The System · 01 of 06
CRM + Pipeline
Every lead, customer, and job stage in one workspace that belongs to your company. Nothing lives in a text thread or a sticky note.
New Lead
Every request lands here first, from every source.
Contacted
First touch made, by your agent or your crew.
Appointment Set
The estimate is on the calendar.
Quoted
Scope and photos reviewed, price presented.
Won
The job is booked. Lost work stays visible too, for rehab follow-up.
Example stage names and record fields. Your pipeline is configured with your stage names and your trade's fields during setup.
How It Works
One board for the whole company
- 1
Your workspace is created
Your company gets its own CRM workspace on the platform underneath Kraken. It belongs to your company, carries your brand, and holds only your customers.
- 2
Every lead becomes one record
However a lead arrives, it lands as a single record: contact details, the job, the photos, the full conversation, and where it came from. No duplicate spreadsheets, no lead sitting in someone's texts.
- 3
The pipeline mirrors how you sell
Stages are named the way your company actually works, from new lead to won job. Anyone on your crew can see where every job stands at a glance.
- 4
The board stays current on its own
Follow-ups, appointments, and stage moves are logged as they happen, so the board your crew works from is the truth, not last week's version of it.
For Your Company
What it does for your company
The CRM is the floor everything else in the system stands on. Capture, follow-up, photos, and reviews all write into the same record, so the whole company works from one picture of the customer instead of five partial ones.
- One home for every lead and customer. Nothing depends on one person's phone or memory.
- The whole pipeline at a glance. New, working, quoted, and won, counted as your crew moves them.
- Source on every record. You can see which paths bring work and which bring tire-kickers.
- Any job, picked up cold. Whoever answers sees the full story and the next step.
What setup takes
You provide: who on your crew needs access, and the stages your company actually works. We start from our proven template, then configure your workspace: timezone and business profile, branded login, your stages, the custom fields your trade needs, and lead-source tagging. Your data stays in your workspace, and it goes with you if you ever leave.