CRM
Know who to call today.
A pipeline board for your customers: stages you name, P1–P5 priority and a dollar value on every card. Call, text or email anyone from their card with one tap, and see who to call today.
How it works
Add them once. Move them along. Call the right one.
Every customer on one board, with the money and the priority right on the card.
Inquiry2
Quote sent1
Booked2
Paid1
Example board · illustrative data
- AddA customer, a company or a church. Or let people add themselves from a sign-up form with a QR code.
- MoveMove each card through stages you name: lead, quote sent, booked, paid.
- Follow upThe Today list shows who to call. A flag shows when someone has sat too long.
Everything it does
What CRM does today.
The board
- Stages you rename to match how you sell
- Several boards: customers, referrals, donors
- P1–P5 priority, from P1 in red (call today) to backburner
- A dollar value on every card: deal size, per month, per year or one-time
- A going-cold flag when a card sits too long in a stage
Contacts and organizations
- Every person with notes and a log of what happened
- Save any contact to your phone’s Contacts in one tap
- Organizations kept as a business, church, nonprofit, school or government office
- One main organization per person
- Search across everyone
Follow-up
- Call, text or email from any contact card in one tap. Text and email open your own phone or mail app
- A Today list of who to call
- A next step on each contact, with its own button: “Call Maria” shows Call, “Lunch Friday” shows Add to calendar
- A light-red band on anyone overdue or due today
- Totals at the top: how many people, what’s open, what’s overdue
Sign-ups and team
- Sign-up forms with a link, a QR code and a printable sign; signers need no login
- Draw a winner from a form’s sign-ups
- A shared team board, with Everyone and Mine views
Not yet: importing contacts from a spreadsheet.
Who uses it
A pipeline for the way small businesses actually sell.
Every quote on the board with its amount, so you know which one to chase today.
Property managers and landlords on their own board, with the next job planned.
Wedding cakes and catering orders from inquiry to paid.
The companies that order every month, with who to call this week.
Buyers and sellers by stage, with the deal size on the card.
A QR code at your talk fills the board while you’re still on stage.
A fundraising board with a monthly goal and what each person gives.
A sign-up form on Sunday, and a Today list for Monday’s calls.
Works even better connected
On its own, it’s your pipeline. Connected, the customer is on every piece of the job.
Add the customer once in the CRM. The proposal, the crew tasks and the job card already know them.