Every lead and deal in one place
Forms, bookings and sign-ups fill it for you. You answer, follow up and win the work.
Everyone you work with
The people your sites bring in, and the businesses you're trying to win.
Customers
One record per person, filled from your forms, bookings and sign-ups, with all they've asked and booked.
Prospects
The businesses you saved from Radar, by stage, each showing the one thing to do next.
Inbox
Who needs a reply and how long they've waited. Shingle reads each request and drafts an answer.
Deals
A board that fits the business, as jobs, orders, treatment plans or deals. Quiet cards turn amber.
Results
Requests, new customers and jobs won by month, and where new customers came from.
A page for each person
Their whole timeline, your notes and follow-ups, and a short summary of what to know.
Replies you check
When a request comes in through a site, Shingle reads it first. It notes what the person wants, whether it's urgent and why, and whether it's spam or a sales pitch, which goes to one side so it doesn't take up your morning. Then it drafts a reply using only what that site says, meaning its services, prices, hours, area and open booking times.
Every price, time, phone number, email and web address in a draft has to appear in those facts. A draft that fails is asked for once more, and after that it's left for you to write. Under each draft you can see the facts it used and what it left out. Edit it, ask for a shorter or friendlier one, and press Send. Nothing goes out until you do. Each site gets 300 of these reads, drafts and summaries a month, and past that you write your own.
Your reply goes out in the business's name. When the customer answers, their email comes back into the same conversation, without the history their mail app quoted, and it asks for a reply again.
- An email if a request waits 30 minutes
- A morning summary when anyone's waiting
- J and K to move, R to reply, E to mark done
Your leads and theirs, apart
An agency has two sets of people to keep track of. One is the businesses it's trying to win. The other is the customers each client's site brings in, who belong to that client. Put them in one list and it soon stops being clear who's who.
Shingle keeps them apart and shows them together. A business you save from Radar sits on your own deals board, from Found to Won, and you can work it before you've built a site for anyone. It stays a prospect until it answers. Each client's customers stay with that client's site, with that site's own board and results, and two sites never share or merge a person, even when the email address matches.
A saved business gets different treatment too. No workflow ever emails it, and Shingle never contacts it for you. You send each pitch from your own phone or email. When it answers, it joins your customers as well, and it keeps one page with its whole history.
What it doesn't do yet
Not built yet
- No texts or WhatsApp from the CRM yet, only email
- No sending from your own Gmail or Outlook yet
- No single board or results across every site, so each site keeps its own
- No saved views, questions, import or CSV download yet for teams with several sites
Left out on purpose
- No price per contact
- No scores on your customers
- No filling in people's details from the web
Common questions
Can't find your answer? Read Shingle Help or email [email protected].
It tracks the businesses you're trying to win and the customers your clients' sites bring in. In Shingle, saved businesses sit on your own deals board, and each client's people stay with that client's site. Requests, replies and deals are in one place, and your sites fill most of it in for you.
No. Each form, booking and newsletter sign-up on your sites joins its person by email or phone, and earlier ones are brought in the first time you open it. You can add someone who called yourself. A team with one site can also import a spreadsheet, with its columns matched for you to check.
Not from the inbox. Shingle drafts each reply from the site's facts, and nothing goes out until someone on your team presses Send. A workflow you turned on can send follow-ups, and you decide which of those wait for your OK. Shingle never contacts a business you saved as a prospect.
The CRM comes with the plan and its trial, with no limit on contacts and no charge per contact. In the trial you can save businesses from Radar, add people, work your own deals board and send pitches. Requests reach the inbox once a site is live, and the trial includes one live site.
Yes, in two ways. Add their email to the site's submission emails, and each new lead reaches them once they've confirmed. Or invite them to edit the site, and they can read its form submissions and visits in the editor. Either way they see nothing of your other clients.
Not yet. Replies and follow-ups go by email today, because texts and WhatsApp need a messaging partner Shingle hasn't added. Your site can still show a WhatsApp or Messenger button for visitors to tap, and those taps count in the site's analytics.
Read next
- Find businessesA map of who has no website, or a weak one.
- WorkflowsFollow-ups and reviews, with your OK where you want it.
- Ask DormerAsk about your leads, deals and sites in plain words.
- Website formsForms that email you and send each lead where you work.
- Web design agenciesMany client sites, one team, your brand to clients.
- Shingle vs GoHighLevelA full marketing suite, or a tool for selling sites.
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