CRM + Command Center
Your lead list, your follow-ups and one screen for the whole business. Every inquiry gets an owner and a next step, and you see leads, jobs and revenue at a glance.
New
Contacted
Won
What is included
Your CRM
Every lead, customer and conversation in one place, set up with your stages and your team.
Automatic follow-up
Text backs for missed calls, reminders and follow-ups that run on their own, in your voice.
Today view
Each person opens one list: who to call, what to review, what is due.
Owner dashboard
Leads, quotes, jobs won, revenue and lead sources, from your own records.
Connected tools
Your booking, billing or job software stays. We connect it instead of replacing it.
Your data
Records in your accounts, exportable any time. Nobody holds your leads hostage.
Click around the CRM + Command Center
Fully modular, sample data. Open a customer, draft a quote, move a deal, switch modules on and off.
Built around how you already work
We do not hand you a platform and wish you luck. We map your stages, your team and your follow-up rules, then build the CRM to match. You see it working before you switch.
- Stages named the way your business talks
- Roles: each person sees what they need
- Switch over with your leads moved, no downtime
Where it sits in your system
Own your
CRM + Command Center
Book a 20 minute call. We will look at what you use today and show you what owning it would cost.
Book a call