CRM

Everyone in one place

CRM, in the sidebar, holds the people your sites bring in and the businesses you're pitching. Its tabs are Customers, Prospects, Inbox, Deals and Results. Follow-ups and reviews that happen on their own are in Workflows.

The CRM works with or without a site. The businesses you save and the people you add yourself belong to Your business, so none of them needs a site. Everyone is shown together: in Customers and the Inbox, each person names the site they came from, or Your business. Deals and results are each site's own, so they come one after another under the site's name, with Your business's board first.

Customers

Customers keeps one record for each person who sends a form, books or subscribes on one of your sites, and for each one you add yourself. For your sites you type nothing in: each request, booking and signup joins its person by their email or phone, so the same person is never listed twice. The first time you open it, everyone from before is brought in too.

The list shows everyone, most recently active first. The groups at the top, like Waiting on you and Regulars, are ready-made. Search by name, email, phone or tag, and save what you're looking at as a view your whole team sees.

If your team has one site, under Ask about your customers, ask a question like "who hasn't booked since spring?". Shingle turns it into the list's own filter and shows each part of it, so you can see what it understood, take a part away, save it as a view or clear it. Answers and summaries are free, like reading requests and drafting replies.

Add someone who called or walked in with Add customer. They belong to Your business unless you choose one of your sites. With one site, admins can also import a spreadsheet and download everyone as a CSV. Admins can download one person's data, or forget a person everywhere on your site.

Prospects

Prospects lists the businesses you saved from Prospects in the sidebar, where you find local businesses that need a website. The list shows where each deal stands, from Found to Won or Lost: choose a stage at the top to see it alone, or search by name, trade or address. Choose Find businesses to look for more.

Open a business for its page. It shows the one thing to do next: build its demo, send it, call while they look at it, or call back once they've answered. Under it are why it's worth a call, its activity, and where it is and how to reach it.

A demo is one page, built with the same care as a full site. When Shingle finds the business on Google, the demo uses its listing, with its photos and reviews. Otherwise it's built from what Radar found.

Building a demo holds that business for your team for 30 days. Other teams see Pitched recently by another Shingle user on Radar and can't pitch it until then. A business that asked not to be contacted stays off every team's list.

A demo's pitch link is free. It opens the demo from a stored copy, and Turn off link stops it at any time. Forms on a demo say they don't send yet. If you go live with a demo you pitched, Shingle first asks whether the business said yes, and the link then sends people to the live site.

Saving a business needs no site: it belongs to Your business, with a deal on Your business's board. A business you've saved stays a prospect until it answers. Then it joins Customers too, and its page stays under Prospects.

Build demos in bulk

Tick businesses on Radar or under Prospects, up to 200 at a time, and choose Build. The button says how many demos it will build and what they cost. A business that has a demo, that another team is pitching or that asked not to be contacted is skipped and costs nothing. If your credits don't cover them all, Shingle offers to build as many as they do.

A page shows them as they build, and you can leave it: you get one email when the last has finished. A demo that fails gives its credits back, and you can try it again from its page.

Export pitches

Shingle doesn't send pitches for you. To send them from your own outreach tool, choose Export on a finished batch or under Prospects. You get a file with each business, its phone and email, its link and a message to send. A business that asked not to be contacted is left out, and the dialog says how many were. Mark these as sent moves their deals to Pitched: untick it if you'll send them later. The rules on unasked-for messages differ by country, so read the note on the dialog before you send.

Answer from your Inbox

The Inbox holds every conversation with your customers. A new request lands in Needs reply. Shingle reads it first: what they want, whether it's urgent, and whether it's spam or a sales pitch, which goes to Not for you.

Shingle also drafts your reply, using only what your site says: your services, prices, hours, area and open booking times. Under the draft, What the draft is based on shows the facts it used and anything it left for you, such as a price your site doesn't list. Edit the draft as you like, or choose Shorter or Friendlier for another one, then Send.

Your reply goes out from your business's name. When they answer, their email comes back into the same conversation, and it moves to Needs reply again. Attachments aren't kept, and the conversation says how many there were.

To write to someone first, open their page in Customers and choose Email. Shingle writes as the site that brought them in, so people who belong to Your business are reached by phone or your own email.

If nobody has answered a request after 30 minutes, the people who get your site's form emails hear about it once. They also get a short summary each morning when anyone is waiting.

Deals

Deals is a board for the work your customers bring, from the first request to done. Its name and stages follow your kind of business: Jobs for trades, Orders for food and shops, Treatment plans for clinics and Deals for professional services. Your business has a board of its own for the businesses you save and pitch, from Found to Won, shown first. If your bookings already carry the work, the board starts off; choose Turn on the board to use it.

Choose New job, or Add on a customer's page, to add one with its value and next step. Drag a card to another stage, or choose its move button. A card turns amber when it has sat in a stage longer than that stage's days, or has no next step. Moving a job to your won stage makes the person a customer.

Choose Edit stages to rename the board, and to add, remove or reorder its stages. A stage that still holds jobs can't be removed until you move them.

Results

Results shows what your site brought in: this month's requests, new customers, jobs won and their value beside last month's, the last six months, where new customers came from and the pages they wrote from. How fast you answer counts the replies you send from your Inbox over the last 30 days.

The Client report emails your client their month, in your brand. Add their email, then choose Send now, or turn on Send on the 1st of each month. The report counts requests, customers and jobs won and shows how fast you answered; amounts stay in Shingle. It goes only while the site is live.

One customer

A customer's page shows everything they did, newest first: each request with every answer, their bookings, their emails with you, and your team's notes and calls. On the right are their emails and phones, tags, your own fields and their follow-ups.

What to know at the top sums them up in a few sentences, written by Shingle from their timeline and brought up to date when you open the page after something new. Under it, ask about them in your own words, like "when did we last quote her?". Shingle answers from their timeline alone and lists the entries it used; if the timeline doesn't say, it tells you so.

Shingle suggests when two records may be the same person, such as the same name with a different email. Choose Merge to make them one, or Not the same.

Who can see the CRM

Members, admins and owners see and answer customers and prospects. Viewers don't see people or saved businesses, but can search in Prospects. Importing, downloading and forgetting are for admins and owners.