Never lose a lead to a missed follow-up
The Friendly8 sales pipeline shows every deal by stage, with a reminder for the next step.
Why do good leads go cold?
A customer calls about a job, you promise a price, and then the week happens. Two weeks later they've hired whoever called back first, and you're left wondering which other leads slipped. You earned that lead with good work, and one missed follow-up lost it.
What changes with Friendly8
Every deal in view
Each job sits in its stage column with its value, under the pipeline's total.
A date on every next step
Follow-ups you set show up in your Work Queue on the day they're due.
Late follow-ups on top
A follow-up you didn't get to moves to Overdue, at the top of your Work Queue.
How does the Friendly8 sales pipeline work?
Friendly8 keeps the lead, the quote, and the invoice on one CRM record, so a contractor never loses a job to a missed follow-up or a slow estimate.
Put the job on the board
When a customer calls, add the job as a deal with a title, a value and a stage. It appears in that column on your board, and you drag it along as the job moves forward.
Set the next step before you hang up
On the customer's record, add a task like "Call back about the quote" and pick a due date: Tomorrow, 3 Working Days, One week or a date of your own.
Start each day with your Work Queue
The Work Queue lists what's overdue, what's due today and what's coming up. Tick a task off when it's done.
Watch the sales pipeline in action
From a phone call to a deal with a follow-up date, in under a minute.
Get started in 3 steps
- Sign up free at app.friendly8.com. No credit card needed.
- Add your open jobs as deals on the Sales Pipeline board.
- Give each deal a follow-up task with a due date.
Frequently asked questions
How do I stop losing leads from missed follow-ups?
Give every lead a next step with a date, and check one list each morning. In Friendly8, each job is a deal on your sales pipeline and each follow-up is a task with a due date. The Work Queue shows what's overdue and what's due today.
Can AI set my follow-up reminders for me?
Yes. Type one sentence to the Friendly8 AI assistant, such as "remind me to call Van Dijk Bakery on Friday about the quote". It creates the task on that customer, so it lands in your Work Queue.
What is a sales pipeline for a small business?
A sales pipeline is a board with a column per step, from first enquiry to won or lost. Friendly8's pipeline comes with five stages: Qualified, Proposal, Negotiation, Closed Won and Closed Lost. You can rename them. The board shows the total value of your open deals and a weighted value based on each stage's chance of winning.
What is the cheapest CRM with a sales pipeline?
Friendly8 has a free plan with one sales pipeline and up to 10 deals, so you can try it at no cost. Paid plans cost €19 (Growth) or €49 (Scale) per user per month and raise those limits. Your customers, pipeline, quotes and task boards sit in one subscription. It's a lighter, cheaper alternative to HubSpot or Salesforce for a small service business.
Give every lead a next step
Put your open jobs on the board today and see who to call tomorrow. No credit card needed.
