CRM for project-based companies and job orders
From quote to delivery, with customer history always at hand.
Project-based businesses need customer, quote, activities and support on the same thread. Salesteer fits studios, service firms and companies that sell projects.
Ordered quotes and opportunities
Build pipelines by project type, generate quotes and track every deal status. Fewer proposals lost in email folders.
Execution and workload
Tasks, procedures and calendar help orchestrate kickoffs and milestones. Time reports link hours and costs to the customer or job.
After-sales and tickets
After go-live, tickets stay on the customer record: warranties, maintenance and change requests no longer get lost.
Documents and collaboration
Documents and activities stay in customer context, useful when sales, PMs and technicians collaborate on the same job.
Frequently asked questions
Does Salesteer replace project management software?
For many project SMEs it covers pipeline, tasks and time reports. For advanced Gantt charts you can keep a dedicated tool and store the customer relationship in the CRM.
Can I manage multiple sites or customer groups?
Yes, through records, tags and interest groups to organize your customer base.