Leads and statuses
Source, stage, owner, next reply reminder date and notes.
Service business CRM
A lightweight CRM for service companies that lose leads
We design simple systems for enquiries, statuses, reply reminder and jobs. No heavy 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 reply reminder, new enquiries and tasks that cannot disappear.
Minimum reporting
How many leads 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 lead, when to follow up and where the sales process gets stuck.
New lead
Website formWebsite audit, today 10:40
Phone callService request, call back
Quote sent
Website refactorReply reminder: Friday
Decision
Service CRMFirst fixes quote needed
Won
Technical SEOImplementation start
We do not sell CRM as a product
We design a simple way to keep enquiries under control. Sometimes a configured SaaS CRM is enough. Sometimes a no-code board is better. A custom panel only makes sense when existing tools block the work.
SaaS, no-code or custom?
SaaS configuration
Pipedrive, HubSpot, Livespace, Trello, Asana or similar tools. Fast start, but vendor subscription costs may apply.
Light no-code panel
Useful when the company needs a simple pipeline, forms, statuses and notifications without a large development project.
Custom only with a reason
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. Custom 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