Step 1
Lead arrives through a form, call, ad, or referral and gets handled manually.
Lead enters a CRM pipeline with context, source, owner, and follow-up.
Guided CRM implementation
Launch the operating layer between leads and revenue.
A guided implementation of StratifyIQ CRM for service businesses that need branded lead capture, follow-up, quotes, bookings, jobs, invoices, and reporting without waiting on a custom software rebuild from scratch.
Best fit
This is for you if...
- Leads are coming in but follow-up is inconsistent
- Quotes, jobs, bookings, and invoices live in scattered tools
- Your team needs a practical CRM configured around operations
- You want a launchable system in weeks, then custom modules later
Not a fit
This is not for...
- You need a public self-serve SaaS product today
- You want a generic CRM license with no implementation
- You are not ready to standardise your lead-to-revenue workflow
Before and after
The workflow change.
Step 2
Quotes are built in documents, spreadsheets, or inbox threads.
Quotes use configured fields, terms, pricing logic, and public acceptance links.
Step 3
Accepted work gets copied into calendars, job sheets, and invoice tools.
Bookings, jobs, invoices, and reporting live in one operating workflow.
Scope
What gets delivered.
The exact scope is locked before kickoff. These are the core pieces this offer is designed to produce.
Branded CRM tenant and setup
Contacts, leads, pipeline, inbox, tasks, jobs, calendar, and invoices
Configurable quote builder and public quote links
Booking and invoice workflows
Feature flags, modules, and starter industry pack configuration
Launch preflight, handover, and support plan
Why it works
Built around the system, not the service list.
Current CRM already includes public quotes and invoices
Tenant structure supports branded client work
Custom modules and industry packs create the expansion path
Questions