Every lead followed up. Every deal moving.
A simple CRM for service businesses. Leads come in from your website and Facebook, land on one pipeline, and nobody forgets to call back. It sits next to your projects and documents, with the same sign-in and the same team.
Sign in with Google or Microsoft · Import your contacts from a spreadsheet in a minute
- Overdue follow-ups in your 8:00 email
- Deals past their close date, flagged
- Every call and note on the timeline
See every deal and what it’s worth
Drag deals from New lead to Won. The board shows the value in each stage, and the dashboard shows what’s closing this month and what you’ve won.
- Rename, reorder or add stages to match how you sell
- Lost deals keep the reason, so you learn from them
- Values in pesos, dollars and other currencies
One page per client, with the whole history
Details, company, deals, and a timeline of every call, meeting, email and note. Search, tag and export, or bring everyone in from Excel or Google Sheets.
- CSV import that recognizes your columns and skips duplicates
- A warning before you add the same email twice
- Companies created for you as you import
Leads arrive on their own
Every new lead becomes a contact, a deal in your pipeline, and a “reply today” task for the right person.
Website form
Create a form in a minute and paste one line into your website, or share the link in your Instagram bio.
Facebook & Instagram ads
Send Lead Ad sign-ups straight in through Zapier or Make. A direct “Connect Facebook” button is on the way.
Your existing list
Import contacts from a spreadsheet or another CRM. We match the columns and skip people you already have.
Nobody forgets to call back
Daily reminder email
Each morning, one email with your overdue and due-today follow-ups, and deals that need a decision. Nothing on quiet days.
Activities
Calls, meetings, tasks and notes with due dates, grouped into overdue, today and upcoming. Tick them off as you go.
Your whole team
Invite people, set who’s an admin, and assign leads and deals. The same team works in Projects and Documents.
From first inquiry to finished project
Win the client in CRM, run the work in Projects, and keep the contracts and files in Documents. One sign-in, one team, one bill.
CRM
Leads, deals, contacts and follow-ups.
Projects
Tasks, deadlines, team and client updates.
Documents
Files read by AI, filed, approved and tracked.
Tell us what slows your team down
Paperwork piling up, leads slipping through, or a website or app you need built? Send a few lines and we’ll reply within one business day with how we’d handle it.
Or email hello@projectonus-delivered.com.
Stop losing leads to a busy week.
Start your free 14-day trial. Sign in with Google or Microsoft, import your contacts, and put a lead form on your site today.