JBCRM

JBCRM is the sales CRM built for teams that live in the field. Capture leads, stay on top of every follow-up, and keep your whole pipeline moving from your phone.

Refreshed from the ground up by JB Soft System, JBCRM strips away the clutter of heavyweight CRMs and gives sales reps and managers exactly what they need: a fast way to log leads, a clear list of who to call today, and a dashboard that shows where the pipeline really stands.

WHY TEAMS CHOOSE JBCRM

Lead management that keeps up with you Add a lead in seconds and track it through Active, Inactive, and Draft stages. Search across your whole book of business, tap to call, and see every lead's status at a glance.

Follow-ups you will actually complete JBCRM turns your pipeline into a simple daily worklist. See what is due today, what is overdue, and what is coming up. Overdue follow-ups are flagged so nothing slips through the cracks.

A dashboard built for decisions Open the app and instantly see your own due and overdue counts alongside your team's. Managers get a live view of team workload; reps get a focused list of their own work.

Your contacts, connected Sync device contacts so you can reach leads without retyping numbers. One tap to call straight from a lead.

Built for the whole team Personal and team views keep individual reps focused while giving managers the full picture across the pipeline.

KEY FEATURES

• Fast lead capture with status tracking (Active, Inactive, Draft)
• Daily follow-up worklist with due, overdue, and upcoming views
• Personal and team dashboards with live KPI tiles
• One-tap calling from any lead
• Full-text search across leads
• Contact sync
• Secure login with password management
• Clean, modern interface that works on any screen

WHO IT IS FOR Field sales teams, inside sales reps, sales managers, and any business that runs on leads and follow-ups.

JBCRM is a product of JB Soft System. Questions or feedback? Reach us through the support link below.