CRM Manager
One customer list for the whole shop, instead of three phones and a notebook.
Who it is for: Owners who know they are losing follow-ups but do not want a sales CRM built for software reps.
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
- 01Monday you open the list and filter to leads. Eleven of them, four from missed calls last week you never would have logged.
- 02You call three, move two to quoted, and mark one lost because they went with a neighbor's brother.
- 03When you save a bid against a contact in the Internal Bid Tool, that contact flips from lead to quoted for you.
- 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.
You do not need a sales platform. You need the list.
CRM software mostly comes in two shapes: field-service platforms that bill per user and bundle scheduling, dispatch, and marketing you may never open, or sales CRMs built for software reps with deal stages that mean nothing on a jobsite. Both bury the thing a small shop actually loses money on, which is follow-up.
This one is a customer list with a four-stage pipeline that matches how trade work really moves: lead, quoted, won, lost. Notes live on the contact instead of in someone's text thread. Missed calls logged in Missed-Call Capture land here as leads on their own, and saving a bid against a contact moves them to quoted without you touching anything. Friday you look at won versus lost and have a number instead of a feeling. The four stages fit any business that quotes work before winning it: a landscaper or a photography studio moves through them the same way a plumber does.
It is $79 flat with no per-seat charge. What it does not have: email or calendar sync, automated follow-up sequences, or texting from inside the CRM. There is no bulk import button yet either; if you have an existing list, email and it gets moved over for you by hand.
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
Try CRM Manager
Create an account, switch it on, and use it today. No card required.