A CRM built for service businesses, not generic sales teams
Track every enquiry from first research to a signed quotation — and keep that context connected to the delivery team that picks it up next.
Research → Contact → Lead → Deal
Every enquiry moves through a clear pipeline, so nothing about a prospective client gets lost between the first call and the signed quotation.
- Store client websites, social links, identified gaps and suggested services
- Record interest, budget and pain points as you qualify a lead
- Log calls, meetings and interactions against every contact
- Move deals through custom pipeline stages to Won or Lost
- Track sales targets and call targets by team member
- Sync leads automatically from Meta (Facebook & Instagram) Lead Ads forms
What's inside
Client research
Websites, socials and suggested services per prospect.
Contacts
Name, phone, email, company and job title.
Leads
Interest, budget and pain points captured as you qualify.
Deal pipeline
Custom stages from first contact to Won.
Calls & meetings
A logged history of every interaction.
Quotations
Line items, tax and branded PDF export.
Follow-ups
Assigned next actions with due dates.
Sales targets
Track performance by person and by period.
Meta Lead Ads
New leads from your Facebook & Instagram lead forms land in the CRM automatically — no manual export/import.
Available on its own. The CRM module can be purchased independently of Task Management. See module pricing.