CRM quickstart
Turn form submissions into leads, estimates, invoices, and paid jobs.
CRM quickstart
The WordSafe CRM is a full contact + deal + document pipeline — replaces HubSpot Free, Jobber, and Housecall Pro for service businesses.
Contacts
Every form submission or manual entry creates a Contact. Fields:
- Name, email, phone, address (Google Places)
- Company
- Tags
- Custom fields
- Timeline (every touchpoint — emails, calls, notes, docs)
Pipelines
CRM → Pipelines. Create as many as you need (Sales, Service, Onboarding). Each has stages (New, Qualified, Proposal, Won, Lost).
Drag a deal between stages on the Kanban view.
Estimates
CRM → Estimates → New estimate. Line items with quantity, unit price, tax, discount. Send by email — the recipient views + accepts in a hosted portal, no login required.
Accepted estimates convert to invoices in one click.
Invoices
Same builder as estimates, plus:
- Due date + payment terms
- Stripe checkout link
- Auto-reminders (7, 3, 1 day before due; 1, 7, 14 days overdue)
- PDF download
Templates
Save line-item bundles as templates — one click to build a $2 000 install estimate.
Time tracking
Log time against any contact or deal. Convert entries to line items on an invoice.
Payments
Collect via:
- Stripe checkout link (in the invoice email)
- Manual (mark paid, record method)
- Card on file (with saved payment method)