For local service businesses

Every enquiry,
followed through to a paid invoice.

Q: Can customers call or text us through SalesShift?

Not yet — Calls & SMS are coming soon. Today SalesShift handles email, forms, conversations, quotes, signatures and invoices, so keep your phone line as it is.

Q: Can customers pay an invoice by card online?

Not through SalesShift today. Invoices go out as a PDF and a private link, and you record each payment — full or partial — as it arrives, so the outstanding balance is always current.

Q: Is there a free trial?

Yes. A 7-day trial of Starter, with no credit card: 5,000 emails, 1,000 prospect reveals, 500 AI credits and 3 mailboxes, with unlimited users. When it ends, sending pauses until you choose a plan — nothing is deleted. Starter is then $14 per user per month.

Capture the form on the website you already have, answer from one inbox, quote from your own price list, and get the job signed and paid — without a CRM consultant.

Start 7-day free trial See pricing

7-day trialNo credit cardFrom $14 per user/month

One recordLocal service businesses

01CaptureForms
02RespondForm → workflow
03QuoteProduct catalogue
04SignE-sign contracts
05Get paidInvoices
06GrowRecipes

First touchPaid invoice

Pain → workflow

6 steps, one record, nothing re-keyed

Each step is a screen in SalesShift, not an integration. What one step produces is what the next one uses.

01Capture
Today
“Enquiries arrive through the website form and nobody owns them.”
In SalesShift
Add the capture snippet to the form you already have, or build a new one and embed it or share its link. Submissions are reviewed for spam and counted per day and per source.
- Forms
- Capture an existing form
- Hosted landing pages
02Respond
Today
“By the time someone replies, the customer has booked somebody else.”
In SalesShift
A form submission can start a workflow — create a task for the owner, send a reply, add a tag. Every email with the customer sits in one conversation.
- Form → workflow
- Tasks
- Conversations
03Quote
Today
“Every quote is retyped from the last one.”
In SalesShift
Keep your services and prices in a product catalogue and build quotes from it. Approve before it goes out; the customer opens it from a private link.
- Product catalogue
- Quotes
- Quote approvals
04Sign
Today
“Jobs start on a verbal yes, then the scope gets argued about.”
In SalesShift
The customer accepts the quote or the contract by e-signature. The audit trail records IP, consent and a SHA-256 of exactly what was signed.
- E-sign contracts
- Audit trail
05Get paid
Today
“Deposits and part-payments are tracked on paper.”
In SalesShift
Invoice straight from the accepted quote, send the PDF with your letterhead, and record deposits and part-payments until the balance clears. Overdue is worked out from the due date.
- Invoices
- Partial payments
- Invoice PDF
06Grow
Today
“Past customers never hear from us again.”
In SalesShift
Recipes run guided campaigns: re-engage contacts you have not emailed in 60 days, email a saved list, or — in the US and Canada — email new leads in your city from the prospect pool.
- Recipes
- Campaigns
- Template library

The argument

Why it is different for local service businesses

A local service business does not need a sales team's tooling. It needs every enquiry answered, every quote followed up and every job invoiced. The leaks are small and constant — a form nobody checked, a quote that went quiet, a deposit recorded nowhere — and one record from enquiry to payment closes them.

Speed to the first reply decides the job

Someone who fills in a form is usually filling in two or three. The business that answers first, with a real answer, tends to get the visit.

That is a routing problem, not a staffing one: every submission needs an owner and a task the moment it arrives.

Quotes go quiet, not cold

Most lost jobs were never declined. The quote went out, nobody followed up, and the customer drifted.

When the quote, the conversation and the follow-up task sit on one record, the quiet ones are visible instead of forgotten.

Cash is the last step, so it leaks most

Deposits, part-payments and final invoices tracked in different places are how money goes uncollected.

Invoicing from the accepted quote and recording each payment against the balance leaves one number per customer: what is still owed.

What it replaces

Fewer tools, one login, one bill

These are categories of tool, not products. Each one is a job that already lives in the workspace.

Web forms
Shared inbox
CRM
Quotes
E-signature
Invoicing
Email marketing
Automation

SalesShiftone record

One record follows the deal from first touch to paid invoice.

FAQ

Common questions

Do I have to rebuild my website form?

No. Add the capture snippet to the form you already have and an install check confirms it is recording. Or build a new form with the drag-and-drop builder and use its hosted link or embed code.

Can customers call or text us through SalesShift?

Can customers pay an invoice by card online?

Is there a free trial?

Go deeper

The mechanics behind this page

Why cold email goes to spam, and the order to fix itAuthentication, list quality, complaints, sending pattern, content: the five causes of filtered cold email, ranked by how much of the problem each one is.Mailbox ramp and rotation: caps, weights and auto-pauseSpreading outbound across several mailboxes: the rotation rule, the ramp schedule, per-mailbox caps, health scoring, and the thresholds that pause a mailbox.

Terms used on this page

Other kinds of team

Every enquiry, followed through to a paid invoice.

Prospect data, sending and the infrastructure underneath are included. One record from first touch to paid invoice.

Start 7-day free trial See pricing

7-day trialNo credit cardFrom $14 per user/month