See it working

The real screens, labeled as samples.

Every CRM shot on this page is the real product with made-up data for a pretend company called Brightway.

The CRM

Five screens, one story.

Home

What needs you today, in order.

Calls to return, texts to answer, quotes to chase and the week's money, on one screen. You start the day with a short list, not a pile.

Sample data
The Home screen: a list of what needs the owner, with call back and reply buttons, and charts for the week's jobs and money.

Inbox

Every call, text and web form in one place.

Each one shows who it is, what they asked and what happens next. Missed calls land here too. You reply on the same screen.

Sample data
The Inbox: a list of calls, texts and web forms, and the open conversation with a box to draft a reply.

Jobs

From first call to paid.

Every job sits in a stage: new, quoted, scheduled, done, paid. You see what is stuck without asking anyone.

Sample data
The Jobs screen: jobs grouped by stage from new to paid.

Schedule

The week at a glance.

Booked visits and requests still waiting for a time, side by side, so you do not double-book.

Sample data
The Schedule screen: a week view of booked visits and requests waiting for the owner.

Money

Waiting, accepted, owed, paid.

Quotes sent, quotes accepted, what customers owe you and what they have paid.

Sample data
The Money screen: quotes waiting, accepted, owed and paid.

Want this for your shop? Start with the free setup.

Send me a few videos off your phone of your guys on jobs. I turn them into ads on your own Facebook, aimed at homeowners near you, and run them free for 14 days. You pay Facebook directly; I don’t charge for the setup. If jobs come in and you want me to keep it running, we talk monthly.

Get your ads set up freeAsk me to call you

Sean Goffigan, Vellspan Systems