A sales pipeline CRM for tradespeople
One board shows every offer you have open and what it is worth. Enquiries, surveys, quotes and booked jobs sit in columns, so you can see what to chase today.
Every offer, in the stage it has really reached
The board runs left to right: enquiries, survey appointments, quotes sent, booked jobs and completed jobs. Each card shows the customer, the job and its value, and each column shows its total. Cards move by themselves as the work happens. A survey gets booked, a quote is approved, a deposit is paid, and the card is in the right column without anyone dragging it. You can still drag a card when you need to, and Hubber asks you to confirm first.
- Column totals show how much work is at each stage
- Quote cards show whether the customer has opened it
- Lost offers leave the board and stay in the list
Separate boards for homes and for business customers
Work for a family moving house is sold differently from a contract with a letting agent. Hubber keeps two boards, Homes (B2C) and Business (B2B), with a switch at the top of the page. Each board has its own stage names and its own terms and quote sections, so a business quote does not carry wording written for a homeowner. An offer can be moved from one board to the other if it was put in the wrong place. Reports count both boards together.
Stages named the way you work
Open Stages to rename a column, change the order or hide one you do not use. The names are yours, but the steps underneath stay the same, so the automatic moves keep working after you rename things. If a company stores goods for customers, an extra column shows who is in storage and what that is worth each month. A List view sits beside the board for when you want to search and sort every offer and job together.
- Rename, reorder or hide columns
- Board view and List view of the same offers
- An In storage column for customers whose goods you hold
The whole story on each offer
Open a card and everything about that customer is there: the enquiry they sent, the survey, the quote, the booked job and a timeline of calls and emails. Log a call from the card menu in a couple of taps. Use Quick quote when a customer only needs a title and a price. Assign a job date and Hubber books the job onto the calendar. The office and the sales team are looking at one record, so nobody has to ask who spoke to the customer last.
Track the people who send you work
Estate agents and solicitors often refer the same kind of customer again and again. Hubber has a board for each, where you record the relationship, the areas they cover and each conversation. When you create an offer you can say which partner referred it, and Hubber adds up how many jobs and how much value each partner has sent. That tells you which relationships are worth a visit and which have gone quiet. A sales tracker shows work won against monthly targets.
Questions about sales pipeline
Is this a full CRM or only a board?
It is a CRM built around a board. Customers and businesses have their own records with contact details, history, quotes, invoices and jobs. The board is the day-to-day view of the offers you have open with them.
Do I have to move cards by hand?
Mostly no. Booking a survey, completing it, sending a quote, the customer approving it and a job date being set each move the card. You can switch individual automatic moves off if you would rather do them yourself.
Can I rename the pipeline stages?
Yes. Anyone with edit access can rename, reorder and hide columns, and the two boards keep separate names. Hiding a column that still holds offers keeps it visible until they have moved on, so nothing disappears.
Can I see which quotes customers have not opened?
Yes. A card in the Quote sent column shows when the quote went out and whether the customer has opened it. That makes it easy to pick out the ones worth a phone call. You can also send a follow-up email automatically.
Who in my team can see the pipeline?
You decide. Each board is its own permission, so you can give the sales team both, the office one and the crew neither. See permissions and reports.
Works with the rest of Hubber
Often used by: Removals House clearance Electricians Landscaping and gardening
- Leads and enquiriesWebsite forms, phone leads and lead providers land in one inbox to chase.
- SurveysSurvey on site or by video and turn the answers into a quote.
- QuotesPrice from your price book; customers approve and sign online.
- Permissions and reportsDecide what each role sees, and report on how the business is doing.
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