Typical service-business journey
Inquiry → response → appointment or estimate → follow-up → sale → service → review.
Key CRM needs
- Lead capture
- Fast follow-up
- SMS
- Booking
- Reminders
- Pipeline
- Review requests
What service businesses should look for in a CRM, from lead capture and scheduling to SMS, follow-up, and review requests.
Independent guidance focused on process fit, total stack cost, and practical implementation.
Start with the CRM selection guide →Inquiry → response → appointment or estimate → follow-up → sale → service → review.