Quoted, booked or unpaid? See every job on one board
Every enquiry, quote and payment on one board your team shares. $25 a user a month, set up by our team.
Give every kind of job its own board
Pick your trade and your board opens with that trade’s stages already on it. Add a second board for another kind of work, and rename a stage or add your own whenever the way you work changes.
| Trade | Stages on the board |
|---|---|
| General sales | New lead, Contacted, Qualified, Proposal sent, Won, Lost |
| Services and agencies | Enquiry, Discovery call, Proposal sent, Negotiating, Won, Lost |
| Property | New lead, Viewing booked, Viewed, Offer made, Closed, Lost |
| Education and tuition | Enquiry, Trial booked, Trial done, Enrolled, Not enrolled |
| Clinics, beauty and wellness | Enquiry, Consult booked, Treated, Follow-up due, Regular, Lost |
| Home services, cleaning and repairs | Enquiry, Quote sent, Job booked, Job done, Paid, Lost |
| Recruitment and hiring | Applied, Screened, Interview, Offer, Hired, Not hired |
| Insurance and financial advice | New lead, Contacted, Appointment set, Fact-find done, Proposal out, Closed, Lost |
Don’t see your trade? Start from General sales and rename the stages to the words your team uses.
Stop forgetting to chase a quote
You sent the quote on Monday and meant to check back on Thursday. Add a task to the job with a reminder, and you’re reminded at the time you set. For quotes that need more than one nudge, an email sequence sends the follow-ups for you. It skips anyone who has unsubscribed.
- Tasks and reminders on every job
- Email follow-up sequences
Bring your spreadsheet. Stop digging through it.
Your customer list is probably in a spreadsheet already. Import it as a CSV, match its columns to the board’s, and every customer is in. Export any view to a CSV whenever you like, so your data is never stuck with us.
Stop keeping the job list in one person’s head
When only one person knows which jobs are paid, everyone else has to ask them. Share the board with the people who do the jobs, even if they don’t have a paid login. Each job keeps its notes, tasks and history, so when someone leaves, their customers stay with you.
Want your team’s WhatsApp chats filed against each job too? WhatsApp Inbox includes the CRM for three people, from $119 a month.
No IT person needed. We set it up with you.
Book a demo call. We’ll show you the board for your trade.
We set up your account and your first board.
Your team logs in, brings in the customer list and starts moving jobs.
The CRM is $25 per user a month on an annual plan, or $31 month to month. That covers ready-made boards for your trade, CSV import and export, tasks and reminders, email follow-up sequences, and sharing a board with people who aren’t paying users, with no setup fee. Annual plans are paid up front, with no refund after 14 days. Monthly plans have a one-month minimum, then 30 days’ notice.
See full pricing
Questions
Choosing between CRMs? Read our guide, CRM for small businesses in Singapore.
Can we change the stages?
My trade isn’t on the list. Can I still use it?
Do the people I share a board with need a paid login?
Can I get my data out?
Do I have to set it up myself?
Know where every job stands. Book a demo.
We’ll show you the board for your trade on a call.