CRM & Sales Pipeline
CRM for Small Business, Built and Run For You
Stop losing deals you already paid for. Every lead, every call, every quote in one place — set up around how your business actually sells.
You are not short of leads. You are losing track of them.
The quote you meant to follow up on Tuesday. The voicemail with a number you wrote on the back of an invoice. The customer who called twice and had to explain the whole job again the second time. None of that is a lead problem — you already paid for those leads. It is a memory problem, and memory does not scale.
Most small businesses run on some mix of a spreadsheet, a phone's call history, and one person who happens to remember everything. That works right up until it doesn't: someone takes a holiday, two jobs land the same week, or the one person who remembers moves on.
A CRM fixes that by making the business remember instead of the people in it. The catch is that most CRM software hands you an empty database and a training video. We do the opposite — we build it around your business and hand you something that already works.
What a done-for-you CRM system for small business includes
This is a service, not a login. Every item below is set up, configured and maintained by our team.
Unlimited contact database
Every lead, customer and past client in one place. There are no per-contact fees, so growing your list never costs you more — a database that punishes you for succeeding is not much of a database.
Complete activity timeline
Every call, text, email, form fill and appointment is logged automatically against the contact. Anyone on your team can pick up a conversation without asking the customer to start over.
Drag-and-drop sales pipelines
A visual board of your deals. Drag a card from New Lead to Quoted to Won. At a glance you can see exactly where every dollar sits and what is about to go stale.
Multiple pipelines
New sales, renewals and service jobs each get their own board. They are different processes, so forcing them through one pipeline just makes the numbers meaningless.
Custom fields and tags
Track what matters in your trade — roof type, policy renewal date, machine serial number — instead of the fields someone else decided a business needs.
Smart lists and segmentation
Auto-updating lists like "quoted but not closed in 14 days." The list rebuilds itself, so the follow-up work finds you rather than the other way round.
Lead scoring
Leads are ranked by how likely they are to buy, so your team spends the morning on the five worth calling instead of working down the list alphabetically.
Task and reminder assignment
Follow-ups get assigned to a person with a due date. Nothing sits in the gap between "someone should call them" and nobody calling them.
Team permissions and roles
Control who can see and change what. Your installer does not need access to margins, and your bookkeeper does not need to edit deal stages.
Reporting dashboards
Pipeline value, conversion rate by stage, where leads came from, what the team actually did this week, and a revenue forecast that is based on your real close rates.
Mobile app
The full CRM on iOS and Android. Update a deal from the job site or the parking lot, while it is still fresh, instead of trying to reconstruct the day at 7pm.
Data import and migration
We move your existing contacts in for you — spreadsheets, an old system, the notes app, whatever you have been using. You do not spend a weekend on data entry.
Setup, configuration and training
We build the pipeline to match how your business already sells, then train your team on the version we built. This is the part most CRM companies leave to you, and it is the part that decides whether a CRM gets used.
How CRM setup services work here
We learn how you sell
A short call to map your real process — where leads come from, what the stages are, who touches a deal, and where things currently fall over.
We build it
Pipelines, fields, tags, automations and permissions configured around that process. Your existing contacts are imported and de-duplicated.
We train your team
A working session on your data, not a generic demo. Everyone leaves knowing what they are expected to do in it each day.
We keep it running
Changes, new pipelines and new reports are handled by us. When the business changes, the CRM changes with it.
Who this CRM for service business work suits
Contractors and home services
Estimates, scheduled jobs and repeat maintenance customers on separate boards, updated from the van.
Real estate
A CRM for real estate agents that keeps buyers, sellers and past clients on different follow-up clocks.
Professional services
Long sales cycles where the difference between winning and losing is remembering to check back in month four.
Medical and dental practices
New patient enquiries and recall lists, with permissions that keep clinical and front-desk access separate.
Insurance agencies
Renewal dates as first-class data, so the policy conversation starts before the customer starts shopping.
B2B services
Multi-contact deals where three people at the client have to say yes and you need to know which one has not.
Why small businesses run their CRM with eTollfree
It is done for you, not handed to you
Software companies sell you a licence. We build the system, migrate the data, train the team and maintain it. The most common reason a CRM fails is that nobody had time to set it up properly.
One company for your phones and your pipeline
Your calls already run through eTollfree. That means call activity can land against the right contact record automatically, instead of living in a separate system that never quite syncs.
Small-business pricing and no lock-in
No per-contact fees, no enterprise minimum, and no contract that makes leaving expensive. Your data is yours and we will export it for you if you go.
You get a person, not a ticket queue
Call (817) 330-6033 and you reach someone in Fort Worth who knows your account. Enterprise-grade features without the corporate headaches is the whole point.
CRM consultants in Fort Worth and DFW
We are at 777 Main St in downtown Fort Worth, so businesses across DFW can have this set up in person rather than over a screen share. If you would rather we came to you — walked the office, sat with the team that will use it, and built the pipeline on the spot — that is available across Fort Worth, Dallas and the surrounding metro at no extra charge. Everyone else works with us remotely, and the result is the same.
eTollfree, LLC
777 Main St, Fort Worth, TX 76102
(817) 330-6033 ·
[email protected]
Common questions
A sales pipeline is a visual board of every open deal, sorted by how far along it is — New Lead, Quoted, Won, and whatever stages fit your business. It matters because it turns "how are we doing?" into something you can answer by looking, and it shows you which deals are going stale before they die quietly.
The best CRM for small business is the one your team actually uses, which usually means the one that was set up around your real process rather than a generic template. Features matter less than fit. That is why we build yours to match how you sell instead of handing you an empty system.
Start with the stages a real deal passes through in your business, not the ones in a textbook. Most small businesses need four to six. Then define what has to be true for a deal to move to the next stage. We do this with you on a short call and configure it the same week.
It is the ongoing work of keeping the board honest — moving deals along, closing out dead ones, and following up on anything that has sat too long. Automated reminders and smart lists do most of it, which is the difference between a pipeline that reflects reality and one nobody trusts.
Lead management is everything between a lead arriving and it becoming a customer or a clear no: capturing it, responding fast, following up on a schedule, and knowing who is responsible. Most lost deals are lost here rather than at the quote.
Yes, that is included. Send us whatever you have — a spreadsheet, an export from an old system, or a pile of separate lists — and we import, de-duplicate and tidy it before you start. You do not do data entry.
No. The daily job is dragging a card and adding a note, and everything else is automated behind the scenes. When you want something changed, you ask us rather than learning an admin panel.
Works with the rest of your setup
See your pipeline before you commit to anything
Tell us how you sell today and we will show you what your pipeline would look like. If a CRM is not what you actually need, we will say so.
eTollfree, LLC · 777 Main St, Fort Worth, TX 76102 · (817) 330-6033