Customer Relationships That Drive Growth
Capture leads, work a real sales pipeline, and keep a complete history of every customer interaction—all built for service businesses.
Everything You Need
Comprehensive CRM tools for service businesses
Contact Management
Store every client with multiple contacts per account. Set a primary contact and keep phone, email, and notes organized in one place.
Lead Scoring & Qualification
Leads are automatically scored on contact completeness, professional info, and source quality—so you know which ones are worth calling first.
Sales Pipeline & Opportunities
Move deals through weighted pipeline stages with dollar amounts and win probability. Convert a qualified lead into an opportunity in one click.
Follow-Up Tasks
Create call, email, meeting, and demo tasks tied to any lead, opportunity, or client, each with its own due date.
Activity Timeline
Every call, status change, and note is logged automatically, so anyone on the team can pick up right where the last conversation left off.
Custom Fields
Add custom fields to leads, contacts, clients, and opportunities to capture exactly what matters to your business.
Powerful CRM Features
Everything you need to nurture customer relationships
Lead Pipeline That Converts
Never lose track of an opportunity. Move deals through weighted pipeline stages with drag-and-drop, from first contact to closed won—with dollar value and win probability at every stage.
- Visual, drag-and-drop pipeline stages
- Weighted pipeline value by stage
- Dollar amount and service type per deal
- Convert a lead to an opportunity in one click
Never Miss a Follow-Up
Create call, email, meeting, and demo tasks tied to any lead, opportunity, or client. Your worklist keeps every follow-up organized with a clear due date, so nothing falls through the cracks.
- Call, email, meeting, demo, and proposal review tasks
- Due dates keep follow-ups on schedule
- Tasks tied directly to leads, opportunities, or clients
- One worklist for every pending and completed task
Know Exactly Which Leads Are Worth Your Time
Every lead is automatically scored on contact completeness, professional info, and source quality. See lifecycle status and priority, and call or email right from the record.
- Automatic lead qualification scoring
- Lifecycle status and priority at a glance
- One-click call and email from the record
- Activity timeline, tasks, and documents attached
How It Works
From first contact to closed deal in three steps
Capture & Score the Lead
Leads come in from your website, referrals, or phone calls, tracked by source and automatically scored on how qualified they are.
Work the Pipeline
Convert qualified leads into opportunities, move them through weighted pipeline stages, and set follow-up tasks so nothing slips.
Convert & Keep History
Win the deal, convert the lead to a client, and every call, note, and task stays on their record for good.
Ready to Grow Your Customer Relationships?
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