Service CRM
From new lead to won customer in one clear overview
Bring leads, calls, appointments, quotations and commercial follow-up together. Your team immediately sees which opportunity needs attention and what action comes next.
- Leads and opportunities centralized
- Calls and appointments planned
- Quotations and follow-up visible
Lead sources
Bring every new lead into one connected pipeline
Collect requests from website forms, Facebook, email, manual prospecting and other channels in one structured commercial workflow.
- Website forms received automatically
- Facebook and campaign leads centralized
- Email and manual leads added
- One clear pipeline for every source
From lead to customer
Never leave a prospect without a clear next action
Plan every commercial activity directly from the opportunity. Calls, appointments, quotations and reminders remain connected to the same lead.
- 1New leadReceive the request and assign an owner.
- 2Contact and qualificationCall the prospect and record their needs.
- 3Schedule appointmentBook a meeting or product demonstration.
- 4Follow up quotationSend the proposal and schedule reminders.
- 5Won customerConvert the opportunity without duplicate entry.
CRM & Field Service
From commercial opportunity to scheduled service job
Turn a won opportunity into a customer, appointment, contract or service order. Commercial and operational information stays connected without duplicate entry.
- Customer information retained
- Appointment connected to planning
- Quotation linked to the customer
- Service order ready for execution
Field service CRM: why quotations go quiet
Most jobs are not lost on price. They are lost because the quotation took three days to go out, or because nobody followed up after it did. In a service business that follow-up rarely lives in a system — it lives in an inbox and in the head of whoever answered the phone.
Every request lands in the same place
A website form, a phone call, an email from a property manager, a lead from a campaign: all four arrive in the same pipeline, with an owner and a next step. Anything arriving through a channel nobody watches does not commercially exist.
Follow-up that does not depend on memory
Every opportunity carries a dated next action. A sent quotation schedules its own reminder, so chasing it no longer depends on someone remembering.
You can see at a glance which quotations are open, for how long, and which prospect needs attention today.
From won quotation to completed job
The moment the customer signs, the file moves across without re-keying: the details, the agreed work and the commitments become a customer, a service order or a maintenance contract. That is exactly where a general-purpose CRM stops and a service company needs a second system — here it does not.
Who this matters to
- Installers where one or two people write every quotation alongside their other work
- Businesses with many small requests that each look too small to chase
- Teams where the same people handle both the commercial and the technical side
Frequently asked questions
Do website enquiries arrive automatically?
Yes. A form on your site can create a lead directly in the pipeline with whatever the visitor entered, so nothing sits unread in an inbox.
What happens when a quotation is won?
The opportunity becomes a customer with their sites, and the agreed work becomes a service order or a contract. You do not enter the details a second time.
Is this a separate CRM alongside everything else?
No. It is the same environment as the scheduling, the work orders and the invoicing, so a won quotation never has to be moved into another package.
Bring your service operations together in one system
Discover how Service Suite fits your team, workflow and growth plans.