Every request becomes a job, one customer per phone

DoneYour CRM

A request from the site is saved as a job with everything the customer typed and where they came from. A returning customer is recognised by phone.

What we did

One record from request to installed TV. Each website request becomes a job; the same job then moves through the steps: New Lead → Contacted → Qualified → Booked → Completed.
Everything the customer typed is kept: name, phone, email, zip code and how many TVs.
The source is kept too — which ad, search or page brought the customer — so you can see later which advertising pays.
One customer per phone number. When someone books again, the new job joins their existing card instead of creating a duplicate.
Every change is written down in the job's history: who changed what, and when.

Quote form ──▶ Job #32  (New Lead)
                 │  name, phone, email, zip, TVs
                 │  came from: Google search / ad / Facebook
                 ▼
     Contacted ─▶ Qualified ─▶ Booked ─▶ Completed  (or Lost)
                 every step saved in the job's history

How it looks

All jobs with stage, status, customer, zip and services

One job: tap a stage, add services, set the visit time

Screenshots of the CRM use sample customers, so no real customer data is shown.

Why it matters

Nothing a customer sends gets lost, and every job remembers how the customer found you.