Every Lead. One Timeline.
Calls, web forms, and referrals all flow into the same customer record. Source attribution shows what marketing actually works. Follow up reminders keep leads from going cold.
Estimates. Jobs. Notes. All on the Customer.
Open a customer and see every interaction. Past estimates, scheduled work, completed jobs, invoices, and the conversation timeline. No tab juggling.
- Single record across estimates, jobs, and invoices
- Email and SMS thread captured to the timeline
- Files, photos, and signed documents attached
- Notes from the office and the field on the same page
Sarah K. Customer
Stop Guessing What Marketing Works.
Tag every lead with how it found you. Roll it up by month, service, or territory. The reports show what spend earned the work, not what felt like it should have.
- Source captured on every new lead
- Conversion rate per source and per service
- Cost per acquisition tracked across campaigns
- Repeat customer reporting
Sources This Month YTD
Reminders That Respect Your Team.
Estimate sent and not opened in three days. Job completed and no review asked. Customer due for service. The platform handles the prompt without spamming anyone.
- Configurable reminders per stage
- Per customer cadence to avoid fatigue
- Owner assignment with a daily working list
- Suppression rules for VIPs and active jobs
My Working List Today
Find Out Who Sends You the Best Customers.
Tag every new customer with who referred them, then watch the chain. Past customers, partner contractors, supply houses, web forms. The dashboard shows which sources convert, which referrers get bonuses, and which channels are quietly carrying the business.
- Referral source captured on every new lead
- Referral chain across multiple hops
- Referrer credit and bonus tracking
- Per-source close rate and average ticket
- Web form referrals captured automatically
- Thank-you and reward triggers tied to closed jobs
Top Referrers · This Quarter Live
CRM, Answered.
Can leads come in from our website?
Yes. Use the web form widget or post to the public lead endpoint. Either way the lead lands on the same record with source attribution.
Do you support email and SMS in the timeline?
Yes. Email replies and inbound SMS thread to the customer record. The team sees the whole conversation without bouncing between tools.
What about commercial accounts with multiple contacts?
Commercial accounts support multiple contacts, sites, and billing addresses. Each site can have its own service history and pricing.
How do we import existing customers?
CSV import handles customers, contacts, and addresses. We help match the columns the first time so the import lands clean.
Can we pay referral bonuses through the platform?
The platform tracks who referred which job and whether the referrer earned a bonus on close. Bonus payouts are tracked as commission-style line items and roll into the same payroll-ready export as sales commissions.