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Lead CRM

A Simple CRM for Small Businesses

Leads get lost in text threads and sticky notes. A simple CRM keeps every lead, job and follow-up in one clean place, set up for how your business actually works. We can also build a custom CRM or app if you need something specific.

$400 setup + $99/mo

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Who it is for

Built for local businesses.

  • Owners tracking leads in their phone or on paper
  • Small teams that need a shared list
  • Businesses that forget to follow up

What is included

What you get.

  • Customer and lead records with contact info
  • Status and follow-up dates
  • Notes and job history
  • Simple, clean design that is easy to use on a phone
  • Optional connection to your website form

How it works

Simple from start to finish.

1. We learn your process

How leads and jobs flow today.

2. We set it up

Fields and stages that fit you.

3. You use it

On your phone or computer.

4. We keep it running

Part of your monthly care.

FAQ

Lead CRM questions.

Can you build a custom CRM?

Yes. Custom CRMs and business apps start around $1,500 and are quoted after a short call.

Can my team use it?

Yes, with separate logins.

Does it connect to my website?

It can. Leads from your website form can land directly in the CRM.

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