Know which jobs are coming and which are stuck.
- All in every plan
Everything in Sales pipelines
Deal boards
Every open deal sits on one board, grouped by where it is, with its value on the card. A plumber can see every quote waiting on a reply and drag a card to the next column once the customer books. The total at the top of each column shows how much work is in play.
Multiple pipelines
Each kind of work can have its own board with its own steps. A dental practice might keep one board for implant consultations and another for routine new patients, since the steps are not the same. Your team only sees the boards that matter to them.
Saved deal views
Save the filters you check often so you can open them in one click. A consultant might keep a view of proposals with no movement in 14 days and work through it every Monday. Tags let you group deals in the way your business already talks about them.
Smart deal fields
Deal cards ask for extra details only when an earlier answer makes them relevant. If a salon marks a booking as a bridal party, fields for party size and the wedding date appear, and they stay hidden on every other deal. Your team fills in less and still captures what matters.
Deal owners and followers
Every deal has one named person responsible for moving it forward. Others can follow a deal to get updates without owning it, so a practice manager can keep an eye on large treatment plans. When someone is away, you can see at a glance which deals need covering.
Estimates and proposals
Send a quote straight from the deal and let the customer accept it online. Once they say yes, it becomes an invoice without anyone retyping the line items. A roofer can quote on Tuesday and have the deposit invoice out the same afternoon.
What we set up for you
Done by our team on Grow and Scale, free when you pay yearly.
How our team works- We build your boards around the way your business already sells and delivers work.
- We move open deals and quotes across from your current tools or spreadsheets.
- We set up the fields, owners, and saved views each person on your team needs.
- We train your team to move deals and keep the boards up to date.
- We check your boards over time and fix stages or fields that have stopped making sense.
Works with
The areas this one hands work to, and gets work from.
Automations
Moving a card to a new column can start a follow-up text, a task, or a reminder on its own.Payments
An accepted quote turns into an invoice, so the deal and the payment stay linked.Contacts and CRM
Each deal is tied to the customer's record, with every call, message, and note in one place.Reports
Your boards feed the reports that show what is won, what is lost, and what is still open.
Who uses it
Kinds of business that lean on this area most, and how they put it to work.
See every use caseFollowing up an estimate without being pushy
A plain schedule for following up an estimate, what to say in each message, the consent and cancellation rules to know, and how to track quotes that stall.What it costs to set up a CRM: your hours or someone else's
What CRM setup really involves, what onboarding fees cost on published price pages, how to price your own hours, and what to ask before paying for setup.A CRM for a home service business: what you need next to dispatch
Dispatch software runs the job. A CRM wins the job and brings the customer back. What each does, where the gaps are, and how the two work together.
Let us set up your CRM.
Start the trial, or talk it through with the person who would build your account.
Prefer to talk now? Call +1 833-719-7466.
- Setup, data moves, and training by our team, free on yearly
- 14 days to try it on your own business
- Usage rates published before you spend
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