The quote went out
You priced the work. The follow-up is in your head, or on a sticky note. The lead has no owner.
Industries · Service businesses
A CRM for service businesses
from the quote to the job.
Service business CRM work is the follow-up after the quote. The proposal went out. The sale is the next call. When they say yes, the project stays with the same people.
14 days free. No credit card is required to begin.
Who it is for
Owners who estimate
and the people who deliver.
Use it when leads, quotes, and jobs are shared by a small crew or a larger service team. Lead tracking comes first. The job does not need a second system.
They said “we’ll think about it”
A week later the quote is still open and nobody called. That is the sale, sitting still.
The job starts
They said yes. The people, the notes, and the next step should stay on the same customer, as a project.
Quote follow-up
The proposal.
Then the next call.
A service pipeline is simple: lead, quote, follow-up, won. TotalDeal keeps that next step on the person and the deal.
Ask
Say the next step in plain English.
- “Which quotes have no follow-up?”
- “Add a call with Dana Brooks tomorrow about the proposal.”
- “Move the Harbor job to won.”
Ask finds the record and does the work. You review it before anything is sent.
Follow-up
The call after the quote.
Call, email, or meet. It sits on the lead so a service business does not lose the job between the estimate and the yes.
Pipeline
Open quotes you can see.
Every deal has a stage, an owner, and a next step. You are not rebuilding the lead sheet each Monday.
After the yes
The project stays with them.
When the deal is won, the work uses the same people. You are not starting a second system for the job.
Switching
Send the file.
We load it.
Send the spreadsheet of leads and open quotes. During the trial we load your people, companies, and deals, then train the people who will use it. Data migration and training are free.
You can also work from ChatGPT if you already use it. A ChatGPT account is optional. Email or Google sign-in is enough.
Quotes waiting
Four jobs. One list.
- Dana Brooks
- Harbor remodel · quote sent · call today
- Luis Ortega
- North yard · site visit · send the number
- Alicia Nguyen
- Redwood office · proposal · follow up Friday
- Owen Clark
- Lakeside · won · kickoff Thursday
Related
Other sales teams with the same problem.
What should a CRM for service businesses include?
People, companies, open quotes, and the next call or visit. TotalDeal also has tasks, a pipeline, projects after the sale, custom fields, and a report writer. Connect Gmail or Outlook so the email stays on the customer.
Does this replace our estimating spreadsheet?
It replaces the follow-up. Your prices can stay where you already build them. The CRM holds who the quote is for, the stage, and when you will call them back.
What happens after they say yes?
The project stays on the same people. The team that sold the job can see the customer without moving the record to another tool.
How do we switch?
Send the file. We load it during the 14-day trial and train the team. Both are free. If you pay and you don’t like it, you get your money back.
Try it with your leads
See which quotes
need a call today.
14 days free. We move the data and train the team.