Enquiries and statuses
Source, stage, owner, next follow-up date and notes.
Service business CRM
A lightweight CRM for service companies that lose enquiries
We build simple systems for enquiries, statuses, follow-up and jobs. No heavy CRM rollout when a clear process is enough.
What the CRM can include
Jobs
A simple view of delivery stages, priorities and data needed to serve the customer.
Notifications
Reminders for follow-up, new enquiries and tasks that cannot disappear.
Minimum reporting
How many enquiries arrived, from where, where they stalled and what needs action.
What a simple pipeline can look like
A CRM does not need to start as a heavy system. For many service companies, a clear board is enough to show who owns the enquiry, when to follow up and where sales gets stuck.
New enquiry
Website formWebsite audit, today 10:40
Phone callService request, call back
Offer sent
Website repairFollow-up: Friday
Follow-up
Service CRMScope confirmation needed
Won
Technical SEOImplementation start
SaaS, no-code or custom?
SaaS configuration
CRM system, HubSpot, Livespace, Trello, Asana or similar tools. Fast start, but vendor subscription costs may apply.
Light CRM panel
Useful when the company needs a simple pipeline, forms, statuses and notifications without a large build.
Bespoke development
A custom system makes sense when the process is unusual, data needs tighter control or existing tools block the workflow.
No heavy system first
For many service businesses, a small clear system beats a large CRM that nobody updates. We map the process first, then choose the tool.
FAQ
Will there be a CRM subscription?
If we choose a SaaS tool, there may be a vendor subscription. We show this cost before implementation so there are no surprises after launch.
Do you build from scratch?
Only when it makes sense. We first try to solve the problem with configuration, automation or a lightweight panel. Bespoke development is a decision after analysis.
What about customer data?
We design roles, access, exports and basic retention rules. Full privacy documents must match the real company process and selected tool.
Lead control