Never lose another lead to slow follow-up.
Every enquiry from your ads and website lands in SholaX with an owner and a call deadline. Every quote gets chased. Your team opens it each morning and knows exactly who to call.
CRM · Roofing
Roofing Pipeline
Open a card to set the owner, next action and notes. Moving to a lost stage asks for a reason.
New Enquiry
1 · £850
Contacted
1 · £12,500
Survey Booked
2 · £9,200
Quote Sent
3 · £21,800
Follow-Up
1 · £1,200
Won – Deposit Paid
4 · £30,750
Lost
1 · £13,200
Today
Your team's day, planned for them
SholaX checks every lead, deal and task and puts the money-making work first, so nothing slips through the cracks.
- New leads nobody has called
- Overdue tasks and missed next actions
- Quotes with no activity for three days
- Deals with no owner or next step
Monday 12 October
Good morning. Here's what needs you.
Needs attention
7 items, most urgent first
Weekly revenue summary
Every Monday, a short written summary of your leads, pipeline and revenue, plus the three things to do first. Included with CRM Pro and managed advertising plans.
See CRM Pro →Roof check due
Repeat business is the cheapest revenue there is. Record each customer's next roof check due and SholaX lists who to contact before they're due.
Pipeline by stage
Records
The full story on every customer
Open any contact or job to see which ad brought them in, what's been said, what's been quoted and what happens next.
- Log calls, emails, notes and surveys
- Owner, value, next action and due date
- Linked tasks and a full timeline
- A required lost reason on every lost deal
Job
Full re-roof – Bromley
Stage
Quote Sent
Owner
Tom Hale
Next action
Chase quote by phone
Source
Google Ads · Roof Repair
Call logged
Happy with the price, waiting on a second quote.
Survey completed
Pitched roof, 42m², tiles and battens.
New enquiry via website form
Postcode BR1 · insurance claim: no
Example record with demo data
Industry templates
Set up for your trade in minutes
Start from a pipeline built for how your customers actually buy, then rename, reorder and add fields to match exactly how you sell.
Roofing
Roofing Pipeline
Home improvement / home services
Project Pipeline
Professional services
Client Pipeline
Marketing agency / consultant
Agency Sales Pipeline
Clinic / healthcare (dental, medical, aesthetics, physio)
Patient Pipeline
Beauty, salon and wellness
Booking Pipeline
Gym, studio or personal training
Membership Pipeline
Property (estate agents, lettings, mortgages)
Instruction Pipeline
Education, training and coaching
Enrolment Pipeline
Automotive (garages, dealers, detailing)
Vehicle Pipeline
Hospitality, venues and events
Event Pipeline
Teams
Built for teams that sell, not spreadsheets
Fair lead sharing
New enquiries are shared between your estimators or sales team automatically, or sent to one person.
Roles and permissions
Owners, admins, managers, members and read-only viewers, each with the right level of access.
Automatic follow-up tasks
When a deal enters a stage, SholaX creates the next task with a deadline and an owner.
Every lead followed up. Every sale traced to its ad.
Start the CRM free in ten minutes, or book a call and let our team bring you the leads too.