Sales Pass CRM

Every inquiry in one place, with follow-up that doesn’t slip

We set up Sales Pass CRM around how your team actually sells: where leads come from, who handles them, and what happens next. Inquiries and follow-up stop living in scattered inboxes, texts, and notebooks.

Inside Sales Pass CRM

Your pipeline, conversations, calendars, and follow-up in one dashboard.

Sales Pass CRM dashboard with opportunity status, pipeline value, conversion rate, and a marketing pipeline funnel
An example dashboard. Pipeline stages and reports are set up around how your business works.

Who it’s for

  • Teams juggling leads across email, texts, voicemail, and spreadsheets
  • Owners who can’t easily see which estimates are still open
  • Businesses that hand leads between office staff, sales, and field crews
  • Companies that want consistent follow-up on every inquiry

Signs it’s time

  • Leads get missed or answered late
  • Nobody is sure which quotes are still waiting on a decision
  • Follow-up happens only when someone remembers
  • Customer details live in several different places

What’s included

The exact scope is agreed with you before work starts. Typical deliverables include:

  • Lead capture in one place

    Website forms and other supported sources create contacts in Sales Pass CRM automatically.

  • A pipeline that matches your process

    Stages that reflect how you sell, from new inquiry to won or lost work, so you can see what’s open.

  • Handoffs and notifications

    The right person is notified when a lead arrives or moves to a new stage.

  • Follow-up workflows

    Reminders, tasks, and email or text follow-ups for new inquiries and open estimates, using messages you approve.

  • Booking calendars

    Online scheduling connected to the CRM, so booked appointments appear with the contact’s history.

  • Connections to tools you use

    Where supported, we connect your website and other systems. We confirm compatibility before promising an integration.

Example: from web form to booked estimate

This is an example of a workflow we can configure. The steps are adjusted to match your process.

  1. A homeowner submits an estimate request on your website.
  2. Sales Pass CRM creates the contact and adds the request to your pipeline.
  3. Your estimator is notified with the request details.
  4. If nobody has reached out after a set time, a reminder task is created.
  5. After the estimate, the opportunity moves through your stages, with follow-ups scheduled until it’s won or closed.

Text messages require your contacts’ consent and carrier registration. We’ll explain what’s needed during setup.

Related work

Signature Concrete’s website inquiries go straight into its Sales Pass CRM pipeline.

Scope and limits

What to expect, stated plainly.

  • Sales Pass CRM is built on an established CRM platform that we configure and support for each client.
  • Not every outside system can be connected. We’ll confirm what’s possible before it’s part of the scope.
  • Automated messages use wording you approve and follow your contacts’ communication preferences.

Questions about Sales Pass CRM

Is Sales Pass CRM your own software?

Sales Pass CRM is built on an established CRM platform. We set it up for your business, connect it to your website and tools where supported, and help your team use it.

Can we keep using our current tools?

Often. We’ll look at what you use today and connect what we can. If a tool can’t be connected reliably, we’ll tell you before you commit.

Do we need a new website to use the CRM?

No. Sales Pass CRM can work with your current website as long as we can connect your forms or add a booking or inquiry form.

Can our team use it away from the office?

Yes. Sales Pass CRM works in a web browser and in a mobile app, so your team can check new leads and tasks from the field.

Talk through your project

Book a consultation to talk through what you need, whether that’s a website refresh, better search visibility, a CRM setup, or automation. We’ll look at your goals and current setup and suggest a sensible next step.