SERVICE
Mini CRM
Most local businesses don't need Salesforce. They need a notebook on the iPad that survives staff turnover. The customer comes in, gives their phone number, asks about a service. The front-desk takes a paper note. Note disappears, customer doesn't get the follow-up, lead converts to no-call-back. Multiply by 30 customers a week and you've got the median Tri-state lead leak. The fix is a CRM lightweight enough that the front-desk uses it (heavy CRMs don't get used) and structured enough that the owner can see what's working.
How it works
Mini CRM captures every lead from web forms, phone calls, walk-ins, and chat into one inbox. Tags by source, vertical, urgency. Auto-assigns to the right team member. Reminds the team when follow-up is overdue. Surfaces conversion rates by source so you know which channel actually pays. We integrate with your existing booking and POS where applicable. The dashboard shows leads created vs converted vs lost weekly.
Who it's for
Operators with leads landing in 3+ places (Gmail, paper, voicemail, Instagram DMs). Front-desk teams that need to see the customer history without a 5-minute lookup. Multi-location operators routing leads to the right location. Owners who want to know why bookings are flat without hiring a sales operations consultant.
The signal worth watching
Track lead-to-customer conversion rate weekly. Median Tri-state operator converts 15-22% of leads to customers. Top performers hit 35%+. The gap is usually follow-up speed (2 hours vs 24 hours), not lead volume. The dashboard surfaces lead-with-no-follow-up so the front-desk knows what's overdue.
Frequently asked questions
Will my front-desk actually use it?
Yes, because we keep it light. Most CRMs fail because the UI demands more time than the value returns. Mini CRM strips to lead capture, follow-up reminders, and source attribution. Training is 30 minutes.
Does it integrate with my booking system or POS?
Yes. Native integrations with Toast, Square, Booksy, MindBody, ServiceTitan, Jobber, and Housecall Pro. Other systems via Zapier-style webhook (we set it up).
Can I see lead source attribution?
Yes. Every lead is tagged with source (Google Ads, GBP, organic search, Yelp, walk-in, referral). Conversion rates by source surface weekly. You stop running ads where the conversion is broken.
Does it handle multi-location lead routing?
Yes. Leads route to the right location by ZIP, service requested, or time-of-day rules. Each location sees their leads; corporate sees the rollup.
What happens to my existing customer notes?
We import. CSV upload, Google Contacts, paper-photo OCR for the legacy notebooks. Customer history shows up in the dashboard from day one of go-live.
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Last updated: 2026-04-27