For Immediate Release
Vuuv CRM Is Here
A built-in customer relationship management product brings sales pipeline, contacts, follow-ups, a public booking page, AI-assisted email, and automation playbooks into the same app that already handles your invoicing, estimates, projects, and books. Available today on iOS, Android, and web, and included with Vuuv Pro and Elite.
Vuuv Software today announced the launch of Vuuv CRM, a native customer relationship management product built directly into the Vuuv app. With this release, the pipeline of deals you're working, the people you're billing, and the follow-ups you keep meaning to make all live in the same place as your invoices, estimates, projects, mileage, and bookkeeping.
Vuuv CRM is the last major piece of the platform Vuuv set out to build. Service business owners can now run the full lifecycle of a customer, from the first inbound lead to the final paid invoice, without leaving the app or paying for a separate CRM subscription.
The Missing Piece
Most CRM tools were built for sales teams at software companies. They assume a marketing department, a pipeline of demos, and a dedicated rep on every account. Service business owners don't have any of that. They send estimates, write invoices, schedule jobs, track mileage, and sometimes remember to call the lead from two weeks ago. The CRM they actually need looks nothing like Salesforce.
Because Vuuv CRM lives inside Vuuv, every contact already knows what they've been quoted, what they've paid, which projects are open with them, and whether their estimate is still waiting on a signature. There's no separate database to keep in sync, and no per-seat CRM bill on top of the one for your books.
"Vuuv has always handled the money side of running a service business. Invoicing, payments, mileage, taxes. The customer side was the missing half. With CRM built in, your pipeline, your follow-ups, and your contact history finally live in the same app as your books, so the people behind the numbers have a real home."
What's Included
Vuuv CRM ships with the full set of tools a service business needs to manage customer relationships from first contact to repeat business:
Contact records with lifecycle status tracking (Lead, Quoted, Active, Done, Repeat), multi-contact support for companies with more than one decision maker, custom fields, and tags.
A drag-and-drop sales pipeline with seven stages and five industry templates: Freelancer, Contractor, Coach, Creative, and Small Business. Stage labels are customizable per business.
Follow-up reminders that push to your phone, surface what's due today on the CRM home, and link back to the specific deal or contact they're about.
A CRM calendar with two-way Google Calendar and Outlook sync, plus a public booking page that turns a confirmed appointment into a contact and a deal automatically.
Inline email composition with AI-assisted welcome messages and an enhancer that polishes drafts before they go out. Every sent email is logged to the contact's timeline.
An AI activity summarizer that condenses a contact's full timeline of calls, emails, notes, and status changes into a brief, so you can walk into the next conversation prepared.
Optional automation playbooks for lead welcome, quote aging nudges, deal-won kickoff emails, pre-project prep, post-project thank-yous, and referral and review requests, all respecting your configured business hours.
Real-time sync across iOS, Android, and web. Switch devices mid-workflow without losing your place.
Every create, update, and delete written to the IRS-compliant audit log, with soft-delete preserving history.
One Customer Record, One App
Vuuv CRM uses the same customer database as the rest of Vuuv. Sending a proposal pulls in the deal's contact. Marking a deal won prompts you to draft the invoice with the deal value pre-filled. A signed estimate can auto-close the deal. Paid invoices update the customer's lifetime revenue and can trigger an automated referral or review request.
The contact's activity timeline shows the full history of the relationship: every invoice, estimate, project, payment, call, email, and note in a single chronological view. Nothing has to be re-typed, and nothing has to stay in sync between two products.
About Vuuv
Vuuv is a cross-platform accounting and tax preparation app purpose-built for small business owners, real estate investors, and contractors. The app combines GPS-verified mileage tracking, AI-powered receipt scanning, IRS-compliant audit trails, automated bookkeeping, and a built-in CRM into a single platform available on iOS, Android, and web. Vuuv connects with Stripe, eBay, Amazon, TikTok Shop, and bank accounts via Plaid for comprehensive financial management. Learn more at vuuv.co.
Availability
Vuuv CRM is live today for everyone on Vuuv Pro or Elite, on iOS, Android, and web. New users can try it free for 30 days at vuuv.co.
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