easy & affordable crm

Unite your sales, marketing, and operations all in one single app

most crms suck

We've been using CRMs since 2010 and most of them are overpriced and don't help local businesses like they should. So when we started TIP we knew there had to be one good one out there...

We found VCita and here's why we partnered with them, why we use it, and you should too!

the whole team uses the crm

Your accounting uses it to invoice. Field technicians use it to record dates of installation and ask for 5-star reviews and record the client's happy meter. Your sales and marketing teams use it to generate and develop leads into customers. Everyone can see what's going on based on their access level.

sending estimates

Say goodbye to docusign and delays. Let's say you're talking with a possible client ... anywhere ... simply pull up the app on your phone, create a profile in 1 minute, send an invoice with signature. Get the deal, make more money, easy peezy CRM squeezy.

ONLINE BOOKING

Phone tag sucks and you have an amazing website through us, so let's integrate your calendars to your website and activate your portal and allow people to book free consults, and then installation dates with your openings.

Customer portal

Clients can upload pictures, documents, request additional services, and even upsell themselves. You can send estimates, invoices, share documents and pictures for approval, email clients, and everything is stored right in their furry little profile.

simple crm pricing

Live in 3-5 days

• Build out in 1-3 days
• 10 hours training per year
• Support available 365 days a year
• user permission & access
• Pricing per # of users
• Add more users anytime
• Production creation
• Custom invoicing templates
• 2-way texting to client
• Email clients
• Marketing email campaigns
• Market dashboards
• Invoice of clients
• Sales dashboard
• E-sign estimate
• HIPAA compliant
• Coupons, discounts, and more!

1-time building fees

Annual Seat pricing

** Discounted pricing as website or marketing client