Features
One workspace for leads, estimates and follow-ups
WinBackly keeps the whole job-winning process in a single place, designed for busy cleaning business owners.
Lead management
Capture every enquiry with contact details, requested service, source and estimated value. Filter by status or follow-up due.
Customer records
A customer directory linked to leads and estimates, with consent and do-not-contact flags respected everywhere.
Professional estimates
Line items, discounts, tax and totals calculated on the server, sent to the customer via a secure public link.
Automated follow-ups
Scheduled reminders keep following up while an estimate is pending, and stop the moment it is accepted or declined.
Estimate tracking
See when an estimate is sent, viewed, accepted or declined, so you know exactly where each opportunity stands.
Communication history
Every email sent per workspace is logged with its delivery status, so nothing is lost in a personal inbox.