Who needs a quote? Which jobs are scheduled? Who hasn't paid? The CRM gives you a sales pipeline, an operations pipeline and a marketing pipeline — simple boards your team can actually keep up to date.
How it works
Most small businesses run on memory and text threads. It works — until it doesn't, and something falls through the cracks.
Each pipeline is a board of stages. Leads move from New → Contacted → Quoted → Won. Jobs move from Scheduled → In progress → Done → Invoiced. Marketing tracks who's been reached and who replied. Automations move cards and send messages so the board stays true without babysitting.
The problem
Quotes sent, jobs booked, invoices out — the answer lives in someone's head or a text thread.
A quote never followed up, a job never invoiced. Each one is money left on the table.
They're always a day behind, and nobody updates them from the truck.
How it works
Every lead is a card: New, Contacted, Quoted, Won or Lost. You see at a glance what's waiting on you.
Won jobs move to the ops board: Scheduled, In progress, Done, Invoiced, Paid. Your team sees the day's work.
Track who's been contacted, who replied and who booked from each campaign.
Cards move and messages send on triggers — a quote sent starts follow-up, a job done starts a review request.
The payoff
Tell us about your business and we'll get back to you within 24 hours with a plan and a free quote.
A free quote in 24 hours. No commitment. No unsolicited phone calls.