The CRM for service businesses that runs the whole day, not just the contact list

Here is what Dheed's small business CRM includes and how to set it up.

What a CRM for service businesses needs to do

A sales CRM was made for people who sell, then hand off. You sell and then do the work, so your system has to follow the customer all the way through. Hold any crm with scheduling and invoicing to this checklist:

• One list of leads from calls, texts, your website, ads and spreadsheets.
• A pipeline that shows every open opportunity and what happens next.
• A schedule your team can read on a phone.
• Estimates and invoices that come from the same record, not a separate app.
• Payments that mark the invoice paid on their own.
• Follow up that runs without you remembering it.
• History: calls, texts, emails, jobs and invoices on one timeline.

Dheed covers each of these in one login and one bill, which is why we call it all in one business software rather than another app to juggle.

Customers, leads and a pipeline you can actually keep up with

Contacts in Dheed can be residential or commercial, with tags, custom fields, an owner and a full timeline. Search works by name, company, email or phone digits, and Dheed warns you before you create a duplicate.

Leads carry their source, service, priority, value, notes and consent. The pipeline is a drag and drop board with stages you can edit, and you mark deals won or lost with a reason. That gives you real lead tracking for small business owners who do not have time for a sales department, and a sales pipeline for contractors that matches how jobs are actually won.

Leads can come in from many places:

• A Google Sheet, either through a pasted script or by signing in with Google.
• Google Ads lead forms.
• Any app that can post data to a private link, such as Zapier.
• Your Dheed website contact form.
• New texts from unknown numbers and calls answered by the AI receptionist for small business add-on.

Scheduling, jobs and crews in the same place

Set up your services with their length and travel or cleanup buffers, your service areas by ZIP or city, and each person's hours. Dheed books inside those rules and checks for overlaps, so nobody gets double booked. Jobs hold visits, crew assignments, line items, notes and private photos, and technicians only see their own work. Recurring services book visits on a schedule, from every week to every year. Read more on the field service scheduling software page.

Estimates, invoices and payments without retyping

Build estimates from your price book with up to three options so customers can pick the level that fits. They sign on their phone, and the approval wins the deal and creates the job. Invoices come from the job, a signed estimate or scratch, with deposits and automatic sales tax by address. Customers pay by card straight to your own Stripe account. Online card payments carry Stripe's fee plus a small Dheed fee by plan. The estimate and invoice app for contractors page covers the full flow, and the customer portal for service businesses lets customers find their estimates, invoices and visits in one place.

Follow up that runs on its own

Automations follow a simple rule: when this happens, do that. Ready made recipes cover speed to lead texts, new lead follow up, overdue invoice reminders at 3, 7 and 14 days, payment receipts, estimate follow up and lost lead check backs. They stop as soon as the customer acts. With the business texting software add-on you get your own approved number, a shared inbox, appointment reminders and review requests.

Growth tools sit on the same record too. The website builder for service businesses turns every contact form into a lead, and the social media scheduler for small business lets you plan posts for your business pages.

Made for your trade

Need a crm for home service companies, or for a clinic? Pick your industry at signup and Dheed sets its words, pipeline stages and receptionist script to match. See how it works for plumbing business software, HVAC business software, cleaning business software and home care agency scheduling software.

Set up your CRM in one afternoon

1. Create your account and choose your industry.
2. Fill in your business profile: hours, service areas and services.
3. Import your customers from a CSV and fix any duplicate warnings.
4. Invite your team and give each person the right role.
5. Connect a lead source, like your Google Sheet or ad forms.
6. Turn on two recipes: speed to lead and overdue invoice reminders.
7. Send one real estimate to see the whole flow end to end.

The Free plan covers one person and 100 contacts. Starter is $29 a month, Pro is $79 and Business is $149, with more people and workspaces as you go up. You can see plans and pricing or start free today. If you want one place to run the day, a CRM for service businesses like Dheed is designed to keep every customer moving from first call to paid invoice.

Frequently asked questions