For small service businesses
One home for every customer interaction.
CRM Lite keys every record to a postal code — no separate customer entity to maintain. Track leads, demos, sales, renewals, complaints, and inquiries in one tidy dashboard.
l
New Lead
Capture every inquiry at the door. Always on top of the dashboard.
c
Complaints
Active complaints above sorted ones. Nothing gets forgotten.
d
Demos & Sales
Schedule demos, close sales, and invoice — all in one place.
r
Renewals
Recurring renewals auto-create the next one. No missed dates.
i
Inquiries
General questions and referrals — a catch-all until they're qualified.
r
Reports
Counts, recent activity, and a 30-day staff leaderboard.
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