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CRMBlock · Customers and jobs

Keep customers and jobs moving

CRMBlock is being built for the point where selling the work becomes delivering it. Organize customer information, track progress, and give the people involved a clearer next step.

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How CRMBlock follows the work A lead becomes an opportunity, then a job that moves through stages such as scheduled, in progress, and complete, then follow-up. Each stage has an owner, and tasks and notifications hang off the record. From lead to job to follow-up one record, deliberate handoffs, a named owner at every stage Customer record what they need · what was discussed · what happens next duplicates reviewed and merged Lead owner: sales Opportunity owner: sales Job stages Scheduled In progress Complete Follow-up owner: office Tasks with an owner and a purpose respond to the inquiry · prepare for the visit · move the work forward · close the loop with the customer Notifications and intake team notifications when a stage changes · intake forms and automation that create the record
What CRMBlock focuses on

The record, the stages, and the person responsible

  • Keep the customer context together

    A name and phone number are only the beginning. A useful customer record also explains what the person needs, what your team has discussed, and what should happen next. CRMBlock centers that context around contacts and jobs.

  • Follow the work through its stages

    Sales and production need to understand the same job at different moments. CRMBlock's approach connects opportunities, job stages, tasks, and team notifications so handoffs can be more deliberate.

  • Make follow-up someone's responsibility

    A reminder works best when it has an owner and a clear purpose. Use customer and job context to guide the next action, whether that is responding to an inquiry, preparing for a visit, or moving work forward.

  • Keep your records useful as you grow

    Repeated imports and busy teams can create duplicate records. CRMBlock includes work on duplicate review and merging so customer information can be kept organized as the database grows.

Workflows

Explore the workflows that matter to your team

  • Customer and contact organization. One record per customer, with the history and the next step attached.
  • Opportunity and job tracking. Stages that match how your business actually sells and delivers.
  • Tasks, notifications, and follow-up. An owner and a purpose for every reminder.
  • Intake forms and automation. Inquiries that arrive as records instead of loose messages.
  • Record review and duplicate management. Keep the database clean as imports and teams grow.

Scheduling, canvassing, photo workflows, and production tools are part of the broader development direction. Ask which workflows are available in the current setup before planning your rollout.

What must travel in a customer handoff When work passes from one person to the next, the handoff should carry the customer's request, the current status, the next action, the owner, and the due date or appointment. The outcome is then recorded on the customer or job record. Received the inquiry office, phone, or web form The handoff what the next person needs Request what the customer actually asked for Status where it stands right now Next action the one thing that happens next Owner a named person, not “the team” Due / appointment and any promise already made Takes the next step estimate, visit, or work Outcome recorded on the customer or job record, where the next person can find it

What a handoff should carry from one person to the next. Read the guide.

Bring us a real example

Show us how a lead becomes a job in your business

We can review the stages, who owns each step, and where CRMBlock fits.

Plan your CRMBlock setup

  1. Pick one recent inquiry

    A real customer, from the first contact to the finished work.

  2. Name the stages and the owners

    Who received it, who took over, and what each person needed to know.

  3. Mark where it got stuck

    That is usually where the setup conversation starts.

Common questions

Is CRMBlock only for roofing companies?

Roofing and contracting workflows are an important starting point. We are building toward use by other service businesses with similar customer and job coordination needs.

Can I move my existing records?

Tell us your current system, record types, and approximate volume. Import scope and field mapping need to be reviewed for your setup.

Where do existing CRMBlock users sign in?

Use the Sign in page, choose CRMBlock, and use the account supplied for that product. Signed-in users can open CRMBlock directly.

Keep the customer relationship connected to the work

Tell us how your team sells and delivers today. We will use that context to discuss the setup available for your business.

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