Stop losing leads. Track every enquiry, every job, every client — in one place.
Placid CRM is built for service-based businesses that need simple sales tracking, not corporate bloat.
Capture new enquiries, manage your clients, track tasks, and book jobs, all from a single dashboard.
👉 Get Started: PlacidCRM.com
See every lead and every client in one clean dashboard
Never forget to follow up again (tasks, reminders, next steps)
Track bookings and jobs from first contact to paid
Works for solo operators and growing teams
Built for real businesses like trainers, NDIS providers, consultants, tradies, and small agencies
No “enterprise” complexity. No 40-button screens. Just what you actually need to make money
✅ Lead Management
All new enquiries, all in one place. Know who contacted you, what they asked for, and where they came from.
✅ Client Profiles
Notes, history, bookings, and contact details for every client — so you always know the full story.
✅ Booking + Job Tracking
Connect with your booking system so you can see who’s booked, what’s confirmed, and what still needs action.
✅ Pipeline / Sales Stages
See exactly which jobs are “New”, “Quoted”, “Waiting”, “Won”, “Lost”. No guessing. You always know your money pipeline.
✅ Tasks & Reminders
Set follow-ups, assign actions, stay on top of work. Perfect for “call this client back”, “send invoice”, “confirm booking”.
✅ Team Access
Bring in staff or contractors so everyone sees what needs doing without 20 phone calls.
Training businesses and instructors
NDIS & support providers
Consultants and coaches
Marketing and service agencies
Beauty / wellness services
Trade and home services (repairs, maintenance, mobile services)
If you book clients, quote work, or manage jobs — Placid CRM is built for you.
Placid CRM can sit beside your booking system so you can:
Capture a lead
Book them into a session / job / support block
Track the work through to completion
Keep notes and communication in one place
No more “leads in email, jobs in calendar, notes in your head”.
👉 Start with Placid CRM: PlacidCRM.com
Most small businesses don’t fail because of no leads.
They fail because no one followed up.
Placid CRM fixes that.
It gives you a simple way to make sure every lead gets contacted, every client gets looked after, and every booked job actually happens.
You’ll close more work just by being organised.
We can help you get your system running:
We’ll set up your pipelines and stages
We’ll load your services / programs / supports
We’ll show you how to track each client properly
🌐 PlacidCRM.com
Own your leads. Control your pipeline. Stop missing revenue.
👉 Launch Placid CRM now at PlacidCRM.com