CRM & Dispatch

One board for every lead, customer, and crew.

Sims360's CRM tracks every touch from first quote to renewal. Dispatch and scheduling give you a live, map-based view of the day, with drag-and-drop rescheduling and route optimization built in.

CRM

Every lead accounted for

Instant quotes become leads, customers, and recurring services, with a full timeline of activity, notes, and communication.

  • Unified lead + customer database, tagged and searchable
  • Deal stages tuned for service businesses
  • Notes, files, quotes, jobs, and invoices on one profile
  • Recurring service plans with automatic renewal

Melissa R.

Lawn + Pest

Quoted

The Alvarez family

Quarterly pest

Active

GreenSide HOA

Commercial lawn

Proposal

Kevin T.

Mosquito

New lead
Dispatch

Map-based dispatch that plans itself

See every job for the day on a map, drag to reschedule, and let route optimization tighten your day so trucks spend less time driving and more time servicing.

  • Live map view of jobs, crews, and drive time
  • Drag-and-drop scheduling across days and technicians
  • Route optimization to cut windshield time
  • SMS/email notifications when a tech is on the way

Mon

Pest · 8a
Lawn · 9a
Pest · 10a

Tue

Lawn · 8a
Pest · 9a
Lawn · 10a

Wed

Pest · 8a
Lawn · 9a
Pest · 10a
Route optimized. Saved 42 mi today.

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