Your spreadsheet started small. Now it's 47 tabs, color-coded formulas, and a "last contacted" column you stopped updating in March. You know a CRM would help but they all look like enterprise software.
Create jobs, assign to your team member, and track every job to completion.
Log billable hours per job. One click converts time entries to an invoice line item.
Track materials and costs per job for accurate profitability on every project.
Everything your spreadsheet can't do. Nothing you don't need.
Email every morning with leads that need attention. Your spreadsheet can't do this.
New → Contacted → Quoted → Won. Visual status without conditional formatting.
Send professional quotes. Convert to invoices. Track payment. All connected to the lead.
Check leads from anywhere. Try that with a Google Sheet on mobile.
Find any lead instantly. Filter by status, date, rep. No Ctrl+F fumbling.
Notes attached to each lead. Full history. No more "what did we discuss?"
Set up in 5 minutes. Import your spreadsheet later.
Upload your CSV. Columns map to lead fields automatically.
Stages, follow-ups, search, filters. Everything a spreadsheet fakes.
No copy-pasting into a separate template. Build and send from the lead record.
$99.99/year = $6.67/month.
1 user · 100 leads
or $9.99/month
5 users · 1,000 leads
or $29/month
Up to 25 users + leads
or $79/month
One flat price per plan. Cancel anytime.
✓ All plans include lead tracking, quotes, invoices, and reminders. Pick the plan that fits your team size.
One list of leads. Add notes. Set follow-ups. The interface is as simple as a spreadsheet — but with superpowers built in.
Export anytime. Your data is yours. But once you have reminders and quotes, you won't go back.
You'll wonder why you waited.