Keep the customer context
Store customer and lead details with the information your team needs to continue the conversation. Use tasks to keep the next action visible.
CRM & sales pipeline / AxiomBlue
Keep each enquiry, customer and next action connected.
AxiomBlue connects customer and lead records with tasks and quotes, giving every enquiry a next action the team can find. On Professional, use the visual sales pipeline to review opportunities by stage and configure workflows for repeat follow-up. Keep the customer context as proposed work becomes a job.
A clearer view of the work you might win next.
Plan fit: Core customer, lead and task tracking are included in Basic. The visual sales pipeline, CRM dashboard and workflow automation require Professional. Compare plans →
The part of your day this changes
“I’ll get back to them” needs somewhere to live.
A new enquiry arrives while you are on a job. A quote needs a follow-up. Someone else spoke to the customer yesterday. Keep the context together so the next conversation starts in the right place.
See the stage of each opportunity
On Professional, organise opportunities on the visual pipeline and move them through your sales stages as the conversation progresses.
Build a consistent follow-up
Use Professional workflows for repeatable welcome messages and follow-up processes. Tailor the content and conditions to how your business sells.
Picture it in your business / Example
From a first enquiry to a booked site visit.
Record the enquiry, keep the next action with it and move the opportunity to the appropriate pipeline stage on Professional. When the customer is ready, continue the conversation with a quote.
Where to find it
Sales → All Leads / Lead Pipeline
Sales → All Leads / Lead Pipeline
A practical starting point
- 01
Record the enquiry
Add the contact details and useful context.
- 02
Set the next action
Keep the follow-up task visible and update the opportunity’s stage.
- 03
Take it into a quote
Prepare the scope and price when the customer is ready.
Know what’s included
Plans for crm & sales pipeline
Core customer, lead and task tracking are included in Basic. The visual sales pipeline, CRM dashboard and workflow automation require Professional.
Compare plans, limits and pricing →Check the workflow in detail
Choose the guide for the decision ahead.
Explore the detail
CRM & sales pipeline tools and records
- Lead and customer records
- Sales pipeline stages
- Follow-up tasks
- Customer history
- Sales dashboard
Availability varies with plan, permissions and enabled features. Check plan inclusions.
See how this fits: win more work →Before you get started
Questions about crm & sales pipeline
Have a specific workflow in mind? Talk it through with us.
Is CRM the same as a customer list?
Customer records hold contact information and context. The Professional pipeline adds a visual way to organise sales opportunities by stage.
Do I need Professional for customer records?
No. Core customer, lead and task tracking are included in Basic. Free-plan limits apply; visual pipeline and CRM dashboard features require Professional.
Can I automate follow-up messages?
Yes, with Professional workflows. Review the message, recipient and conditions, then test the workflow before enabling it.
Keep the work connected
See the next part of the picture.
Considering a switch?
Check the fit before
moving your business.
Use a familiar job to compare the way you work today with the way Axiom Blue handles it.
- 1. Follow a job in the demo
Check the quote, schedule, job record and invoice. Look for the details your team needs.
- 2. Check your plan and team cost
Compare usage limits, paid seats and specialist features. See plans and pricing →
- 3. Confirm your move
Try your own quote on the free plan. Before moving existing records, ask us about your data and setup needs.
Make the next step a small one
Put a familiar job
through its paces.
You know where the friction is in your business. Open the demo and see how AxiomBlue handles it. Then start with your own quote on the free plan.
Free plan has usage limits. No time limit. No credit card.
- 01
Price the work
Try a quote like one you send every week. Check the detail your customer will see.
- 02
Follow it through the day
Explore a job, its crew, time and materials. Look for the information you usually chase.
- 03
Check the fit and the price
Compare the features and limits you need. See plans and inclusions →