Every lead followed up. Every job accounted for.
- Today tells your team exactly who to call
- Website and ad leads arrive with the campaign attached
- See cost per won job for every campaign
Sunday 25 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
New Enquiry · 1£850
Contacted · 1£12,500
Survey Booked · 2£9,200
Quote Sent · 3£21,800
Follow-Up · 1£1,200
Example workspace with demo data
© SholaX · Built in the UK