CRM for Service Businesses
Complete service business management: leads become projects, time becomes invoices. Track everything, automate invoicing, and monitor project health.
Service businesses need connected workflows
Service businesses have a unique workflow: leads become projects, projects require time tracking, and time becomes invoices. Most tools don't connect these steps.
The Problem
- •Leads, projects, time, and invoices are separate
- •Manual data entry between systems
- •No visibility into project health
- •Hard to track billable hours accurately
The Solution
- ✓Complete workflow from lead to invoice
- ✓Automatic data flow between steps
- ✓Project health scoring and monitoring
- ✓Accurate billable hour tracking
Built for your workflow
Features designed specifically for your industry
Lead to Project to Invoice Flow
The complete service business workflow: capture leads, convert to projects, track time, and invoice automatically. Everything flows together without manual data entry.
- Capture leads from multiple sources
- One-click lead to project conversion
- Track billable hours on projects
- Generate invoices from time entries
Time Tracking for Billable Hours
Log hours as you work on projects. Set hourly rates, track billable vs non-billable time, and see exactly how much to invoice each client.
- Log time on project tasks
- Set hourly rates per project
- Track billable vs non-billable hours
- See time-to-invoice conversion
Project Health Scoring
Monitor project health automatically. See at a glance if projects are on track, over budget, or behind schedule. Catch problems before they become issues.
- Automatic health score calculation
- Budget and timeline tracking
- Visual health indicators
- Early warning system
Automated Invoicing from Time
Convert tracked time to invoices with one click. No manual entry, no mistakes. Set up hourly rates, and invoices calculate automatically from your time entries.
- One-click invoice generation
- Automatic calculation from time
- Set hourly rates per project
- Track what's been invoiced
Your data flows automatically
No copy-pasting. Everything connects automatically.
Lead
Project
Time
Invoice
Turn a lead into a project. Log time on that project. Invoice from that time. It all flows together.
Simple pricing for service businesses
Start free with 25 leads, 25 contacts, and 5 projects. Upgrade to Service Pro for unlimited everything at £14.99/month.
View pricingQuestions?
It's simple: capture a lead, convert it to a project with one click, track time on that project, and generate an invoice from your time entries. All the data flows automatically - no manual entry between steps.
Yes. Log time directly on project tasks, mark entries as billable or non-billable, set hourly rates per project, and see exactly how much time you've spent. When you're ready to invoice, convert time entries to invoices with one click.
Project health scoring automatically monitors your projects based on budget, timeline, and progress. You get a score from 0-100 that shows at a glance if a project is healthy, at risk, or in trouble. This helps you catch problems early.
After tracking time on a project, you can generate an invoice with one click. The invoice automatically includes all billable time entries, calculates totals based on your hourly rates, and creates a professional invoice you can send to the client.
Absolutely. SoloCRM is built for service businesses that manage multiple projects. You can organize projects by client, track each project separately, and see all your active projects in one dashboard.
SoloCRM works well for service businesses that need to track leads, manage projects, log time, and invoice clients. If you need specific field service features like scheduling, route optimization, or mobile workforce management, you may need additional tools. But for project-based service work, SoloCRM covers the core needs.
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