PHIT Simple CRM — leads, follow-ups and pipeline for one person on one computer
Your CRM, one file, zero bills.
Track a lead from the first call to money in the bank — and never lose a follow-up again. Everything stays in this browser, on this device. Nothing is ever uploaded.
Today
Who to chaseQuoted work with no follow-up date is the leak nobody sees.
Overdue 0
Due today 0
Rest of the week 0
No next action 0
Maintenance dueLast service date plus your interval. Repeat work is the cheapest work there is.
Service due 0
Pipeline
All leads
Filter
MoneyWon, lost, and where the work actually came from.
Revenue won by month (last 12)
Where the work came from
| Lead source | Leads | Won | Win rate | Revenue won | Avg ticket |
|---|
This is the number that tells you where to spend. A source with a 60% win rate and a $3,000 average ticket is worth more than one with triple the leads.
Why you lost
| Reason | Jobs | Value quoted |
|---|
Open pipeline by stage
| Stage | Leads | Value | Oldest |
|---|