Know who to call today
The Follow-ups view sorts leads into Overdue, Today, This week, Later and Untouched.
CRM and pipeline
Every lead, follow-up and conversation in one place.
Move leads across the pipeline, see who to call today, keep every note and call on one timeline, and turn a won lead into a project.
CRM and pipeline at a glance
One timeline per lead
Notes, calls, meetings, texts and emails sit in order, with system events added for you.
A win becomes a project
Convert a won lead into a project in one step and carry on there.
01The pipeline
Drag a lead to its next stage.
See leads as a board or a table, and drag a card to its next stage. Each lead keeps its quoted amount and expected close date as it moves.
- Quoted amount and expected close date on every lead
- Mark a lead lost with a reason, and reopen it
- Five-second undo after a delete
02Follow-ups
The screen that says what to work on today.
Give a lead a next action time and it shows up here, under Overdue, Today, This week or Later. Snooze it from the list; leads nobody has touched get their own group.
- Overdue, Today, This week, Later and Untouched
- Set a next action time and snooze from the list
- Notifications when assigned or a follow-up is due
03Activity timeline
Everything said and done, in order.
Log notes, calls, meetings, texts, emails and voicemails, and Chantro adds events like a stage change. One click writes a short summary of a long history.
- You log the call, text or email by hand
- Photos and files attached, from the camera on a phone
- Each lead, contact and company has a timeline
04Contacts and companies
Bring your contact list in, and keep it tidy.
Import a CSV or Excel list and check every row before it is added. Chantro matches company names even when they are spelled a little differently.
- Rows shown before you add them
- Keystone Lumber and Keystone Lumber Supply meet
- Leads link to their contacts and companies
05Won
When the lead is won, it becomes a project.
Convert a won lead into a project in one step. From there the work runs in the project: team, tasks, tables and the daily record.
- Its project number comes from your own sequence
- A won bid in estimating converts the same way
- After that, the work is tasks, calendar and time
Also in the CRM
The small things that keep leads moving.
Summarize a lead
A short AI summary of a long timeline, when you ask for it.
Reminders
Reminders go out when a follow-up is due.
Lost, with a reason
Say why you lost a lead, and reopen it if the job comes back.
Five-second undo
Delete a lead by accident and bring it straight back.
Import from a file
CSV or Excel contacts, with a row preview before anything is added.
Companies as well as people
Keep the firm and its contacts together, each with a timeline.
Questions about the CRM.
Want to see it with your own pipeline? Book a demo.
Does it score leads?
Not today. There is no automatic lead scoring or qualification. You decide which leads matter, and the Follow-ups view helps you keep to them.
Does it sync or send email?
No. You log emails, calls and texts on the lead's timeline by hand. If your admin connects Google, the assistant can work with your Gmail.
Can I change the pipeline stages?
Not today. Stages are the ones Chantro gives you, and custom stages are not available yet.
Does it capture leads from a web form?
Not today. Add leads yourself, or import a list from CSV or Excel.
Is it on the phone?
The CRM is on the web, and the Follow-ups view reads fine in a phone browser. There are no CRM screens in the native phone app today.
See your pipeline in Chantro.
Bring the list of leads you keep today and we will show you how it looks on the board.
Every lead keeps its calls, notes and emails on one timeline, and a won lead becomes a project.