Question 1

What is a CRM system?

Accepted Answer

CRM stands for customer relationship management. A CRM system keeps every enquiry, lead and customer in one shared place, with what has happened and what needs to happen next, so nothing depends on one person’s memory or a spreadsheet only they understand. jobwin is a CRM for UK trade and service businesses: enquiries, a sales pipeline, customer records and cases, a forecast and reports.

Question 2

Does a small business need a CRM?

Accepted Answer

If enquiries come in by phone, email and the website, quotes go out and need chasing, and more than one person deals with customers, then work is being lost somewhere between them. A CRM is the shared list that stops that. jobwin is built for teams of three to thirty, most of them coming from a spreadsheet and a shared inbox.

Question 3

Is a CRM hard to set up?

Accepted Answer

It should not be. jobwin needs three things to log an enquiry, gives every lead one next action, and walks a new organisation through four steps: add your first enquiry, add or import your customers, invite your team, and win a lead to see the customer record appear.

Question 4

How do we move from a spreadsheet to a CRM?

Accepted Answer

Save the spreadsheet as CSV and import it: match its columns to jobwin’s fields, check the preview, and duplicates are skipped by phone number and email. Customers, leads and contacts can all be imported, and imported leads arrive as New leads to be qualified.

Question 5

What does jobwin cost, and is VAT included?

Accepted Answer

£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.

Question 6

How long does it take to set up?

Accepted Answer

The app walks a new organisation through four steps: add your first enquiry, add or import your customers, invite your team and set their roles, and win a lead to watch the customer record appear. The pipeline starts with six stages you can rename, and CSV import maps your spreadsheet’s columns and skips duplicates.

Question 7

Is our data safe, and where is it held?

Accepted Answer

Every table has database rules that keep each organisation’s records to itself, and a read-only user’s changes are rejected by the database, not just hidden in the app. Owners and admins get an activity log of every record opened, changed, imported or exported, kept for six months. The database is hosted in the EU, in the Ireland region.

Question 8

What if it does not work out for us?

Accepted Answer

Start with the 14-day free trial: a card is optional and never charged during the trial. After that it is billed monthly and you can cancel any time. Your data exports to CSV and Excel, with a full backup, so nothing you put in is locked in.

Question 9

How is it different from the big CRMs?

Accepted Answer

It is built for how a trade or service business sells: an enquiry, a site visit, a quote, a chase and a yes. There is no automation to configure. Every lead has one next action, quiet leads are flagged, losses need a reason, and a win creates the customer record. Bring the CRM you are weighing it against to the demo and we will compare them honestly.

Question 10

Will the team actually use it?

Accepted Answer

Getting an enquiry down takes a name, a number and what they need. Each person’s To-do shows what to do today, the phone layout has four tabs and an add button, and press / to search from anywhere. Owners and admins can view the app as any teammate to see exactly what they see.

Question 11

Can it write our quotes?

Accepted Answer

Not yet. jobwin tracks the quote rather than writing it: the Quote sent stage, a Quote sent entry on the lead with your reference and amount, and a “Quotes >7 days” view so none go quiet. Branded quotes and PDFs are on the roadmap.

Question 12

Does it work with Outlook or Gmail?

Accepted Answer

You email from your own mail app and jobwin logs it on the lead or customer. Syncing a mailbox and calendar with Microsoft 365 and Gmail is on the roadmap, so ask on the demo where it has got to.

Question 13

Can we bring our spreadsheet?

Accepted Answer

Yes. Import from CSV: paste or upload the file, match its columns, then check it before anything is added. Duplicates are found by phone number and email, in the file and against what is already in jobwin. Rows that share a company become one company with each person as a contact.

Question 14

Is there a phone app?

Accepted Answer

jobwin runs in the browser on any phone, tablet or computer. On a phone it switches to its own layout: Home, To-do, Pipeline and Customers along the bottom, and a plus button for a new enquiry.

What is a CRM system, and is jobwin the right one?

Questions, answered

See it with your own leads in mind.

What is a CRM system, and is jobwin the right one?What is a CRM system, and is jobwin the right one?

Questions, answeredQuestions, answered

01What is a CRM system?

02Does a small business need a CRM?

03Is a CRM hard to set up?

04How do we move from a spreadsheet to a CRM?

05What does jobwin cost, and is VAT included?

06How long does it take to set up?

07Is our data safe, and where is it held?

08What if it does not work out for us?

09How is it different from the big CRMs?

10Will the team actually use it?

11Can it write our quotes?

12Does it work with Outlook or Gmail?

13Can we bring our spreadsheet?

14Is there a phone app?

See it with your own leads in mind.See it with your own leads in mind.

What is a CRM system, and is jobwin the right one?

Questions, answered

See it with your own leads in mind.