Pricing
One plan, priced in the open.
£65 a month covers the first three people. Everyone else needs a licence at £25 a month. Ex VAT, billed monthly, and you can cancel any time.
Capture. Win. Keep.
CRM software for sales teams in job-based businesses.
The CRM that turns enquiries into jobs – and jobs into repeat business.
Sales teams win more work with jobwin.
£65 a month for the first 3 people, ex VAT. The 14-day trial needs no card.
Capture. Win. Keep.
Three jobs, one record
Every part of jobwin writes to the same record, so the enquiry you take on the phone is the lead you chase, the card on the board, the line in the forecast and, when you win, the customer you keep.
Capture
Get it down while they are still on the phone: a name, a number and what they need, then a decision and one next action, so no enquiry lives on a sticky note.
- New enquiryA name, a number and what they need. Everything else can wait until the call is over.
- LeadsNew leads wait for a decision: qualify into the pipeline, or park as not interested with a date to try again.
- To-doEvery open lead carries one next action with a date, and they all queue up here: Overdue, Today, Tomorrow, This week, Later.
- TelesalesAdd-onA dial queue that suggests the next call, outcomes in one tap, scripts, call review and training. Interested prospects become leads.
app.jobwin.cloud
Not an automation platform you have to configure
- Under 15 secondsTo get a new enquiry down
- One next actionOn every open lead, with a date
- Stale after 7 daysQuiet leads flagged, and you set when
- A reason for every lossLost needs a reason before it saves
- Weighted forecastValue times likelihood, month by month
- Five rolesOwner to Read-only, checked by the database
One enquiry, end to end
From a phone call on a job to a customer record
One rewire enquiry at an electrical and heating firm, followed through jobwin. Every screen is the product, running on its sample workspace.
01
Step 1
A homeowner rings about a full rewire while you are on another job.
New enquiry on the phone: her name, her number and “rewire 3-bed semi”. That is all it needs. Company, address and source can wait, and if her number is already on file the enquiry links to her customer record by itself.
02
Step 2
Back at the van, you decide whether it is worth chasing.
The enquiry waits in New leads until someone qualifies it into the pipeline, or parks it as not interested with a date to try again. Nothing joins the forecast until it has been looked at.
03
Step 3
Every lead carries one next action, and To-do lists them all.
Make first contact, book the site visit, chase the quote. Ticking one off asks what is next, so a lead never sits with nothing planned. To-do sorts them into Overdue, Today, Tomorrow, This week and Later.
04
Step 4
The quote goes out and the card moves to Quote sent.
Drag it along the board. Each stage carries a starting likelihood, so the value in play and the forecast move with it, and the Quote sent entry on the lead keeps your quote reference and amount.
05
Step 5
It goes quiet for nine days, and the lead says so.
After seven days without activity a lead is flagged stale, after fourteen critical; both thresholds are yours to change. The lead shows its next action as overdue and the call to make.
06
Step 6
She says yes. Mark it won and the customer is already there.
Won asks you to confirm, then creates the customer record, or links the one that matches her phone or email, with the whole history carried across. No retyping, no duplicate.
Won, lost or coming back
Every lead ends won or lost, never forgotten
A lead cannot be marked lost without a reason, so you find out why you lose. Lost for timing, it can come back as a reminder in two, four or eight weeks. Won, it becomes a customer record with its whole history.
A reason before it saves
Some come back by themselves
Lost for timing, the lead waits in To-do under Come back to, with a Re-open button on the day.
Nothing marked yet. Pick a reason and mark it lost.
Sample data
Won makes the customer
Mark it won and jobwin creates the customer record, or links the one that matches the phone or email, with every call, note and visit carried across. No retyping, no duplicate.
Getting started
Off the spreadsheet, not into an implementation project
Import, invite, win your first lead
Bring your customers and leads in from a CSV: match the columns, check it, and duplicates are skipped by phone and email. Invite the team with the role that fits, rename the six starting stages if they do not match how you sell, and log the next enquiry that rings in.
app.jobwin.cloud
Why teams switch
Five things a spreadsheet makes you live with
Most teams come to jobwin from a spreadsheet, a shared inbox and someone’s memory. This is what changes on day one, for a price that is on the pricing page.
What mattersjobwinA spreadsheet
When the phone ringsA name, a number and what they need, in under 15 seconds.A note on the pad, typed up later, if someone remembers.
What happens nextOne next action on every lead, listed by day in To-do.Whoever took the call keeps it in their head.
Leads going quietFlagged stale after 7 days, critical after 14.Found months later, already gone elsewhere.
Why you loseA reason on every lost lead, and a reminder to come back to some.Nobody knows, so nothing changes.
When you winThe customer record is created for you, with the history.Copied into another sheet, with a typo.
How many people will use it?
The plan
Everything in jobwin for the first three people: leads, pipeline, forecast, customers, cases and reports.
£65
per month, with 3 admin licences
Ex VAT. Billed monthly, cancel any time.
Features
The plan includes:
- New enquiry, Leads and To-do
- Pipeline in your own stages
- Lead rot warnings and lost reasons
- Forecast, Performance and Reports
- Customers, Cases, Contacts and Documents
- CSV import and exports
Your team
For 10 people
The plan, plus a licence for each manager and team member beyond the first three.
£240
per month for 10 people: the plan and 7 licences at £25
Ex VAT. Add or remove licences as the team changes.
Features
Every licence gets:
- The whole product, on any device
- A role: Manager, Team member or Read-only
- Their own leads, To-do and targets
- Teams, for managers who run one
Telesales add-on
Add-on
The dial queue, scripts, call review and training, for teams that ring prospect lists.
On the demo
with ten telesales licences
Priced on the demo, on top of the plan.
Features
The add-on adds:
- Dial queue with the next call suggested
- Six outcomes, logged in one tap
- Follow-ups at 2 days, 2 weeks, 2 months
- Scripts, call review and training
- Interested calls become leads
Every licence
CSV and Excel exports, and a full backupFive roles, checked by the databaseAn activity log for owners and adminsA phone layout, in the browserNo call needed:Start free trial (opens in new tab)
14-day free trial. A card is optional, and never charged during the trial.
Industries
Built for businesses that quote before they win
One CRM, shown on the work each trade actually chases. Pick yours.
Security and your data
Your customer records stay yours
Each organisation walled off
Database rules on every table: your queries only ever return your organisation’s rows.
Five roles
Owner, Admin, Manager, Team member and Read-only. A read-only user’s changes are rejected by the database.
An activity log
Every record opened, every change, import and export, kept six months. Nobody can edit it.
Your data out, any time
CSV and Excel exports, report workbooks and a full backup. No lock-in.
jobwin
Capture. Win. Keep.
The CRM that wins you work, for UK businesses that sell from the van, the showroom and the phone.
The jobmate family
Win the work. Deliver it. Stay compliant.
jobwin is one of three products from the same team. Use it on its own, or with the other two as the business grows.
FAQ
Frequently asked questions
Straight answers, including the ones that are not yet a yes.
£65 a month for the plan, which includes three admin licences. Every other person needs a licence at £25 a month. Prices are ex VAT and billed monthly, and you can cancel at any time. Telesales is an add-on with ten telesales licences, priced on the demo.
See it with your own leads in mind.
A walkthrough of jobwin with someone who knows the product, and straight answers about what it does not do yet.
app.jobwin.cloud
