One place for every lead, no matter where it came from.
Service businesses run on conversations. Most of them die in scattered tools — a phone note here, an email thread there, a sticky on someone's monitor. The CRM gives every lead a structured home with full history, status, attribution, and a way forward — searchable, filterable, shared with your team when it should be.
It's already organized.
Most CRMs feel like a project. This one feels like opening a folder where your work is already filed. From the first lead onward, the structure is there — you don't design it, you just use it.
- ▸ Every lead, structured the same way. Name, email, phone, company, source, status, message, attribution. No "where do I put this?" decisions for the rest of your team.
- ▸ Open any lead, see the whole story. Conversation history, tags, tasks, who captured them, when, from where. One click — no tab-jumping, no copy-pasting from Gmail into Notes.
- ▸ Search across everything. Find a lead by name, email, company, message text, or tag. Saved filter views for the searches you run again and again.
- ▸ Team-shared, role-scoped. Everyone sees the leads they should — from a sole-operator workspace to a 15-person team — with per-user attribution baked in from day one.
Make it match how your business actually runs.
The defaults work on day one. The four levers below let you adapt the CRM to your specific workflow without writing a single config file or hiring a "CRM admin."
Create tags as you work. Team-shared so the whole crew uses the same vocabulary. Bank, rename, merge, retire — keep your taxonomy tidy without spreadsheet gymnastics.
New → contacted → closed. Optional stale-lead nudges so the ones you forgot rise to the top before they age out. Configurable thresholds when you're ready.
"My hot leads." "This week's intake from the trade show." Save the filter combos you check repeatedly — they show up as one-click pills above the leads table.
Every lead is credited to whoever captured them. Team members see what they should — admins, edit-only roles, view-only roles. Quiet, structural, fair.
The work that happens between "new" and "closed."
Most CRMs are good at storing contacts and bad at the workflow that turns a contact into a customer. The CRM bakes the in-between work — replies, history, reminders, handoffs — into the same place you're already looking.
Compose replies, in context
Click any lead, hit compose. Pick a template, customize it, copy a styled version to your clipboard, open your email app. The lead is automatically marked "contacted." The composed message is logged in the timeline.
Conversation history attaches itself
If you connect your inbox (Growth tier), every email you exchange with a lead syncs back into their timeline automatically. No forwarding, no manual copy-paste. Match-first-or-drop — unrelated mail never reaches our servers.
Tasks tied to leads, not floating
Add a follow-up task while you're on the lead. Get a daily digest of what's due. Optionally assign tasks to teammates. Optional email reminders the day before.
Bulk actions for when work piles up
Tag 12 leads at once. Mark a batch as contacted. Delete or archive in one move. The grind work scales with selection, not clicks.
// What's tracked per lead
Why this beats a spreadsheet (or three).
Spreadsheets work right up until the moment you have a team, a follow-up cadence, or a search that takes longer than five seconds. Then the cracks compound. The CRM replaces the patchwork with structure.
// Spreadsheets & sticky notes
- One file, fights over edits
- No conversation history attached
- Search is "ctrl-F if you remember the name"
- No reminders, no follow-up tooling
- No attribution — leads belong to whoever typed them
- No status workflow — leads silently rot
- Hard to scale past one person
// Your Mojo CRM
- Per-tenant database isolation, role-scoped access
- Conversation timeline attached to every lead
- Search across name, email, company, message, tags
- Tasks, reminders, stale-lead nudges, follow-up templates
- Per-user attribution from day one
- Status workflow with bulk actions and exports
- Scales from solo operator to 15-person team
One subscription. Every system.
These are the Mojo Systems platform plans — every tier includes the full CRM, Lead Capture, and the Reporting Layer. What scales is your team size, the depth of follow-up tooling (templates, nudges, scheduled reports), and inbox sync. Your data follows you between tiers.
Your first structured lead system.
Customize the workflow.
Multiple people, shared visibility.
Inbox sync & deeper follow-up.
Move between plans whenever your operation needs it — your leads, tags, attribution, and history follow you. Compare full plans →
Open your workspace.
This isn't a wait-list or a sales call. It's the first step of using the product.