Store and organize all your contacts—leads, customers, vendors, and more. Upload avatars, add company info, and keep everything organized by type.
Track and nurture leads through every stage. Assign statuses, set follow-ups, and convert leads to customers with ease.
See a complete timeline of jobs, quotes, invoices, and requests for every contact. Never lose track of your business history.
View and edit all contact details, including company info, social links, and uploaded avatars. Organize contacts by type—lead, customer, vendor, and more.
Manage your sales pipeline by tracking lead status, setting reminders, and converting leads to customers with a single click.
Instantly view all jobs, quotes, invoices, and requests related to any contact. Filter by type and quickly access any record.
You can manage leads, customers, vendors, and any other business relationship. Organize contacts by type and easily filter your list.
The activity timeline shows all jobs, quotes, invoices, and requests related to a contact. You can filter by type and quickly access any record for a complete history.
Yes! You can upload avatars for any contact to personalize your CRM and make profiles easy to recognize.
Absolutely. Your teammates can leave notes and comments on any contact, making it easy to collaborate and keep everyone informed.
A lead is a potential customer who has not yet made a purchase or booked a job. Once a lead is converted (e.g., after a job is completed or a quote is accepted), they become a customer. You can track and convert leads easily in BluePro.