One business.
Different working days.
Your receptionist, technician and owner need different things from the same system.
New enquiry · inspection
↓Office follow-upAlex · Field team
Customer context attachedKeep the day on track.
Follow up with leads, coordinate appointments and find the customer’s history without piecing it together from separate chats.
- Lead follow-up
- Scheduling and assignments
- Customer conversations
Address, visit notes, inspection and the next permitted action.
Arrive with the details.
See the assigned work and customer information, then add job notes and photos while the visit is still fresh.
- Assigned visits
- Job details and notes
- Photos and work records
Keep a view of the whole operation.
Manage your team, review the pipeline and financial records, and choose the modules that fit your business.
- Team access and settings
- Pipeline and reporting
- Companies and modules
Illustrative role views with fictional records. Actual access depends on company roles, permissions and enabled modules.
Your way of working belongs here.
Choose the parts of mCRM that help, keep supported tools you already use and decide who sees what. Start with a useful connection and grow from there.
Choose what you need
Choose an area to start.
Switch business areas on and off in the example. Your working setup changes with your choices.
Supported account connections can bring your existing services into the workspace. Not every tool needs replacing.
Account scopes, role permissions and approval rules define what a person or connected tool can do.
Import, review and export the records you need. Supported incoming lead connections and scoped APIs link the next part of the business.
Module choices here are illustrative, not a subscription change. Connections need supported providers and authorization. General outgoing Webhooks/Zapier automation is not established by the current verified scope.
Start with the way your business works.
You do not need to switch on everything at once. Start with one complete journey, then connect the next part of your business.
Bring your information
Prepare a small customer or lead spreadsheet. Map the fields, review duplicates and check the imported records before moving the rest.
Give your team a clear starting point
Choose the modules and roles your people need. Walk through a sample enquiry, appointment and job with the office and field team.
Connect, check, then expand
Enable the supported accounts you use. Verify their permissions and an example result before relying on them in daily work.
See where your day
could come together.
Explore the sample workspace, then talk through the setup your team needs.
Explore the demoTalk to us