What the CRM is
ZevBit CRM is where you keep every lead and client organized so nothing falls through the cracks. It’s built to help you:
Add new leads in the system
See leads in the list with the details
Track leads through your pipeline stages
Assign leads to your team (so you know who owns the follow-up)
Track lead sources (Google, Instagram, referrals, etc.)
Schedule on-site meetings and calls
Filter, save views, and export your lead list to Excel
Monitor performance using the dashboard charts
The simple flow contractors should follow
Add lead/client
Add project
Assign an agent (sales/PM/office)
Set up a qualifying questionnaire for the intake form
Move the lead through statuses
Convert to estimate when it’s time
