Five subscriptions, five logins, five customer databases that don't talk to each other. Sound familiar?
A typical service business
Or just Vuuv
Vuuv CRM uses the same customer database as the rest of Vuuv. That changes what's possible.
Sending a proposal pulls in the deal's contact. Marking a deal won drafts the invoice with the value pre-filled. A signed estimate auto-closes the deal. Nothing has to be re-typed.
Every invoice, estimate, project, payment, call, email, and note logs to the same chronological view. The full history of the relationship, not a separate note stack.
Lifetime revenue, last invoice paid, open projects, win rate, sales cycle. All live, all from the same data your books already trust.
Drag and drop deals across seven stages. Pick a template that fits the way you actually sell, not the way a CRM company thinks you should.
Stage labels are yours to rename. Stage aging surfaces deals that have been sitting too long. Won and Lost capture the reason so you learn from every cycle.
Contractor template · 12 active deals
4
3
3
1
1
0
Walkthrough
Johnson kitchen remodel
$42,000
12d
Quoted
Riverstone office refresh
$18,400
5d
Negotiating
Maple Ave bathroom
$11,200
3d
Most CRMs track calls, emails, and notes. Vuuv adds invoices, estimates, projects, payments, referrals, and reviews to the same timeline, automatically.
Walk into the next conversation knowing exactly where the relationship stands, without scrolling through six tabs.
Active customer · 3 projects · $47,200 lifetime
Invoice #2049 paid in full
2 hours ago
Replied to your quote question
Yesterday
Estimate signed for guest bath
3 days ago
Project Kitchen Phase 2 marked complete
5 days ago
Review request sent
1 week ago
No separate chat tab. AI lives where work actually happens: inside the email composer and the contact timeline.
To: morgan@acme.co
Subject
Thanks for reaching out, Morgan
Body
Hi Morgan, thanks for getting in touch about the kitchen remodel. I'd love to come take a look and walk through the scope with you. Do you have an afternoon next week that works for a 30-minute site visit?
Drafted by Vuuv AI. Edit, enhance, or send as-is.
When someone books a call on your public page, Vuuv creates the contact and drops a deal into your pipeline automatically. No more Calendly notifications that go nowhere.
vuuv.co/book/yourcompany
Morgan books a 30-min consult for Thursday at 2 p.m.
Vuuv creates the contact: Morgan Reyes, morgan@acme.co
A new deal appears in your Inquiry column
The appointment lands on your Google Calendar
A welcome email drafts itself for your review
From URL to pipeline in 30 seconds. Without you lifting a finger.
Turn on the playbooks that fit your business. Vuuv handles the rest, respecting your business hours so nothing fires at 2 a.m.
A warm welcome email to new leads. Compose-and-review or full auto-send.
Polite reminder when an estimate hasn't been signed in 7 to 14 days.
Thank-you and next-steps email the moment a deal hits Won.
Customer reminder three days before a project's scheduled start.
Closeout message the day after the job wraps.
After a paid invoice, ask for a referral or a review on Google or Trustpilot.
Schedule follow-ups, get notified on your phone, see what's due today on the CRM home.
One business can have multiple decision-makers. Deals, notes, and emails attach to the specific person.
Track contacts as Lead, Quoted, Active, Done, Repeat. Add custom fields per business.
Month, week, or day view. Two-way sync with Google Calendar and Outlook.
Every create, update, and delete written to an IRS-compliant audit log. Soft-delete preserves history.
Real-time sync across every device. Start on your phone, finish on your laptop.
The difference between Vuuv CRM and the stack most people end up with isn't features. It's that the features actually know about each other.
Vuuv CRM is included on Pro and Elite. No add-on, no upcharge, no per-seat CRM bill.
For growing service businesses
For teams running multiple businesses
HubSpot and Pipedrive are CRMs that ask you to integrate everything else: scheduling, email marketing, accounting. Vuuv CRM is the opposite. The accounting, invoicing, and project work already lives in the same app, so the CRM knows about every invoice sent, every payment received, and every project in flight. For a service business, that's the part that actually changes the day-to-day. For a 200-person sales team at a SaaS company, HubSpot is probably still the right fit.
No. Vuuv CRM ships with a public booking page, two-way Google Calendar and Outlook sync, multiple event types per page, and automatic contact and deal creation when a slot gets booked. The flow that takes Calendly plus a Zapier integration plus a CRM is one feature in Vuuv.
Yes. Vuuv accepts CSV imports for contacts, and you can also bulk-create contacts through the web app. Activity history imports are not yet supported, so we recommend keeping a read-only export of your old CRM for reference while Vuuv builds your new history forward.
AI usage is included with Pro and Elite, with a per-user daily limit shared across all AI features. There is no per-token charge and no separate AI subscription. For most service business owners, the limits never come up in normal use.
Pro includes one team member with scoped access. Elite includes ten. Team members can update contacts, log follow-ups, and move deals through the pipeline. You control whether they see financial fields like deal value, invoices, and lifetime revenue.
You can export contacts, deals, follow-ups, and the activity timeline to CSV at any time. Audit log entries are immutable but exportable. We're an accounting app first, so data portability is a hard requirement, not a feature flag.
Yes. Vuuv CRM ships with five industry pipeline templates: Freelancer, Contractor, Coach or Consultant, Creative, and Small Business. Stage labels are editable, so any service business can shape the pipeline to match the way it actually sells.
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