Enquiries and clients
Contacts, address, source and deal stage in one record. Possible duplicates are flagged.
Auri / Services / CRM for service companies
CRM for service companies
CRM for service businesses with custom estimates
For teams that cannot quote from a fixed price list: renovation, installation, finishing work and made-to-order furniture. Enquiries, estimates, versions, documents and messages live in one client record.
We shape it around your price list, documents and team. A phone number is enough to start.
Where service companies lose time and money
Choose a problem to see how the system could address it.
Each client change sends the estimate back to a spreadsheet
Work, materials and installation sit in different files. When the scope changes, it is hard to explain the new total.
01 of 08
Create a module
The manager adds a calculation block for this client, from a template or from scratch.
Client record · Anna NowakDemo interface
Lead recordEstimatorFinanceVersionsDocumentsMessagesHistoryCatalogue
Project modules01 / 08
Demolition and preparationexisting module2,950 zł
Electrical workexisting module4,320 zł
Tiles and finishingnew module+ Added
Each module has its own name, VAT rate and room.
A project is made of clear parts, not one huge file.
01 / 08Create a module
The working parts a service company needs in one system
Estimates and versions
Module-based estimates from your price list. Every revision has a version and visible differences.
Documents
A proposal, detailed estimate, change report and contract based on the approved version.
Finance and purchasing
Cost, net price and VAT by module, plus a purchasing list derived from the estimate.
Messages and history
Client conversations in the record, plus a log of who changed what and when.
AI assistant
Draft descriptions and explanations from your figures. A manager edits and sends them.
For teams that price each job individually
- Excel estimates are fragile
- Clients often change the scope
- Proposals and contracts are prepared by hand
- Enquiries live on managers’ phones
Home renovationCustom kitchens and furnitureFinishing workWindow and door installationBuilding systems
From first conversation to launch
Demo
We show a concept using a situation close to yours and learn how your team estimates work today.
Agree the plan
We define features, stages and an initial cost range before development begins.
Configure and build
We add your price list, document templates and team roles, with regular progress reviews.
Launch and support
We train the team, monitor the rollout and evolve the system as needs change.
Let us show it using your real workflow
Leave your phone number. We will arrange a demo and talk through how the system could fit your process.
- Only a phone number is required
- Tell us about a typical estimate or contract
- No finished technical specification needed