CRM

Using the CRM

The SlappShell serviceCRM is the heart of the application, providing you with all the tools you need to manage your leads and run your business.

Captured leads, emails, schedling, and payment flows are all synced with the CRM's functionalities to make things easy and intuitive.

New Leads

Every leads that submits a form on your public site will automatically appear in the CRM's "Leads" section with the details of what they entered.

From here, the lead will move through your conversion funnel based on your settings in the configuration files.

Managing Leads

Leads can be managed directly from the CRM dashboard. You can update their status, schedule appointments, send estimates, and process payments all from one place.

Emails are automated based on lead status and CRM actions to help you drive more conversions.

New leads will receive a confirmation emails when they submit a form. If you have the consultation setting activated, they'll be able to book a slot for an initial consultation. After that you can send additional emails for scheduling, estimates, and invoicing, depnding on your payment and schedling configs.

Some high level lead details are available directly from the leads table view, but you can click into each lead to see more detailed information and take actions.

Sending Estimates

From the Lead Details page, you can generate and send estimates directly to the lead via email.

You'll have the option to include personalized messages and service details to help close the deal.

You also have the ability to send multiple service options and pricing to allow the lead choose the best fit for their needs.

The estimate email will include a secure link for the lead to review and approve the estimate online, which will continue them through your conversion flow.

Scheduling & Servicing

Schedling is integrated directly into the CRM to help you manage appointments and service dates.

Depending on your business and configuration settings, leads can book consultations and service appointments directly from the emails they receive. Admins can also schedule appointments directly from the Lead Details page.

Once a service is scheduled, you'll be able to track its progress and update the lead accordingly once service is complete.

Invoicing & Payments

Invoicing and payment processing are built directly into the CRM to help you manage deposits and final payments seamlessly.

Based on your payment configuration settings, you'll be able to send invoices for initial deposits and final payments directly from the Lead Details page.

Deposits and upfront payments are integrated into the estimate approval flow, so leads can pay securely online when they approve an estimate and book service.

Final invoices can be sent once service is complete, and leads can pay securely online via Stripe.

All payment statuses and values are tracked directly in the CRM for easy management and follow-up.

With final invoices, you have the ability to add any addional charges or discounts as needed before sending.

Once service is completed and final payment is received, the lead status will automatically update to "Completed" and a conversion event will be triggered for accurate tracking. Conversion events can also be triggered manually via the "Complete Serivce" button.

Recurring Services

If you offer recurring services, you can set up subscriptions directly in the CRM. Enable this in your payment config file.

Subscriptions can be managed from the Lead Details & Subscriptions dashboard page. You can create new subscriptions, manage existing ones, and handle renewals directly from the CRM.

Subscriptions come with automation features including:

• Automated email reminders for subscription payments.
• Automated invoice generation and sending for recurring services.
• Automated payment confirmations.
• Automated payment processing for customers who opt into automatic payments.

You can also manually edit subscription details and handle invoices manually if needed.

Automation is handled via cron jobs in your hosting environment. If you deploy on Vercel, there is no additional setup needed.

Admin Overrides

As an admin, you have the ability to override certain lead actions directly from the CRM.

You can override deposits, approve services, and schedule leads from the details page. This can be useful for over-the-phone approvals or cash/check payments.

These overrides will be tracked in the lead's activity log for transparency and record-keeping.