A CRM that fits a small business
In most small companies, client data lives in someone's phone and inbox. Hub's CRM keeps leads, clients and the sales pipeline in the same place as your projects and invoices — from first contact to closed deal.
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No lead left behind
When an enquiry arrives from a web form, an email or a call, it lands in Hub as a lead. One look at the pipeline tells you who is waiting for a quote, who needs a call back and which deal is one decision away from closing.
Because the CRM shares a system with projects and invoicing, each client's full history lives in one place: quotes, jobs, invoices and messages. The next quote starts from the last one's data — not from scratch.
What's included
- Leads captured — web form and email enquiries are recorded automatically
- Sales pipeline — from lead to quote to deal — stages visible in the Pipeline view
- Client card — contacts, quotes, projects and invoices under one client
- Follow-up nudges — Hub reminds you when a lead or quote has gone quiet
- History preserved — the whole relationship documented — last year's job is findable
- NPS feedback — customer satisfaction collected automatically after each job
Every feature is part of one plan: see the full Raslak Hub.
The old way vs Hub
| Without a system | Raslak Hub | |
|---|---|---|
| Leads | Sticky notes and inboxes | One pipeline, automatically |
| Client history | Dug out of old emails | Ready on the client card |
| Follow-up | Memory-based | The system reminds you |
| Separate CRM tool | Another subscription and sync | Included in the same system |
What a small business actually needs from a CRM
Most CRM products are built for sales teams with pipelines, forecasts and quota. A service business has a different problem: not managing a sales force, but making sure nothing is dropped between an enquiry and a paid invoice — usually while the owner is on site.
That reduces the requirement to four things:
- Every enquiry lands in one place. Phone, email, web form and word of mouth. An enquiry recorded in one person's memory is an enquiry at risk.
- You can see what is waiting on you. The most valuable view is not a pipeline chart but a list of who is expecting a reply.
- History is attached to the customer. What you did last time, what it cost, what went wrong. This is what makes a repeat customer feel known.
- It connects to the work. A CRM that does not know about the job it produced is a second system to maintain.
The follow-up problem
Most lost work in a small service business is not lost to a competitor. It is lost to silence — a quote sent, no reply, and no follow-up because the week filled up. A single reminder recovers a meaningful share of that, and it costs nothing but the reminder existing.
This is the least glamorous feature in any CRM and reliably the most valuable one for a business under ten people.
Why a separate CRM usually fails here
A standalone CRM means the customer exists in two systems: once as a sales contact and once as a job. They drift apart, and eventually nobody trusts either. In a service business the customer, the quote, the job, the hours and the invoice are one chain — and the chain is the product. Splitting it across tools recreates by hand the very work the software was bought to remove.
See also quotes and the client portal.
Frequently asked questions
Does a small business need a CRM?
If one forgotten enquiry costs you an average deal, yes. In a small business the CRM has one job: make sure no contact ever slips away.
How do leads get into the system?
Website forms feed in automatically; calls and emails are logged in a couple of taps. Every lead shows its status: new, quoted, won.
Is Hub's CRM a separate product?
No — it's part of the same system as quotes, projects and invoicing. That's why a client's history stays in one place without syncing or double entry.
Can I collect customer feedback?
Yes — Hub asks for an NPS rating automatically when a job completes, and a poor score triggers an instant alert to you.
What does the CRM cost?
It's included in Raslak Hub: €69/month plus €22/month per additional user. 14-day free trial, no charge during the trial.
What does a small service business need from a CRM?
Every enquiry in one place, a clear view of who is waiting on a reply, customer history attached to the customer, and a connection to the actual work. Not pipelines and forecasts.
Why do we lose work we quoted for?
Usually to silence rather than a competitor: a quote was sent, no reply came, and nobody followed up because the week filled. A single reminder recovers a meaningful share of it.
Should I use a separate CRM?
In a service business the customer, quote, job, hours and invoice are one chain. Splitting them across tools means maintaining the customer in two systems, which drift apart until neither is trusted.
Try it yourself — then decide
A free 14-day trial with no charge during the trial, or an open demo with no sign-up.
See also: Quotes · Client portal · Project management · Raslak Hub — all features · Tämä sivu suomeksi