Every enquiry, from first call
to paid invoice, on one record.
One pipeline from new enquiry to quoted, booked and paid. Every customer has a single record with their jobs, quotes, invoices, messages and call transcripts on it, so whoever picks up the phone knows the whole story.
Included with the system. No per-user fee, no contract, web plus iPhone and Android.
One record per customer. The whole story on it.
- Pipeline board: new, contacted, survey booked, quoted, won, paid
- Every call, text, email and chat on the customer's timeline
- Address, property notes, tags and custom fields for your trade
- Leads from ads, the receptionist, live chat and your website land in the same place
- Search anyone by name, phone, postcode or job in a second
Three steps. None of them are yours.
Enquiry lands
From an ad, a call, the website chat or a form. It becomes a lead with the source attached.
It moves itself
Survey booked, quote sent, quote accepted: the stage changes as the work happens, not when someone remembers.
It becomes a customer
Jobs, invoices and reviews attach to the same record for life. Repeat work is a click.
Numbers in the van's phone, notes on a pad, the quote in WhatsApp, and the customer's name spelt three ways across all of them.
Search the postcode. Every call, the survey, the quote she opened on Tuesday, the deposit she paid, and the review she left, on one screen.
Leads & Customers questions
No. It is built around trade work: the lead becomes a survey, a quote, a job and an invoice on the same record. A general CRM stops at the contact.
Yes, by CSV. We map the columns with you during onboarding.
Yes. Custom fields cover things like boiler make, roof type or access notes.
Access levels per team member. Engineers see their jobs; the office sees everything.
See leads & customers with your own jobs in it
Book a demo. We walk through this feature and the rest of the system for your trade, and what moving across would involve.