CRM & Sales Pipeline
Every customer and every conversation in one place.
A built-in CRM keeps each contact's calls, texts, emails, appointments and payments together.
Your pipeline shows every lead and estimate by stage, so nothing quietly goes cold.
Leads get lost between tools.
When customer details live in a phone, an inbox and a spreadsheet, it's hard to see who needs a call back.
Estimates go out and never get followed up. Invoices get chased by hand.
Features
What's included
Contact and lead management
One record per customer with their full history.
Sales pipeline
Track leads and estimates by stage, from new inquiry to won job.
Proposals and contracts
Send proposals and contracts for signature from the same system.
Invoicing and payments
Send invoices and take payments without a separate app.
Call recording and tracking
Review calls and see where they came from.
Dashboard and analytics
See leads, bookings and revenue at a glance.
How it works
From first call to up and running
01
Bring your contacts in
We import your existing customers and leads.
02
Build your pipeline
Stages are set up to match how you sell and deliver.
03
Automate the handoffs
Moving a lead to a new stage can trigger the next text, email or task.
Industries
Who this is built for
HVAC
Track every replacement estimate by stage so none go cold.
CRM & Sales Pipeline for HVACElectricians
Track quotes for bigger jobs separately from service calls, with follow-up at each stage.
CRM & Sales Pipeline for ElectriciansRoofing
Track each job from inspection to estimate to signed contract.
CRM & Sales Pipeline for RoofingMed Spas
Keep each client's visit history and payments in one record.
CRM & Sales Pipeline for Med SpasDental Practices
Track new-patient inquiries from first contact to first visit.
CRM & Sales Pipeline for Dental PracticesFAQ
CRM & Sales Pipeline questions
Can this replace my current CRM?
In most cases, yes. It often replaces tools like HubSpot, Calendly and Mailchimp. Anything essential you want to keep, we integrate.
Can I use it on my phone?
Yes. You can manage contacts, conversations and your pipeline from desktop or mobile.
Can my team share it?
Yes. Your team works from the same records, so everyone sees the latest conversation.
Related
Works together with
See what this would look like for your business.
Start with a free discovery call. We'll look at how leads come in today and where they slip through.
Book a Free Discovery Call