Feature
Manage Services and Every Enquiry They Bring In
A service list and a lead list that are connected, so a quote request or booking is always tied to the service it is for.
How It Works
Service Lead Management in AliveCRM
Catalog
Your Services, With Price and Duration
Each service is a record with a name, price, duration, category and status. It sits in the same CRM as your leads, so there is no separate list to keep current.
- Price and duration per service
- Group services by category
- Active and inactive status
- One searchable list
Rahul Sharma
Example Technologies
Routing
Bookings and Quotes Tied to a Service
Put a form on a service page and it routes to that service. Whether the enquiry is a quote request or a booking, the service is on the lead from the start.
- A form per service, or a service picker
- Service on the lead record and pipeline card
- Statuses that fit a booking or quote flow
Rahul Sharma
Example Technologies
Reporting
Which Services Sell, and Which Just Get Asked About
The per-service report shows leads and conversion by service, so you can see which services carry the business and which draw enquiries that rarely book.
- Lead count and conversion per service
- Compare enquiry volume against bookings
- Decide where to focus capacity
Rahul Sharma
Example Technologies
The Detail
Why Service Businesses Need Lead Context
Service businesses run on enquiries: a quote request, a booking, a callback. The difference between a good month and a bad one is often how quickly and how consistently those enquiries are followed up. But a lead that just says "interested in your services" is hard to act on.
The cost of a vague enquiry
If the CRM does not record which service the enquiry is for, the person calling back has to start with "so, what were you after?" That is a weaker first impression, a slower quote, and no way to tell later which services are actually generating revenue versus just questions.
How AliveCRM keeps it specific
The service is captured with the lead and stays with it. The person following up opens the record and already knows the service, the price band and the duration. The report tells the owner which services to promote and which to reconsider.
Where this fits best
Agencies, trades and home services, professional services, clinics and studios, maintenance and installation firms, anyone who sells defined services and follows up on enquiries to win the work.
In Practice
What You Get
Services with price and duration
Enquiries routed to a service
A team member per enquiry
Leads and conversion per service
Tie Every Enquiry to the Right Service
From a quote request to a booked job, tracked in one place.
FAQ
Frequently Asked Questions
The service record carries a duration, and AliveCRM includes a shared calendar for follow-ups and reminders. It is not a full appointment-booking system with time-slot availability.
Yes. Build the form the enquiry needs; the service is attached to the lead regardless of whether the visitor is asking for a price or booking a slot.
Services carry a price and a duration and are usually delivered, not shipped. Products carry a SKU and stock. Use services if your leads are about work you perform.