Build Simple Landscaping CRM

Simple CRM Brief

We require a simple CRM for our landscaping business.

The system should be accessible on desktop, iPad and mobile.

Essential requirements:

1. Automatically capture enquiries submitted through our Squarespace website.
2. Allow WhatsApp enquiries to be added manually through a quick-entry form.
3. Record customer details, project description, estimated value and expected start date.
4. Allow each lead to be manually rated from 1 to 5 stars.
5. Display opportunities in a visual sales pipeline: New → Contacted → Site Visit → Quoted → Won / Lost.
6. Record a next action and due date against each lead, with reminders for overdue tasks.
7. Integrate with Google Calendar for site visits and appointments.
8. Provide a dashboard showing total open pipeline value, confirmed booking value and outstanding actions.
9. Allow filtering by lead rating, pipeline stage and expected project date.

We would prefer an existing low-cost platform such as Airtable or a similar no-code solution rather than bespoke software development.

The system should be straightforward to maintain, with minimal ongoing subscription costs.

Please provide a fixed-price quotation for initial setup and details of any recurring costs.