Fulcrum Agency

Name

Fulcrum Agency

Legal name

Fulcrum Agency

Website

https://fulcrumagency.io

Company type

Private

Founded year

2026

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Handyman Business Operations Services

NAICS

Office Administrative Services (56111), Telephone Call Centers (56142), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372), Services-Management Services (8741), Services-Advertising Agencies (7311)

akta.pro primary industry

CRM Managed Services & Support (BPAEAGAD)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), CRM Strategy & Consulting (BPAFAFAA)

Keywords

• Handyman operations support
• Back-office services
• Lead management software
• AI receptionist services
• Field service automation

Headquarters

HQ city

Poolville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Subscription Revenue - Full Service Plans: Monthly subscription revenue from three service tiers (Launch, Growth, Scale) based on operator revenue level. Includes platform access plus done-for-you back-office operations, marketing, and hiring support.
2. Subscription Revenue - The Front Desk: $197/month AI receptionist service for operators below $5K/month revenue floor. Serves as entry-level product to grow customers toward full-service plans.
3. Setup Fees: One-time setup fee of $1,500 for Launch plan; $0 setup for Growth, Scale, and The Front Desk.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Fulcrum Agency provides a done-for-you back-office operations service combined with an integrated software platform for handyman businesses. The offering bundles CRM, phone, SMS, email, scheduling, and automations with an in-house back-office team that runs the operations on behalf of the owner-operator. A standalone AI receptionist product, The Front Desk, is also sold as an entry point into the stack.

Product overview

Fulcrum Agency is a comprehensive operator platform + done-for-you back-office service built specifically for handyman businesses doing $5K/month and above. Its portfolio consists of a tiered full-service platform (Launch $5K–$10K/month, Growth $10K–$20K/month, Scale $20K–$50K/month) plus a standalone entry-level AI receptionist called The Front Desk ($197/month). The full-service platform bundles a full CRM, phone, SMS, email, unified inbox, scheduling, and automations with a back-office team running inside the platform. Key sub-products include The Daily Morning Report (daily operational dashboard), AI-drafted estimates (Growth+), a systematic hiring system, and managed marketing operations across Facebook, Google, and organic channels. All layers share the same record — lead, estimate, job, invoice, and follow-up are one system, not bolt-ons.

Differentiator

Problem solved

Functional benefit

Brands

• The Front Desk: AI receptionist service at $197/month for handyman businesses not yet at the $5k/month revenue floor for full service.

Products and services

• Fulcrum Full-Service Platform (Launch / Growth / Scale) A done-for-you back-office operations service combined with an integrated software platform (CRM, telephony, SMS, email, scheduling, automations) for handyman business owner-operators. Fulcrum's in-house team runs lead handling, estimate drafting, scheduling, follow-up, and reporting inside the same system. Packaged as Launch, Growth, and Scale tiers mapped to operator revenue stage.
• The Front Desk AI Receptionist A standalone AI-powered receptionist product that handles incoming calls for handyman businesses, positioned as an entry point into Fulcrum's broader platform and done-for-you services.

Quantifiable outcome

• Revenue doubling within 90 days for qualified clients (with money-back guarantee)
• +2 more outcomes

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Connecteam: Connecteam is an all-in-one workforce management app for deskless employees, used by small service businesses for scheduling, time tracking, and HR. Overlaps with Fulcrum's hiring system and scheduling features for SMB operators.
• Thumbtack: Thumbtack is a marketplace driving leads to home service professionals including handymen. Adjacent lead generation layer that Fulcrum clients could use to supplement marketing operations.
• Rilla: Rilla is an AI-powered sales coaching and conversation analytics platform for home service businesses. Adjacent technology provider targeting the same handyman/trades vertical with AI-native capabilities.

Broad incumbents

• ServiceTitan (Marketing Hub): ServiceTitan's marketing tools (including its 'Marketing Pro' and integrated ads) overlap with the marketing operations portion of Fulcrum's bundle.
• Angi (Angie's List): Angi is a home services consumer marketplace connecting homeowners to contractors including handymen. Comparable on the customer acquisition side; Fulcrum runs Google Ads as part of its marketing operations against the same lead sources.
• ServiceTitan: ServiceTitan is the enterprise-grade field service management platform serving larger trades contractors. Much broader portfolio and significantly larger scale; comparative reference point for trade vertical CRMs.
• Scorpion: Scorpion is a marketing and technology provider for home service businesses, offering websites, SEO, and advertising. Comparable to Fulcrum's bundled marketing operations; Fulcrum competes by combining marketing with back-office operations in one stack.

Direct peers

• Housecall Pro: Housecall Pro is a field service SaaS platform serving home service SMBs with CRM, scheduling, and dispatch. Directly comparable software footprint; Fulcrum's positioning is the 'team plus the software' against Housecall Pro's software-only model.
• Jobber: Jobber is a leading field service CRM for home service businesses (HVAC, plumbing, electrical, cleaning, handyman). Direct competitor on the software layer; Fulcrum explicitly differentiates by adding the back-office team on top of what Jobber is.
• Smith.ai: Smith.ai is a virtual receptionist and AI-powered call answering service for SMBs across professional services. Comparable to Fulcrum's Front Desk AI receptionist product; both serve small operators who cannot staff a full-time receptionist.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Fulcrum Agency