ShopCRMLab

I met a solid lead at the supply house, wrote the number on a receipt, and never saw it again—three weeks later they booked someone else because I never called back.

A repeat customer calls and I am flipping through a binder while they wait—half the story is in my phone, half is in the old job system, and none of it matches what I remember about their warranty fight last fall.

I sent an estimate Tuesday, they said “looks good, tweak the labor,” and I meant to resend Thursday—now it is Monday and I am embarrassed to call because I let it go cold.

My “CRM” is a group chat, a whiteboard by the phone, and sticky notes on my monitor— when the busy tech answers, nobody knows who owns the follow-up or what we already promised them.

Customer profiles

One record per contact—phones, emails, tags, notes, and every job and dollar tied to them so the next person at the desk picks up where you left off.

Follow-up reminders

Nudges on open estimates and quiet customers so “I’ll get back to you” does not turn into “they went with the other shop.”

Job timeline

Full history of every estimate, job, and invoice in order—see what you sold, what you collected, and what is still hanging open before you pick up the phone.

Contacts & companies

Split list and record view: edit email and phone, log calls and notes, and archive when a lead goes cold. Companies roll up everyone you know at that account.

Deals & tasks

Use the deal board to drag opportunities between stages, or flip to a table for a quick scan. Tasks tie to contacts so follow-ups stay owned.