Add-on
CRM / spreadsheet
$159
One main place to keep track of leads and a backup. In the morning you open the board, not a chat history.
What is included
- You see everything: when the lead came, who the customer is, what they wanted and where they heard of you.
- New leads stand out, so you do not forget to call back.
- There is a backup: even after a failure, leads do not disappear.
- A one-page instruction on where to look.
What the board looks like
New
Marina · consultation
Ilya · measuring
In progress
Olga · booking
Done
Peter · call