CRM
Every lead followed up. Every deal visible.
A CRM sized for a contractor: leads, a pipeline board, follow-ups and campaigns — connected to the customers, estimates and projects you already run in Jobmand.
Leads with the whole story
Source, score, notes, activities and photos from the site visit on one record — printable as a PDF to bring to the meeting.
- Statuses: New, Contacted, Qualified, Disqualified, Converted
- Sources including website, referral and campaign
- Convert a lead into a customer in one step
A pipeline you can read in ten seconds
Drag deals from Qualification to Closed Won. The board totals each stage and shows open opportunities, weighted value and win rate.
- Six stages from Qualification to Closed
- Probability and expected close date on every card
- A lost reason is asked for when a deal is lost
Follow-ups that do not slip
Log calls, emails, meetings and site visits, and schedule the next one. Overdue follow-ups appear on the Dashboard.
- My pending follow-ups on the CRM Dashboard
- Conversion funnel and pipeline by stage
- Campaigns with leads, cost and return
Modules in this area, and the plan each starts in
- Leads Inquiries with notes, photos, scoring and a printable PDF. Plus and up
- Pipeline A stage board with weighted value and win rate. Plus and up
- Follow-ups Calls, meetings and site visits with due dates. Plus and up
- CRM Dashboard Conversion funnel, pipeline by stage and pending follow-ups. Plus and up
- Campaigns Attribute leads to campaigns and read the return. Pro
See your jobs, crews and cash in one place.
Start a 7-day trial on any plan, or talk to us first and we will walk you through it.