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jobwin

The platform

CRM software for UK small businesses, on one record

Every enquiry, lead, quote, customer and case on one record, from the first phone call to the customer you keep. Capture it, decide on it and give it a next action; work it across the board to won or lost; then look after the customer, with the forecast and the reports building themselves as you go.
Book a demoSee how it works
app.jobwin.cloud
The jobwin Home screen for a sample electrical and heating firm: two leads waiting to be qualified, pipeline value, follow-ups to chase today, won this month and the forecast, then what to do today, open cases and the Telesales card.

One record

Twelve modules around one record

Nothing is typed twice. An enquiry becomes a lead, a lead becomes a card on the board, and a win becomes a customer with its history.

01Capture

02Win

03Keep

Hover or focus a module to see what it feeds.

Capture

New enquiry

A new enquiry lands in Leads with a first next action, and links to the customer if their number or email is already on file.

  • Leads
  • To-do
New enquiry

Modules

What is in jobwin today

Grouped the way the work is grouped, under the names the app uses. A module marked Add-on is not part of the plan.

Win

Work every lead to won or lost

A pipeline board in your own stages, warnings when a lead goes quiet, a reason for every loss and a forecast you can trust.

Calendar

The calls booked through jobwin, by day, with the lead or customer each one belongs to.

Keep

Look after the customers you won

One record per customer with its whole history, cases that get owned and resolved, and the files the team keeps asking for.

Contacts

Suppliers, partners and the people who refer work. Kept out of the pipeline, the forecast and won revenue.

Documents

The price list, the standard contract, the onboarding pack: one library everyone can open.

Guarantees

True on every screen of the product

Each organisation walled off

Database rules on every table keep your records to your organisation.

Five roles

Owner to Read-only. A read-only user’s changes are rejected by the database.

An activity log

Every record opened, changed, imported or exported, kept six months.

Your data out

CSV and Excel exports, report workbooks and a full backup.

On any phone

A phone layout with four tabs and an add button, in the browser.

£65 a month for the first 3 people, then £25 a licence, ex VAT: see pricing.

Take the tour

Two minutes, five screens

Five real screens from jobwin’s sample workspace: an electrical and heating firm with a few weeks of enquiries.

app.jobwin.cloud
The jobwin Home screen for a sample electrical and heating firm: two leads waiting to be qualified, pipeline value, follow-ups to chase today, won this month and the forecast, then what to do today, open cases and the Telesales card.

01 / 05 · Start on Home

Then 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.

Book a demoHow the demo works
app.jobwin.cloud