BAble CRM - Sales & Leads

BAble CRM (by BuildAble) is a powerful Customer Relationship Management and business operations platform built for tradespeople, telesales teams, recruitment agencies, and service businesses of all kinds.

⚡ Built with an offline-first architecture — keep managing clients, tracking jobs, and logging calls even if your internet goes down. Your data syncs automatically the moment your connection returns.

CORE FEATURES

👥 Customer & CRM Management
• Store comprehensive contact details, addresses, and communication history
• View entire customer CRM history, previous jobs, and touchpoints in one place
• Search and filter clients instantly to streamline your outreach
• Maintain clean, organized data profiles for every account

📋 Job Tracking & Workflow
• Create, assign, and track jobs seamlessly from quote to final invoice
• Real-time progress monitoring to ensure no task falls through the cracks
• Allocate tasks to specific team members with clear deadlines
• Pipeline views showing the health of your daily business operations

📞 Call Logging & Reminders
• Log all customer interactions and phone calls with detailed notes
• Set intelligent follow-up reminders so you never miss a lead
• Schedule future touchpoints to nurture customer relationships
• Keep your entire team aligned on the latest conversation history

📅 Integrated CRM Calendar
• Centralized calendar for booking appointments and site visits
• View team availability instantly to avoid double-bookings
• Assign field staff or technicians to specific time slots
• Keep track of daily schedules directly within the application

📄 Invoicing & Billing
• Generate and send professional invoices directly to customers
• Convert approved quotes into active invoices with a single click
• Track payment statuses, outstanding balances, and overdue accounts
• Seamless financial workflow tied directly to customer profiles

📊 Reports & Analytics
• Real-time reporting dashboard for instant business health checks
• Track core revenue metrics, sales performance, and job completions
• Gain insights into customer acquisition and pipeline trends
• Data-driven metrics to help scale your operations smoothly

🔒 Security & Access Control
• Multi-user support with secure, role-based permissions for your team
• Individual access levels to keep sensitive client records protected
• Built on enterprise-grade infrastructure to safeguard your business data
• Automatic cloud sync updates your entire team instantly

DESIGNED FOR

• Tradespeople (electricians, plumbers, builders, cleaners)
• Telesales teams and busy call centres
• Recruitment agencies and service providers
• Healthcare practitioners and clinics
• Freelancers, consultants, and digital agencies
• Any growing small business needing clear customer tracking

SUBSCRIPTION

BldAbl CRM is free to download with full access to all core features. As your team grows, choose a plan that scales with your business:
• Free — Core CRM features for independent operators
• Professional — Full feature set for growing teams
• Enterprise — Multi-location and custom integrations

Billing is managed securely via Stripe or Google.

SUPPORT

Email: support@buildable.cloud
Website: https://crm.buildable.cloud

By downloading BldAbl CRM, you agree to our Terms of Service and Privacy Policy.