Industry

CRM for Service Businesses

The first business to reply usually wins the job. AliveCRM captures every quote request and booking enquiry and gets it to a team member fast.

The Workflow

Enquiry to Booked Job

Website Enquiry
Service Lead
Assigned
Quote / Follow-Up
Booked
Repeat Customer

Capture

Capture Service Enquiries

Put an enquiry form on every service page. Each request becomes a lead with the service and source recorded.

  • Forms per service page
  • Automatic lead creation
  • Source recorded
Explore Lead Capture
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called, was interested
Follow-up Scheduled

Bookings

Manage Bookings

Track booking requests with their own statuses, from first enquiry through confirmed to completed.

  • Booking stage in the pipeline
  • Requested date on the record
  • Outcome logged on the lead
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called, was interested
Follow-up Scheduled

Assign

Assign Leads to Staff

New enquiries are routed to a team member immediately so someone can respond while the lead is still warm.

  • Fast assignment on capture
  • Owner on every enquiry
  • Reassign by availability
Explore Lead Assignment
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called, was interested
Follow-up Scheduled

Follow Up

Track Follow-Ups

A scheduled next action and reminder on every enquiry keeps quotes and callbacks on time.

  • Next-action reminders
  • Activity timeline per lead
  • Overdue enquiries flagged
Explore Lead Follow-Up
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called, was interested
Follow-up Scheduled

Service Leads

Manage Service Opportunities

Handle service enquiries with their own statuses alongside product and project leads in one system.

  • Service-specific lead records
  • Notes and history per enquiry
  • Reporting by service
RS

Rahul Sharma

Example Technologies

Qualified
SourceWebsite Form
StatusIn Progress
OwnerSales Team
Next Follow-upTomorrow, 11:30 AM
Lead Captured
Assigned to Sales Team
Called, was interested
Follow-up Scheduled

Performance

Measure Business Performance

See enquiry volume, response time and how many turn into booked jobs.

Figures are illustrative sample data, not live results.

Service Enquiries

0

Last 30 days

Avg. First Response

0m

Last 30 days

Jobs Booked

0

This period

Conversion

0%

Booked / qualified

Why AliveCRM

Why Service Businesses Use AliveCRM

Reply first

Enquiries are assigned the moment they arrive.

Bookings tracked

Every request has a status and a date.

Quotes get chased

A reminder on every open enquiry.

Repeat customers

Full history stays on the record.

Start Managing Your Service Enquiries

Capture every enquiry, assign it fast and follow up until the job is booked.

FAQ

Frequently Asked Questions

AliveCRM is a lead management and sales CRM that helps businesses capture leads, assign them to team members, manage follow-ups and reminders, and monitor performance from one place.