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jobwin

Win

A pipeline CRM you will actually keep up to date

Every open lead on one board, by stage, with the quiet ones flagged.

Drag a card from New enquiry to Won as the job moves. Each stage carries a likelihood, so the value in play and the forecast move with the card. Leads that nobody has touched are flagged before they go cold, a lost lead needs a reason, and a won one becomes a customer record.
Book a demoSee how it works
  • Six starting stages, yours to rename
  • Drag and drop on desktop, swipe on a phone
  • Stale after 7 days, critical after 14
  • A reason for every lost lead
  • Won creates the customer record
app.jobwin.cloud
The jobwin pipeline board with columns for New enquiry, Contacted, Site visit and Quote sent, each card showing its value, likelihood and days since the last activity.

The problem, then the record

Three things a sales spreadsheet cannot tell you

  1. 01On a spreadsheet

    Which quotes have gone quiet. The row looks the same on day two as it does on day twenty.

    With jobwin

    Every card shows the days since anyone touched it. After 7 it is flagged stale, after 14 critical, and the Stale leads view lists them.

  2. 02On a spreadsheet

    Why you lose. The row turns red, or is deleted, and the reason goes with it.

    With jobwin

    Mark as lost asks for the reason before it saves: price, a competitor, timing, no response, out of area, a change of mind, not a fit, or what happened.

  3. 03On a spreadsheet

    Who the customer is once you win. Their details get typed into another sheet, if anyone remembers.

    With jobwin

    Mark as won creates the customer record, or links the one that matches the phone or email, and carries the history across.

The board

Six stages to start, in your words

New enquiry, Contacted, Site visit, Quote sent, Negotiating and Won. Each starts with a likelihood (15%, 30%, 50%, 65% and 80%, then Won at 100%) that sets the card’s weighted value. Rename, recolour, reorder, add or remove stages in System settings; Won always stays.

  • Drag a card alongOn a desktop, drag between columns; on a phone, swipe between stages or use Move to.
  • Filter by owner, source or tagAnd see the count and value in play for what is left.
  • Quote sent, with the referenceLog the quote on the lead with your reference and amount; it shows on the card.
app.jobwin.cloud
The pipeline board
Every open lead by stage, with its value, likelihood and days since anyone touched it.

Lead rot

Quiet leads flagged before they go cold

A lead in the pipeline with no activity for 7 days is flagged stale, and at 14 days critical. Both are settings: choose 3, 5, 7, 10, 14, 21 or 30 days. The card shows a coloured bar and the day count, and Home lists the leads that need a nudge, including quotes that have been quiet for four days or more.

  • On every cardThe bar and the count say how long since anyone touched it.
  • Stale leads viewEvery lead past the line, in one list, to work through.
  • Quotes >7 daysA saved view of quotes that have been out for over a week.
app.jobwin.cloud
A lead at Quote sent, nine days since the last activity, with its next action overdue
A lead nine days quiet: the next action shows overdue, and the call to make.

Won and lost

Every lead ends with a reason or a customer

Lost asks for the main reason, and “Other” asks what happened. Lost for “Timing, not now”, it can come back as a reminder in 2, 4 or 8 weeks. Won asks you to confirm, then creates or links the customer record, and doing it twice never makes a duplicate.

  • Why we lostThe reasons add up on the Performance screen.
  • Come back toTiming losses wait in To-do with a Re-open button.
  • One customer, one recordMatched by phone or email, so a repeat customer is not entered twice.
app.jobwin.cloud
The Mark as lost dialog listing the reasons: Price too high, Went with competitor, Timing, not now, No response after chase, Out of our area, Customer changed mind, Not a fit, Other
Mark as lost stays greyed out until a reason is chosen.

Connected to

Where this record goes next

Every part of jobwin writes to the same record, so what happens here shows up in these.

Honest limits

The pipeline, precisely

The stages are yours to change: six to start, renamed, recoloured, reordered, added to or removed in System settings. Won is a system stage and stays.

jobwin tracks the quote: the Quote sent stage, a Quote sent entry with your reference and amount, and the Quotes >7 days view. It does not write the quote; branded quotes and PDFs are on the roadmap.

Winning a lead creates or links the customer record. It does not create jobs or invoices.

FAQ

Frequently asked questions

Straight answers about the jobwin pipeline.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

A CRM built around a board of stages, so you can see every open lead, where it is and what it is worth. In jobwin each card carries its value and its likelihood to close, and the board shows the total in play.

See your pipeline the way jobwin shows it.

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