Standin
Create my CRM

Case studies

See the CRM Standin builds, trade by trade

These are honest examples of what Standin generates from a few answers, not stock screenshots. This is the actual structure your CRM would have, so you can picture your own before you create it.

Standin TradeBuild· our method for building a CRM around your trade

Plumber

Quotes on paper, callbacks forgotten, warranties out of sight.

Before, the usual mess

  • Quotes scribbled on paper, lost between two job sites.
  • A call missed mid-job, and the client goes to the next plumber.
  • No clear view of which deposits are paid or which warranties are ending.

After, your Standin CRM

  • Every job is a record: site address, type of work, how urgent it is.
  • The amount quoted, the deposit paid and the balance due, at a glance.
  • The copilot answers while your hands are busy, so no lead slips away.

Fields it creates for you

Job site addressType of workUrgencyQuote amountDeposit paidWarranty end

Your pipeline

New requestQuote sentScheduledIn progressInvoiced

Freelancer

Projects in your head, follow-ups slipping through.

Before, the usual mess

  • Prospects buried in your inbox, notes spread across three apps.
  • Follow-ups you meant to send, then forgot.
  • No clear view of what each project is worth or when it is due.

After, your Standin CRM

  • Each client is a record: project type, package, deadline, rate.
  • The copilot drafts your follow-ups so quiet leads do not go cold.
  • See your pipeline value and what is due this week, instantly.

Fields it creates for you

Project typePackageDeadlineRateDeliverables linkStatus

Your pipeline

New enquiryProposal sentIn progressDeliveredPaid

Small service business

More clients than anyone can track from memory.

Before, the usual mess

  • Clients on a spreadsheet nobody keeps up to date.
  • Recurring visits and one-off jobs all mixed together.
  • The team asks who is next, and the answer lives in your head.

After, your Standin CRM

  • Every client and site in one place, individuals and contracts alike.
  • Recurring visits, next date and amount due, all tracked.
  • The money page totals quotes, deposits and what is still owed.

Fields it creates for you

Client typeSite addressServiceContract numberAmountNext visit

Your pipeline

LeadQuotedContract signedActiveRenewal

We are a new product, so these are worked examples of the generated CRM, not customer stories. Real customer results will appear here as they come in.

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