Leads & pipeline
Every enquiry lands somewhere, and stays visible.
CRM for companies that sell the work and then do it
One record, first call to cash.
Byerwise runs the whole chain (lead, estimate, order, appointment, invoice, payment, commission) on a single set of records. No export, no rekeying, no second copy of the customer.
Free trial · no charge until it ends
- Lead
Captured from a form on your site
lead:8842 · Web form · routed to a rep
- Opportunity
Qualified onto the pipeline board
opportunity:3104 · Stage: Proposal
- Estimate $14,280.00
Sent as a link, signed on site
estimate:2210 · Signed by K. Adeyemi
- Order $14,280.00
Opened from the signed estimate
order:5567 · 6 lines · 2 bundles
- Appointment
Booked to a crew and a service zone
event:9013 · Tue 09:00 · North zone
- Invoice $14,280.00
Raised the moment the work closed
invoice:7741 · Net 15 · raised automatically
- Payment $14,280.00
Paid from the invoice link
payment:4488 · Card · no login needed
- Commission $1,142.40
Posted to the rep who closed it
commission:1207 · D. Okafor · 8% of net
Typed once
The quote’s total is the order’s total, the invoice’s total, and the base the commission is calculated from. Nothing is re-entered between them.
Signed anywhere
Customers accept an estimate from a link with no account to create, or sign for it on a phone at the door. Either one opens the order.
Billed on close
Finishing the work raises the invoice. Contracts bill on their own cycle, and unpaid invoices chase themselves on the schedule you set.
What Byerwise handles
Eight areas, one database. Each one is a real screen in the product, not a roadmap item.
Customers & contracts
One customer record the whole company writes to.
Estimates & signatures
Quote it, send a link, get it signed on the spot.
Orders & catalog
Priced once, correctly, every time.
Scheduling & dispatch
The work gets a time, a crew and a place.
Invoicing & collections
Billed when the work closes, chased if it isn’t paid.
Commissions & reporting
The rep is paid from the same number the customer paid.
Wellknown
included
Marketing automation
Campaigns that write back into the same pipeline.
One record set, not eight integrations
Sales, dispatch, and billing are three views of the same rows. A customer edited in one is edited everywhere, a price change reaches the next quote, and a payment settles the invoice, the balance, and the rep's commission in the same write.
These are the records Byerwise keeps for you.
- Lead
- Opportunity
- Customer
- Contract
- StoreCredit
- Voucher
- Estimate
- AppointmentSignature
- Order
- Product
- Service
- Package
- ProductBundle
- PricingRule
- Promotion
- TaxRate
- Event
- Resource
- ServiceZone
- ClientReminder
- Invoice
- Payment
- DunningNotice
- CustomerDebt
- Commission
- CommissionRateProfile
- Campaign
- EmailTemplate
- MarketingForm
- ContactSegment
- DoNotContact
Put your next deal on one record
Start a free trial and run a real quote through to a paid invoice.