Can I customize pipeline stages?

Yes. You can create, rename, and reorder pipeline stages to match your exact sales process.

Does Joby integrate with my phone system?

Joby has a built-in Twilio-powered dialer. Calls, recordings, and voicemail are all included.

Can I import leads from another CRM?

Yes. CSV import lets you migrate contacts, leads, and custom fields from any system.

Is there a free trial?

Eligible business accounts can start a free trial. Trial duration and payment requirements are shown at signup.

Sales CRM

Sales CRM built for service teams.

Manage your entire sales process from first call to closed job. Joby's CRM is designed for the speed and volume of home-service businesses.

Try it free Contact sales

Home service estimator reviewing Joby CRM sales pipeline with a customer outside a home

Lead to closed job

Lead capturedEstimate sentJob won

Joby — Pipeline View

PipelineContactsActivity

New Lead12 deals

Contacted8 deals

Quoted5 deals

Scheduled3 deals

Closed Won2 deals

Key features

Visual drag-and-drop pipeline with custom stages tailored to your workflow

Full customer history: calls, texts, jobs, estimates, and payments in one view

Assign leads to office agents or teams with one click, set follow-up reminders automatically

Custom fields let you track the data points unique to your industry

Mobile CRM access for techs in the field via iOS app

Real-time dashboards showing conversion rates, deal velocity, and revenue by source

Capabilities

Kanban Pipeline

Drag deals through stages visually

Contact Management

Unified customer profiles with full history

Lead Assignment

Round-robin, manual, or rule-based routing

Follow-up Reminders

Never miss a callback or check-in

Custom Fields

Track any data point you need

Bulk Actions

Update, assign, or message multiple leads

Import & Export

CSV import from other CRMs

Source Tracking

Attribute leads to ad campaigns

Team Collaboration

@mention teammates on deals

Activity Timeline

See every interaction chronologically

Mobile Access

Full CRM on iOS for field techs

Search & Filters

Find any deal by any field instantly

How teams use it

Business Owner

See pipeline health, revenue forecasts, and office agent performance across your entire operation from a single dashboard.

Dispatcher

Assign incoming leads to available techs, manage callback tickets, and keep the pipeline moving without bottlenecks.

Field Worker

View assigned leads, update job status, access customer history, and get directions — all from the iOS app.

Frequently asked questions

Ready to get started?

Start your 14-day free trial. Credit card required.

Start free trial Contact sales