← All features
CRM
A pipeline that fits how trade businesses actually sell
Kanban deals, customer history, quote tracking and follow-up reminders — without the bloat of enterprise CRMs.
+34%
quote-to-win conversion
< 4h
average lead response time
0
leads forgotten in someone's inbox
Why teams switch
Every customer, full history
Every job, quote, invoice, photo and signed document on one customer page.
Quote tracker built in
See exactly which quotes are stuck, which are about to close and which need a nudge.
Auto-follow-ups
If a quote sits unanswered for 5 days, the system reminds the customer and the rep.
How it works
01
Capture the lead
Website form, phone log, customer portal request — all land in one inbox.
02
Quote in minutes
Build from saved line items and your branded template.
03
Track to close
Kanban stages with auto-reminders keep deals moving.
04
Convert to job
Won deal becomes a scheduled job in one click.
What's in the box
Kanban deal pipeline
Customer 360 timeline
Residential quote tracker
Conversion KPIs by source
Automated follow-up cadences
Lead-to-job auto-conversion
"We went from chasing memory to chasing numbers. Win rate is up a third."
Integrates with
GmailOutlookMailchimpWebform embeds
Pairs well with
Ready to roll out CRM & Sales Pipeline?
Free for 30 days. No credit card. Real onboarding from a human.