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Sales & CRM

Sales CRM Software

FSMFlow’s sales CRM software captures every enquiry, reminds your team to follow up and moves each lead through a clear pipeline — new installations, repair calls and AMC (annual maintenance contract) renewals alike. When a deal is won, it becomes a quotation and a job without anyone retyping the details.

  • Every enquiry logged with its source, owner and next step
  • Follow-up reminders so no quotation goes quiet
  • Won deals convert into a quotation and a job in one step
Book a DemoSee it for HVAC

Illustrative product visual · sample data

What it does

Sales CRM software that follows every lead to a booked job

In a service business, an enquiry is only the first of many steps before a technician turns up. Here is how FSMFlow keeps each step moving.

Lead management software for every enquiry

Log calls, website enquiries, referrals and walk-ins in seconds. Each lead keeps its contact details, site address, requirement and source, so nothing lives in a notebook or on someone’s phone.

5 stages

A sales pipeline you can read at a glance

Sales pipeline software should be readable in seconds. Move deals through stages such as new enquiry, site visit, quotation sent, negotiation and won, and see how many deals each stage holds and what they are worth.

Follow-ups that do not slip

Set the next step on every lead. Reminders show what is due today and what is overdue, so quotations are chased while the customer is still deciding.

From won deal to quotation and job

Create a quotation straight from the lead, with the requirement already filled in. When the customer agrees, convert the deal into a job — customer, site and scope carry over.

Repeat customers

Sales management software with full history

See past jobs, AMC status and earlier quotations on the lead itself, so your team talks to repeat customers with context.

Owner on every lead

Clear ownership across the sales team

Assign leads to team members, see who is handling what, and review each person’s open deals and their value in one view.

What changes

Fewer lost enquiries, faster quotations

What changes when your sales follow-up lives in the same system as your jobs.

  1. 01

    Every enquiry gets a next step

    Leads stop sitting in inboxes and notebooks. Each one has an owner and a follow-up date, so “who called them back?” always has an answer.

  2. 02

    Quotations go out while the customer is still interested

    With the requirement already on the lead, your team builds and sends the quotation straight away instead of rewriting details from a call.

  3. 03

    Sales and operations share one record

    The deal, the quotation and the job sit on the same customer record, so the technician sees what was promised and the office sees what was done.

  4. 04

    You can see the work that is coming

    Pipeline value by stage shows how much work is likely to land, so you can plan technicians and spare parts ahead of time.

HVAC · AC service teams

How HVAC teams use the sales pipeline

Sales CRM software is one module of our HVAC field service software, built around how AC businesses actually win work.

Explore the HVAC solution

  • Installation enquiries

    Log a “3 × 1.5 ton split AC” enquiry, book the site visit, send the quotation with parts and labour, and convert it to an installation job once the customer agrees.

  • Repair calls from repeat customers

    A breakdown call from an existing customer opens with their units, warranty and last visit on screen, so you can quote the repair or offer a contract on the spot.

  • AMC renewals as deals

    Treat each renewal as a lead with a value and a follow-up date. A clinic’s yearly contract should not depend on someone remembering to call.

  • Getting ready for summer

    Before the hot season, list the customers who have no contract yet and follow up with each one while demand for servicing is rising.

Connected modules

Works with the rest of FSMFlow

Every module shares the same customer, job and asset records, so nothing is typed twice.

The same pipeline works for other field service trades:

solar CRM softwareservice business management software
FAQ

Common questions

Straight answers before you book a demo.

Something else on your mind? Ask us

  • It is a system for recording enquiries, tracking follow-ups and managing a sales pipeline from the first call to a won deal. In FSMFlow it sits next to jobs, quotations and customer records, so a won deal turns into work without re-entering any data.

  • Yes. Your team adds a lead in a few seconds and records where it came from, such as a phone call, website, referral or walk-in, so every source is tracked in the same pipeline.

  • You convert the deal into a quotation or a job. The customer, site address and requirement carry over, so your team does not retype them and the technician sees what was agreed.

  • For most service businesses, no. Lead management, follow-ups and the sales pipeline are built in, and they connect directly to quotations, jobs and customer history.

Turn more enquiries into booked jobs

See the pipeline, the follow-up reminders and one-step job conversion in a short demo built around your service business.

Book a DemoSee it for HVAC

A short walkthrough with sample data from an HVAC service business.