Capture the opportunity
Record a new enquiry, source, owner and next action before it goes cold.
Analogy IT CRM
CRM for service businesses
Keep every customer, job and follow-up moving
Replace scattered inboxes, spreadsheets and notes with one clear view of the customer journey—from first enquiry to completed work and the next opportunity.
Common workflow problems
- Enquiries and follow-ups are spread across inboxes, phones and personal notes.
- The team cannot quickly see who owns a job or what needs to happen next.
- Quotes, invoices, files and customer updates sit in separate systems.
A practical workflow
Plan and deliver the work
Turn approved work into visible projects, tasks, dates, files and customer updates.
Quote and invoice
Keep quotes, invoices, payments and outstanding balances connected to the customer.
Build repeat business
Use reminders and a complete customer history to follow up at the right time.
Useful outcomes
- A shared customer record
- Clear next actions
- Faster team handovers
- Visible billable work
A practical starting point for consultancies, maintenance providers, local services and growing owner-led teams.
Can we change the labels to match our business?
Yes. The setup starts with general customer, project and service-plan language, and the business can tailor its branding and terminology.
Can customers have their own login?
Yes. Client logins are included subject to fair use, giving customers a branded place for requests, files, invoices and updates.
Do we have to move everything on day one?
No. A beta onboarding can begin with one workflow, team or customer group and expand after the process is proven.