What your CRM can do when it's built around you.

Here are eight things we've built into CRMs for other companies.

Everything you use in HubSpot today comes as standard.

Each screen below is a working copy with made-up data. Click around it.

  1. 01Invoices that go straight into QuickBooks
  2. 02Reports you can click into
  3. 03Onboarding that starts the moment a deal is won
  4. 04Estimates with options the customer picks from
  5. 05Each customer's own prices on every quote
  6. 06Calls that log themselves, and follow-ups set for you
  7. 07Records linked the way the business works
  8. 08Every maintenance plan, and what's due this month

01 · Built for an environmental testing company

Invoices that go straight into QuickBooks

The invoice is made from the finished job and lands in QuickBooks Online under the company’s own accounts. When it’s paid there, the job shows paid too.

Demo EnvironmentalSample CRM · made-up data

Job #418 · Septic soil test

Maple Ridge Homes · Lot 14, Cedar Run

Job done Nov 3
Invoice #3107Made from the job
Perc test, 2 holesQuickBooks account: Testing income$850
Lab analysis, 3 samplesQuickBooks account: Lab income$420
Site visit and reportQuickBooks account: Field services income$180
Total$1,450

Not in QuickBooks yet.

02 · Built for a home remodeling company

Reports you can click into

We built the reports the owner asks about. Click any number to see the jobs behind it.

Demo RemodelingSample CRM · made-up data

Signed jobs in 2026

14 jobs · $725,600

03 · Built for an IT services company

Onboarding that starts the moment a deal is won

When a deal is won, the onboarding checklist starts in the same record, with everything sales learned already filled in.

Demo IT ServicesSample CRM · made-up data

Harbor Family Dental

$4,830 a month · 3 offices

Proposal accepted
Users
42
Offices
Main St, Elm Ave, Bayview
New laptops
6
Start date
Dec 1

What sales learned, saved on the deal.

04 · Built for a kitchen and bath showroom

Estimates with options the customer picks from

Estimates come from the showroom’s own price list. The total updates as the customer chooses.

Demo KitchensSample CRM · made-up data

Estimate #2215 · Patel kitchen

Showroom visit Nov 2: Shaker doors, sage green, brass handles

Cabinets
Countertop
Take out the old kitchen$2,400
Install and finish$9,800
Total$40,400

The customer's copy has the same choices, so they can pick there too.

Estimate total $40,400.

05 · Built for an electrical supply wholesaler

Each customer's own prices on every quote

Each customer has a price level, so the quote fills in their prices. Nobody looks them up.

Demo Electrical SupplySample CRM · made-up data

Quote #5521

Pick the customer. The prices are theirs.

LED panel light, 2x4 ft12 × $54.40 · list $64.00$652.80
12/2 wire, 250 ft roll8 × $120.70 · list $142.00$965.60
20 amp breaker30 × $9.78 · list $11.50$293.40
Total for Riverside Builders$1,911.80

Riverside Builders: Contractor price, 15% off. Quote total $1,911.80.

06 · Built for a safety equipment supplier

Calls that log themselves, and follow-ups set for you

Each call is saved on the customer with a short note, and the next follow-up is set for the rep.

Demo Safety SupplySample CRM · made-up data

Ruiz Paving

Mark Ruiz, site manager · (412) 555-0186

On a call with Mark Ruiz · 6:12

Your follow-ups2
  • Hollis Rail ServicesPrice check on cut-resistant glovesToday
  • Brandt SteelReorder of safety glassesToday

07 · Built for a tutoring company

Records linked the way the business works

Each thing they track has its own record, linked the way it is in real life: the parent who pays is linked to the students who learn.

Demo TutoringSample CRM · made-up data

Laura Chen

Parent · pays for 2 students · (617) 555-0123

Maya ChenParent: Laura Chen
Tutor
Mr. Okafor
Lessons in November
Nov 4, Nov 11, Nov 18, Nov 25

Fractions test on Nov 20. Wants extra practice.

One invoice to Laura for November: $960. Both children's lessons, from their own records.

Showing Maya Chen.

08 · Built for an electrical contractor

Every maintenance plan, and what's due this month

Every plan has its visits and renewal date, so one list shows what’s due and who to call.

Demo ElectricSample CRM · made-up data

Maintenance plans

61 active plans

  • Oakwood Senior LivingGenerator service, twice a year · $960 a yearVisit due Nov 12
  • Fairview DentalPanel inspection, yearly · $240 a yearVisit due Nov 19
  • Grant FamilyHome generator, twice a year · $480 a yearVisit due Nov 21
  • Riverside StorageLighting check, every 3 months · $1,200 a yearVisit due Nov 26

4 plans: Visits due in Nov.

Tell us what you need your CRM to do.

In a free 20-minute call, you tell us how your team works, and we sketch it as you talk. Then we show you what we'd build. If a standard CRM is fine for you, we'll tell you.

Book a free CRM fit check