Business CRM
From page lead to paid job — one flow
Your FWDLink page captures the inquiry. Leads moves it through a pipeline, then your workspace handles the estimate, schedule, field work, invoice, and review request — optional Route Planner when you run multi-stop days.
Starter includes CRM · Online pay fees on Plans · Same page you already share
The problem
Leads scatter. Jobs stall. Money waits.
Forms land in email. Quotes live in another app. Photos are in chat. Invoices are a weekend chore. Clients forward three different links — and you lose the thread.
The fix
One page. One pipeline. Paid.
Your public FWDLink captures the inquiry. Leads moves it New → Need to contact → Quoted → Won. Then estimate, schedule, work order, invoice, and review stay on the same client file — attach photos, video, files, or a live FWDLink when proof sells the number.
Everything from lead to paid, in one place
Page captures the lead
Get quote and contact forms on your public page land in Leads — not a scattered inbox of third-party tools.
Real sales pipeline
Move every inquiry New → Need to contact → Quoted → Won or Lost on the Leads page before you quote.
Job docs through payment
Save as client, create the estimate, schedule with the customer prefilled, run the work order, invoice, and optionally send a review request when paid.
End-to-end flow
From first tap to final payment
Your FWDLink page captures the inquiry. Leads tracks the pipeline. Your workspace carries the estimate, schedule, field work, invoice, and review — one brand, one forwardable link.
01
Your page captures the lead
Add a Get quote or contact form to your page. Submissions land in Leads with name, message, and form intent — the same fwdlink.com/you you already share everywhere, in texts, and QR codes.
02
Work the pipeline
On the Leads page, move each message through New → Need to contact → Quoted → Won or Lost. Reply from the same thread and keep won jobs separate from dead ends.
- New
- Need to contact
- Quoted
- Won
03
Save as client → create estimate
From the lead message, save as client and open Create estimate with customer details prefilled. The lead moves to Quoted while you build line items, attach photos, video, or a live FWDLink from that client’s album, and send the link or PDF.
04
Schedule the job
Schedule the appointment from CRM Schedule with the customer already selected — name, contact, and job location carry over. Tie the calendar event to the client and the work ahead.
Job Scheduling Calendar
Plan jobs, visits, and team routes on one calendar.
MON13
TUE14
WED15
THU16
FRI17
05
Run the work order
Track scope, photos, and status in the field from the work order tied to the job. On multi-stop days, the optional Route Planner add-on helps sequence stops — see Plans for add-ons.
06
Invoice & get paid
Send the invoice when the work is done and collect payment online. When review requests are enabled in your workspace, a satisfied customer can get an automatic ask after they pay — fees for online payments are on Plans.
Ways to use it
Built for people who close work
Contractors
Walkthrough → quote → paid
Capture the site visit form on your page, pull jobsite photos, walkthrough video, or a live FWDLink from the library into the estimate, schedule the crew, invoice before you leave the driveway.
Beauty & wellness
Consults that become appointments
Portfolio on the page, booking block for times, CRM follow-ups when someone ghosts after a quote — same username in every bio.
Creators & coaches
Leads next to the content vault
Feature albums fans open, capture Stay updated and forms, then convert hot inquiries into paid sessions without a second CRM.
Real estate
Listing interest → showing → close
Share listing albums from the vault, route inquiries into Leads, schedule showings on the same client record.
Home services
Multi-stop days that stay clear
Pipeline every inbound, run work orders in the field, optional Route Planner when the day has too many pins.
Studios & agencies
Proof + paperwork in one brand
Client galleries stay private until you FWD. Estimates and invoices can reuse stills, video, and the same live FWDLink so approval and pay feel connected.
Get paid
Claim your page. Run the CRM that closes it.
Capture leads on your page, attach photos, video, or a live FWDLink to estimates and invoices, and collect payment without another stack of apps.
Frequently asked questions
Is this a full CRM or just lead capture?
Full flow: capture on your page, pipeline on Leads, save clients, estimates, schedule, work orders, invoices, and optional review requests. Starter includes CRM to start.
Where do form submissions go?
Get quote and contact forms on your FWDLink page land in Leads with a pipeline stage. You reply and move the lead from the same place.
How do estimates connect to the lead?
Open a lead, save as client, then Create estimate — customer name, email, phone, and notes prefilled from the message. The lead stage updates to Quoted.
Can I attach video or a FWDLink to an estimate or invoice?
Yes. Pull photos, video, audio, and files from the client’s album, or attach a live FWDLink so they reopen the same gallery as you add more. Video plays on the public invoice or estimate; a FWDLink opens the live album. Stills and PDFs can embed on the PDF — other types link out as View online.
Where do I see payment fees?
CRM online payment fees depend on your plan. See current fees on Plans — we do not bury rates in this page.
What about review requests?
When review requests are enabled in your workspace settings, FWDLink can automatically ask for a review after an invoice is paid — you control whether it is on.
What about Route Planner?
Work orders run in core CRM. Route Planner is an optional business add-on when you want optimized multi-stop field days — see Plans and Add-ons in your workspace.
One page. One pipeline. Paid.
Your FWDLink page captures the inquiry. Leads moves it through a pipeline, then your workspace handles the estimate, schedule, field work, invoice, and review request — optional Route Planner when you run multi-stop days.
Keep exploring
- Photographer CRM
- Videographer CRM
- Monetize
- Your link captures leads — and can run the job
- Let them pick a time on the page you already share
- The one-page lead site people open from your bio
- Capture emails on the page your audience already opens
- Jobsite photos on your page — trust first, then the close
- Jobsite photo app
- Build the list. Attach it. FWD it.
- Plans & pricing