CRM Manager

What it does

• +Contacts with the fields a trade business actually uses: name, phone, email, and what the job is.
• +A four-stage pipeline that matches how work really moves: lead, quoted, won, lost.
• +Notes on any contact, so the story of a job lives with the customer instead of in someone's text thread.
• +Leads captured by Missed-Call Capture land here on their own, tagged with where they came from.
• +Everything is scoped to your business account. Nobody else on the platform can see your customers.

A day with it

1. 01Monday you open the list and filter to leads. Eleven of them, four from missed calls last week you never would have logged.
2. 02You call three, move two to quoted, and mark one lost because they went with a neighbor's brother.
3. 03When you save a bid against a contact in the Internal Bid Tool, that contact flips from lead to quoted for you.
4. 04Friday you look at won versus lost for the month and you have a real number instead of a feeling.

What it does not do

Printed here before you pay rather than discovered afterwards.

• No email or calendar sync, no automated follow-up sequences, no texting from inside the CRM.
• There is no bulk import button yet. If you have an existing list you want moved over, get in touch and we will handle it.

How it is priced

$79.00/mo, flat. FLAT on purpose: a CRM is an always-on system of record with no value-aligned per-use unit.

Your first 2 tool activations on a new account are free, so you can run this one for real before deciding. There is no contract and no cancellation fee.

Works with