This is a CRM we built for an invented plumbing company. Yours would be built around how your business actually sells.
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- Open Elena Garcia’s inquiry. Her water heater is leaking.
- Press Create Customer From This, then Create Customer.
- Open her under Customers and press Start Job Checklist.
Nothing you do here is saved or sent.
That’s the Whole Loop.
An inquiry came in, became a customer, and got a checklist so nothing about the job is forgotten. Want one built around your business?
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