Win more jobs with a CRM for service businesses
Repair, cleaning, pest control, interiors or maintenance: your work starts with a phone call and ends with a signed quote. Ellibo CRM keeps every enquiry, site visit and follow-up in one place, so no caller is forgotten.
Free for 2 users, for as long as you like. Works on any device.
Where service businesses lose jobs
Most jobs are lost before anyone visits the site. Here is where it usually happens.
Callers are forgotten
An enquiry comes in while you are on a ladder. The number sits in the call log and by evening nobody remembers who it was.
Add the lead in five seconds from the phone, and a workflow plans a call-back. A lead not called in two days is flagged for the owner.
Site visits by back-and-forth
Fixing a visit takes five messages, and the customer books someone else while you wait for a reply.
Share a booking page. Customers pick a free slot from your working hours, and the meeting and lead are added for you.
Quotes go out and go silent
You quote for a full repaint, and there is no way to know whether the customer even opened it.
Send the quote as a link. You see when it was opened, and the customer accepts with their name and signature, or declines with a reason.
Annual contracts lapse quietly
The maintenance contract you won last year ends, and the customer only remembers when a rival calls them first.
Keep a separate Renewals pipeline. A workflow plans the renewal call well before the end date, so you ask first.
A normal day, from call to confirmed job
- The phone rings
Click-to-call through your own calling account records the call and logs it on the lead.
- A visit is booked
The customer picks a slot on your booking page, and gets a calendar invite with a reschedule link.
- The quote goes out
Services from your list become the quote. The customer accepts it online from their phone.
- The job is won
The deal moves to Won, the team is alerted, and the invoice can be made from the quote.
Made for businesses that sell their time and skill
Follow-ups that plan themselves
Workflows plan the call, send the thank-you email and alert the owner when a lead goes quiet.
Booking pages
Customers book a site visit or call in a free slot, synced with your Google or Outlook calendar.
Calls on the record
Click to call through your own calling account. Each call and its recording sit on the lead.
WhatsApp and SMS
Message any lead with templates. Sequences can mix WhatsApp, SMS, email and call steps.
More than one pipeline
New jobs in one pipeline and annual renewals in another, each with its own stages.
"Your day" every morning
Each person gets their calls, visits and tasks by email, with a reminder before each one.
Set up between two jobs
- Add your services with their prices and VAT or sales tax.
- Rename the pipeline stages to fit your work, such as Site visit and Quote sent.
- Make a booking page with your visiting hours and share the link.
- Put a web form on your website so enquiries come in as leads.
- Turn on the "lead not called in 2 days" workflow.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
Field ServiceSchedule the job and send the technician once the deal is won. AccountingInvoices from accepted quotes, and payments in your books. HelpdeskComplaints and service requests from the same customers.CRM for service businesses: FAQ
Can customers book a site visit online?
Yes. Share your booking page link. Customers see only the times you are free, inside your working hours and away from your other meetings, and the meeting and lead are added to CRM.
Can I record calls with customers?
Yes, with your own calling account connected. Click the phone button: your phone rings, then the customer. Each call is logged on the record with its recording.
Can I send a quote on WhatsApp?
Yes. Every quote has a private link you can paste into WhatsApp or SMS. The customer sees the quote, downloads the PDF and accepts it with their name.
How do I keep track of annual maintenance contracts?
Use a separate pipeline for renewals, with its own stages, and a workflow that plans the renewal call ahead of time. The Standard plan has 3 pipelines.
Does it work on my phone on site?
Yes. It runs in any phone browser. Add a lead, log a call or check your day at a tap.
Is there a free plan?
Yes: 2 users, 1 pipeline, 250 open deals and 2 workflows, free for ever, with quotes and reminders.
CRM for other businesses
More Ellibo apps for home & field services
Answer every enquiry, and win the job
Free for 2 users, for as long as you like. Add more apps whenever you are ready.