CRM software you set up yourself. One record per job, with everything on it.
Build your own record types with their own fields and statuses. Emails, appointments, quotes, products and photos come together on one record, and everyone on your team sees the same thing.
Your work, in your structure.From enquiry to handover.
A record is a job: an enquiry, a sales track, an installation. You decide which types exist, what goes on them and which steps they go through.
Structure
Draw your own record types.
In the builder you create the record types your business needs, such as a sales track with a heat pump and solar panels underneath. For each type you pick the fields, the status flow and the modules on it. You work in a draft and only publish once it is right.
- Per type its own fields, status flow and modules
- Types under each other, like jobs under a sales track
- Child records take over fields from their parent
Status flow
Every step a target, and you see what is stuck.
Per record type you decide the statuses, which step comes after which and how long a record may sit anywhere. If it sits longer, the status shows it, in the list and on the record, and the Days column tells you how long it has been there.
- A target duration per status, in days
- A warning when the target is near or past
- The next steps on top when you change the status
Timeline
Everything that happened, per stage.
The timeline groups everything by status: how long the record sat in each stage, who moved it on and which emails, appointments and notes belong to it. A colleague who picks it up today knows where it stands in a minute.
- Email, WhatsApp, appointments and notes in one line
- Every status change shows who made it
- A note on the customer shows on all their records
On the record
Quote, products and appointments in one place.
Next to the timeline are the modules you switched on for this record type: the location, the people involved, the quote, the products and the appointments. What the customer approved is ready for the installer, and later for the invoice.
- People involved by role, such as adviser or installer
- Products from the accepted quote, with a packing list as PDF
- Appointments with date, installer and status
Overview
Every team its own views.
A view bundles the records that belong together, such as everything in sales or everything being carried out. You choose the columns, filter by postcode area or person involved, and work through a list with previous and next, without clicking back.
- A view per team, with its own filters
- Columns per appointment type, such as the survey date
- Change the status of several records at once
Everything a record can do.Including the small things.
What you only notice once you work in it every day.
One quote for the whole job
On the sales track you put each quote line with the job it belongs to. Once approved, the products land on the heat pump and the solar panels by themselves.
Dropping out with a reason
When a customer drops out, you pick a reason. Open appointments and open quotes go along in the same step.
Fourteen field types
Text, amount, date, select, yes/no and more. With the dot field, dot pulls a summary or a value from the record.
A fixed record number
Every record gets a stipt ID. Say it on the phone, or paste it after your address and you land on the record.
Search the way you think
By name, stipt ID, email, phone or postcode. Type a name and a postcode and you have the right customer.
The whole customer on one card
The customer card brings all their records, conversations, tasks and appointments together, also when the work runs at a partner.
Lists and export
Build your own table, such as an order list with every product for next week, and open it in Excel.
Working with partners
Pass a record to a partner company that also uses stipt and follow its status, without retyping anything.
Also in stipt.The record sits in the middle.
Frequently asked questionsAbout the CRM.
Does the stipt CRM fit my kind of business?
If your work revolves around customers, appointments and jobs, it does. You set up the record types, fields and statuses yourself. Installation companies use it for sales, surveys and installations, but the same structure works for maintenance, service or property staging.
Does anything break if I rename a field or status?
No. Every field gets a fixed internal name when it is created, and that name never changes. Automations and API integrations point to that name, so you can rename labels without breaking rules or integrations.
What does the dot field do?
With a dot field, dot creates a value from what is on the record: a summary, a classification or a detail from a long text. The result becomes a normal field value, so views and filters can work with it.
Can colleagues see only their own customers?
Yes. Per colleague you set what they see: all customers, their team's customers, only their own customers, or only records with a certain origin. This also applies in scheduling, the inbox and tasks.
Does the CRM work on a phone?
Yes. On a narrow screen you tap from view to list to record, with search and filters. The record is then shown top to bottom: customer, fields, modules and the timeline. Choosing columns, exporting and bulk actions are done on a computer.
Can I connect the CRM to my own software?
Yes. With the REST API you read and write contacts, records, quotes and appointments, and webhooks report a status change to your own system. A record that comes in through the API or changes status runs through the same rules as in the app.
What is the difference between stipt and a standalone CRM?
A standalone CRM stores customer data; in stipt the CRM lives in the same system as the inbox, scheduling, quotes and forms. Email, appointments, quotes and work orders land on the customer's record by themselves, without connecting separate tools.
From the knowledge base
See how your jobs fit into stipt?
In the demo we set up a record the way you work: with your steps, fields and modules.