Your Entire Sales Pipeline, All-in-One CRM
Easily track leads, quotes, and customer activity from first inquiry to final invoice. Get full visibility into your pipeline, boost follow-ups, and keep deals moving forward with a CRM built for growing service businesses.
Know Every Client, Every Detail
Get a complete 360-degree view of every client. Instantly access contact information, property details, work history, notes, and outstanding balances—all from one organized profile. Everything your team needs to deliver faster, more personalized service.
Centralized client and property history in seconds
View quotes, jobs, invoices, and payments all in one place
Deliver faster, more confident customer support
Manage Every Service Location with Ease
Keep complete records for every property you service. Track job history, equipment, site notes, and past work so your team always knows exactly what to expect before they arrive.
Maintain detailed profiles for every residential or commercial property
Store site notes, photos, and equipment details for future visits
Ensure technicians arrive prepared with accurate site information
Capture, Track, and Convert Every Lead
Turn inquiries—and existing customers—into ongoing revenue. Automatically track new leads, repeat customer requests, and upsell opportunities in one organized sales pipeline. Ensure your team follows up quickly and converts more work from your loyal customer base.
Track new leads and returning customers in one simple pipeline
Keep every lead organized by stage—from new to returning
Increase win rates with fast, automated reminders and follow-ups
Empower Customers with a Professional Self-Service Client Hub
Give your clients a seamless, modern, and fully white-labeled experience. The Client Hub lets them request new work, review quotes, approve jobs, and make payments—while keeping your brand front and center at every step.
Offer a polished, branded portal for every client
Let customers approve quotes, view job updates, and pay online
Reduce admin work with always-available self-service tools
Ready to Transform Your Business’s Financial Future?
Reports are Powered by Your Daily Operations
See more than sales. WIZniche shows finances, operations, and team performance in one 360° view.
Job Management
Track the work that fuels your reports.
Fast Invoicing
Generate the financial data you need to analyze.
Team Management
Manage the team whose performance you track.