CRM & Pipeline
Visual pipeline management built for how service businesses actually sell
Chillead's crm & pipeline is included in every plan starting at $49/month with no per-user fees.
Most CRMs were designed for SaaS sales teams sitting at desks. Your business works differently. You close deals over the phone, on job sites, and between dispatch calls. Chillead's CRM is built for that reality - drag-and-drop pipeline stages, automatic contact enrichment, deal tracking tied directly to jobs and invoices, and AI-powered follow-up reminders that make sure nothing falls through the cracks.
What crm & pipeline gives your business
Visual Pipeline Board
Drag and drop deals between custom stages. Build separate pipelines for installs, repairs, maintenance contracts, or any workflow your business runs. Every deal shows value, age, and next action at a glance.
Contact Enrichment & Deduplication
Import contacts via CSV or sync from HouseCall Pro. Chillead automatically detects duplicates using a 3-layer engine (email, phone, company + name match) and lets you merge them with a side-by-side comparison.
AI-Powered Lead Scoring
Every lead gets scored based on engagement signals, call history, response speed, and deal size. Your team sees exactly which leads to prioritize without guessing.
Connected to Every Touchpoint
Every call, text, email, invoice, dispatch event, and note is automatically linked to the contact record. Open a contact and see their full story - no digging through separate tools.
Custom Fields & Tags
Track equipment types, property sizes, contract values, referral sources, or anything your business needs. Custom fields appear everywhere the contact shows up - pipeline cards, search results, mobile app.
Activity Timeline
A chronological feed of every interaction with a contact. Calls, emails, job completions, invoice payments, form submissions - all timestamped and searchable. Your team always has full context.
Get started in four steps
Import Your Contacts
Upload a CSV or sync from HouseCall Pro. Chillead imports contacts, jobs, and notes - then runs deduplication automatically.
Build Your Pipeline
Create custom stages that match your sales process. Drag and drop to reorder. Set automation rules for each stage transition.
Start Closing Deals
Your team moves deals through the pipeline. AI scores leads, automation handles follow-ups, and every interaction is logged automatically.
Convert to Jobs
Turn a won deal into a dispatched job with one click. Customer info, job notes, and pricing carry over automatically.
Pipeline Management That Matches Your Workflow
Service businesses don't follow the same sales cycle as software companies. An HVAC install has different stages than a plumbing emergency. A commercial electrical bid looks nothing like a residential service call.
Chillead lets you create unlimited custom pipelines, each with its own stages, automation rules, and reporting. A typical setup might include a "New Leads" pipeline (inquiry, qualified, estimate sent, follow-up, booked), an "Active Jobs" pipeline (scheduled, in progress, awaiting parts, completed), and a "Maintenance Contracts" pipeline (proposal sent, negotiating, active, renewal due).
Each pipeline card shows the deal value, days in stage, assigned rep, and next scheduled action. Drag a deal to a new stage and automation kicks in - send a confirmation email, notify the assigned tech, or create a follow-up task.
Clean Data, Better Decisions
Dirty CRM data costs service businesses real money. Duplicate contacts mean duplicate marketing spend. Missing phone numbers mean missed follow-ups. Wrong addresses mean wasted truck rolls.
Chillead's 3-layer deduplication engine catches duplicates that other CRMs miss. It checks email matches, phone number matches (with formatting normalization), and fuzzy company + name matching. When duplicates are found, you see a side-by-side comparison and can merge with one click - consolidating all history, notes, jobs, and invoices into a single record.
The result: every rep works from the same clean dataset. Marketing campaigns hit the right people. Reports reflect reality.
A CRM That Works in the Field
Your sales reps aren't sitting at desks all day. They're meeting customers, inspecting job sites, and closing deals from their trucks. Chillead's mobile CRM gives them everything they need on their phone - search contacts, update deal stages, log notes by voice, and create follow-up tasks - all without opening a laptop.
After a site visit, your rep can update the deal stage, attach photos, adjust the estimated value, and schedule a follow-up call - all from the parking lot. The office sees the update in real time.
What the competition cannot match
Jobber, HouseCall Pro, and Workiz don't have real CRM pipelines - your sales process ends up living in spreadsheets or sticky notes. ServiceTitan has a pipeline, but the minimum cost is $245/mo with a $5,000 setup fee. GoHighLevel has a solid CRM but zero dispatch or field service features. Chillead gives you an enterprise-grade CRM that's connected to dispatch, invoicing, and a built-in dialer starting at $49/mo.
Common questions about CRM & Pipeline
Can I customize the CRM pipeline stages?
Yes. Create unlimited custom pipeline stages for different service types - HVAC installs, plumbing repairs, maintenance contracts. Each pipeline has its own stages, automation rules, and reporting dashboard.
Does the CRM integrate with the dialer?
Seamlessly. Click-to-call any contact from the CRM, and the call is automatically logged to their record with AI transcription and extracted action items. No switching between tools.
Can I import contacts from another CRM?
Yes. Chillead supports CSV import and has a built-in HouseCall Pro bidirectional sync. Import contacts, jobs, and notes in under 30 minutes. Deduplication runs automatically after import.
How does lead scoring work?
Chillead's AI scores leads based on engagement signals (calls answered, emails opened), response speed, deal size, and historical conversion data for similar lead profiles. Scores update in real time as new interactions occur.
Is there a mobile CRM app?
Yes. The Chillead mobile app gives sales reps and technicians full CRM access - search contacts, update deals, log notes by voice, attach photos, and create follow-up tasks from anywhere.
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