Pat QuinnHarbor Street Bakery
New installation
(555) 010-0133pat@example.com
Kirk OneSimple CRM for contractors & agencies
One place to run your business.
A CRM simple enough to actually use. Add a lead in seconds, drag it across the pipeline, and keep client conversations and payments beside it. From $49 $24.50/month with code BETA50$49/month.
- Account created in about a minute
- Optional three-question setup, no sales call
- Nothing charged today, card handled by Stripe
Kirk OneOperations workspace
Live sample
Reports
Revenue and workload at a glance
Collected revenue, outstanding work, active jobs, open leads, and pipeline value in one view.- Collected
- $18,400 75% of $24,600 billed
- Outstanding
- $6,200
- Jobs
- 9
- Open leads
- 5
- Pipeline value
- $15,450
- Installation44%$8.1k
- Maintenance34%$6.2k
- Repair22%$4.1k
Pipeline
New Inquiry$4,000
Contacted$3,800
Site Visit$1,450
Bid Sent$6,200
Won$4,600
Activity
Recent team activity
A chronological record of changes, notes, calls, and email activity.Demo User moved Riverbend Market to Bid Sent Pipeline
Demo User logged a call with Northstar Electric Call
Demo User added a note to Oak Street Studio Note
Demo User converted Eastside Dental to a client Client
Contacts
Everyone, in one list
Every lead and every client in one place, so a name can be found before its stage is remembered.| Name | Type | Business | Stage | Value |
|---|---|---|---|---|
| Taylor Brooks | Client | Summit Property Group | Active | $12,600 |
| Casey Morgan | Lead | Riverbend Market | Bid Sent | $6,200 |
| Alex Rivera | Client | Eastside Dental | Active | $7,800 |
| Jordan Lee | Lead | Northstar Electric | Contacted | $3,800 |
| Riley Chen | Lead | Oak Street Studio | Site Visit | $1,450 |
| Morgan Ellis | Client | Willow Creek Café | Active | $4,200 |
| Pat Quinn | Lead | Harbor Street Bakery | New Inquiry | $2,800 |
Leads
Leads in motion
Contact details, service interest, quote context, bid value, and current stage.| Name | Phone | Business | Interested in | Quote | Bid | Bid date | Stage | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| Jordan Lee | jordan@example.com | (555) 010-0142 | Northstar Electric | Service agreement | $3,500 | $3,800 | Aug 21 | Contacted | |
| Casey Morgan | casey@example.com | (555) 010-0188 | Riverbend Market | New installation | $5,900 | $6,200 | Aug 19 | Bid Sent | |
| Riley Chen | riley@example.com | (555) 010-0116 | Oak Street Studio | Repair | $1,300 | $1,450 | Aug 20 | Site Visit | |
| Pat Quinn | pat@example.com | (555) 010-0133 | Harbor Street Bakery | New installation | $2,500 | $2,800 | Aug 23 | New Inquiry | |
| Drew Nelson | drew@example.com | (555) 010-0166 | Pine Street Retail | Retail maintenance | $1,100 | $1,200 | Aug 22 | New Inquiry | |
| Alex Rivera | alex@example.com | (555) 010-0151 | Eastside Dental | Service agreement | $4,400 | $4,600 | Aug 18 | Won |
Clients
Active client relationships
Contact details, work history, financial position, and Website Manager access.| Business | Contact | Phone | Jobs | Billed | Paid | Outstanding | Last job | Website Manager | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
| Summit Property Group | Taylor Brooks | taylor@example.com | (555) 010-0124 | 4 | $12,600 | $10,400 | $2,200 | Aug 18 | On | |
| Eastside Dental | Alex Rivera | alex@example.com | (555) 010-0151 | 2 | $7,800 | $7,800 | $0 | Aug 12 | Off | |
| Willow Creek Café | Morgan Ellis | morgan@example.com | (555) 010-0173 | 3 | $4,200 | $3,100 | $1,100 | Aug 08 | On |
Pipeline
Opportunity pipeline
Drag a card between stages, or use its Move to menu to choose a stage.New Inquiry
Drew NelsonPine Street Retail
Retail maintenance
(555) 010-0166drew@example.com
Contacted
Jordan LeeNorthstar Electric
Service agreement
(555) 010-0142jordan@example.com
Site Visit
Riley ChenOak Street Studio
Repair
(555) 010-0116riley@example.com
Bid Sent
Casey MorganRiverbend Market
New installation
(555) 010-0188casey@example.com
Won
Alex RiveraEastside Dental
Service agreement
(555) 010-0151alex@example.com
Lost
Drop an opportunity here
Payments
Invoices, collections and Stripe
Every payment record, what has been collected, and what is still outstanding.
Connected
StripeSample workspace · payouts daily
$18,400 collected
| Invoice | Client | Billed | Collected | Status |
|---|---|---|---|---|
| INV-1042 | Summit Property Group | $6,400 | $4,200 | Partial |
| INV-1041 | Eastside Dental | $4,600 | $4,600 | Paid |
| INV-1040 | Willow Creek Café | $1,100 | $0 | Unpaid |
| INV-1039 | Summit Property Group | $3,200 | $3,200 | Paid |
| INV-1038 | Eastside Dental | $3,200 | $3,200 | Paid |
| INV-1037 | Willow Creek Café | $3,100 | $3,100 | Paid |
Interactive sample · no customer data
Built close to the businesses it serves
Over a dozen businesses served in Knox County.Independent · Indiana-builtEasy by design
Up and running in 3 steps.
Create your account
Import your leads
Turn them into clients
Choose your plan
Simple pricing, starting at Regular price $49BETA50 price $24.50$49/month.
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Compare every featureBeta pricing, locked in for good. Enter BETA50 at checkout for 50% off either plan, monthly or annual, for as long as you stay subscribed. The code ends October 15, 2026.
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