Pat QuinnHarbor Street Bakery
New installation
(555) 010-0133pat@example.com
Kirk One
One place to run your business.
Manage customers, leads, conversations, sales, and payments from one connected platform, so every relationship is followed up with the full context in front of you.
The working view
Every lead has a stage. Every move has a history.
Overview, Contacts, Leads, Clients, Pipeline, and Payments: one sidebar, always in reach.
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
Lead records hold the contact, business, service interest, quote, bid, and timing details needed for the next conversation.
Move each lead through New Inquiry, Contacted, Site Visit, Bid Sent, Won, or Lost without losing its history.
Client work history, job value, payment status, and the activity around every opportunity stay tied to the right record.
What runs inside Kirk One
CRM at the center, with the rest of the working week connected to it. Each tool was built for a job that actually comes up, and every one links straight to its tutorial in the knowledgebase.
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CRM
All-in-one contact manager
One directory over every lead and client, with the whole record behind each name: details, work history, notes and activity.
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Sales
Fast, custom pipelines
Drag an opportunity between stages, and rename, reorder, add or remove those stages so they match how your business actually quotes and closes.
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Communications · Premium
Live chat with your clients
Email a contact from their own record, using the address you already send from, and keep both sides of the conversation on the client instead of in your inbox.
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Payments
Invoices and collections through Stripe
Connect Stripe and every invoice lands on the client it belongs to, with what has been collected and what is still outstanding.
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Analytics
Automatic revenue reporting
Collected, billed and outstanding value alongside job count and open leads, grouped by job type or individual job. Written as you work, with nothing to assemble.
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Operations
SmartLog for activity tracking
A running record of what everyone on the account has done, newest first, so a change, a call or a note can always be traced back to a person and a time.
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Team access
User friendly account manager
Give each person on your team their own sign-in, decide exactly what they can reach with reusable account types, and close it again in one click.
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Client portal · Premium
Website Manager for your clients
Open a client their own dashboard for traffic, search performance, invoices and project notes, and close it again with a single switch.
Product approach
Enough system to stay organized. No enterprise theater.
Kirk One grew from the system Kirk & Co. built to run real client work: records, updates, reporting, invoicing, and follow-up. That keeps the product grounded in the decisions a small business makes every day.
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Grounded in real work
The system was shaped around actual lead and customer operations, not a generic feature checklist.
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A short path to an account
Create an account, choose a plan, and complete secure Stripe Checkout to open your private workspace. Your seven-day trial begins when you complete secure Stripe Checkout.
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Clear workspaces
Overview, Contacts, Leads, Clients, Pipeline, and Payments keep the major parts of the customer relationship easy to reach.