more outcomes

Named customers21 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability14 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core product integration, recommended integration, core infrastructure partner, core add-on product, partnership listing and legal advisor on series b.

• CompanyCamcore product integrationTechnology or IntegrationCompanyCam is featured in Topline Pro's Photo Management module: customers can connect CompanyCam to auto-sync tagged job photos into Topline Pro galleries and projects, reducing manual uploads. Listed as an App Integration on the Integrations marketplace.
• QuickBooksrecommended integrationTechnology or IntegrationQuickBooks is recommended in the Topline Pro App Marketplace for accounting and finance management; the Topline 'Compare' page also cites QuickBooks integration as part of its CRM.
• Stripecore infrastructure partnerTechnology or IntegrationStripe powers Topline Pro's invoicing, online payments, Smart Disputes, and 24/7 Instant Payouts. Industry-leading processing fees of 2.9% + $0.30 per transaction are passed through.
• Google My Businesscore product integrationTechnology or IntegrationTopline Pro integrates with Google My Business to optimize profiles, sync new reviews automatically, and schedule weekly update posts. Listed as an App Integration in the marketplace.
• Facebookcore product integrationTechnology or IntegrationFacebook is an App Integration in Topline Pro's marketplace; the platform auto-syncs new reviews and auto-posts content (showcases, social posts) directly to Facebook business pages.
• Yelprecommended integrationTechnology or IntegrationYelp is recommended in Topline Pro's App Marketplace to help customers connect with new prospects and grow online reputation.
• Google Adscore add-on productTechnology or IntegrationGoogle Ads is both a recommended marketplace integration and a Topline Pro managed add-on (20% of ad spend, $150 minimum/month) with a dedicated ad specialist handling targeting, keywords, ad copy, and ongoing optimization.
• Canvarecommended integrationTechnology or IntegrationCanva is recommended in Topline Pro's App Marketplace under Design for creating graphics and branded content.
• OpenPhonerecommended integrationTechnology or IntegrationOpenPhone is recommended in the Topline Pro App Marketplace under Phone System for business phone capabilities.
• Indeedrecommended integrationTechnology or IntegrationIndeed is recommended in the Topline Pro App Marketplace under Hiring to help small businesses find candidates quickly.
• ZipRecruiterrecommended integrationTechnology or IntegrationZipRecruiter is recommended in the Topline Pro App Marketplace under Hiring to help customers find qualified candidates quickly.
• Lookarecommended integrationTechnology or IntegrationLooka is recommended in the App Marketplace under Design for logo design and brand identity for entrepreneurs.
• Fiverr Logo Makerrecommended integrationTechnology or IntegrationFiverr Logo Maker is recommended in the App Marketplace under Design for AI-powered logo creation.
• ResponsiBidrecommended integrationTechnology or IntegrationResponsiBid is recommended in the Topline Pro App Marketplace under Estimating for sales funnel automation software for home services.
• Blue Dove Consulting Grouppartnership listingImplementation/ SI/ Consulting PartnerBlue Dove Consulting Group is listed as a Topline Pro 'Partnership' under Finance, providing all-in-one tax and accounting services tailored to home improvement businesses.
• Orricklegal advisor on series bImplementation/ SI/ Consulting PartnerOrrick advised Topline Pro on its $27M Series B financing (per Global Legal Chronicle's coverage of the round), serving as legal counsel for the transaction.

Scale indicators11 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Housecall Pro: Direct competitor offering field service management, CRM, scheduling, invoicing, and marketing tools for home service SMBs across plumbing, HVAC, electrical, cleaning, and similar trades. Comparable customer profile (small home service businesses), similar pricing band, and overlapping feature set.
• Jobber: Direct competitor serving home service SMBs with CRM, scheduling, invoicing, quoting, and client management. Targets an overlapping customer base (residential and commercial service businesses) with a comparable subscription model.
• Workiz: Field service management SaaS for home service SMBs (HVAC, plumbing, appliance repair, locksmiths, garage door). Direct overlap in customer profile and feature scope (scheduling, CRM, payments, marketing) with Topline Pro.
• FieldEdge: Field service software for residential and light commercial contractors (HVAC, plumbing, electrical). Provides similar scheduling, dispatch, CRM, and customer communication tools to home service SMBs.
• ServiceTrade: Service contractor software focused on commercial fire, life safety, and mechanical contractors; overlapping trade verticals (HVAC, plumbing, electrical) with Topline Pro's customer base and offering similar CRM, scheduling, and quoting capabilities.
• Markate: All-in-one business software for home service contractors with marketing, CRM, scheduling, and invoicing modules. Smaller scale than Topline Pro but direct overlap in customer profile and feature scope.

Broad incumbents

• ServiceTitan: Larger, publicly traded incumbent serving commercial and residential contractors (plumbing, HVAC, electrical, roofing) with a comprehensive operations platform. Far larger scale, deeper enterprise features, and broader customer base than Topline Pro, but addresses the same end market.
• Thumbtack: Online marketplace connecting homeowners with local service professionals across the same trades Topline Pro targets (landscaping, cleaning, roofing, painting). Indirect competitor on lead generation, but operates a marketplace model rather than an SMB SaaS model.
• Angi: Large lead-generation platform and home services marketplace (formerly Angie's List) serving the same end market as Topline Pro's customers. Indirect competitor on customer acquisition, with overlapping trades but a different business model (paid leads vs. SaaS).

Regional players

• ServiceM8: Field service management app for trade contractors (plumbing, electrical, HVAC, cleaning). Comparable offering (job management, scheduling, quoting, invoicing) primarily serving Australia, UK, and other non-US markets — relevant peer for product comparison but limited direct US competition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/GetToplinePro
• YouTubeyoutube.com/channel/UCpTYCvC_7gozuD0eJDSh39g
• Facebookfacebook.com/GetToplinePro
• LinkedInlinkedin.com/company/prophoneapp

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds4 records

Investors10 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Topline Pro