For service businesses
From first enquiry to paid invoice, in one place
Catch every enquiry, keep each customer's history together, run the job, and get paid, without stitching together a CRM, a task tool and an invoicing app.
Free for up to 3 users. No credit card required.
How does Slateo help a service business?
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Slateo connects the whole path of a service business: an enquiry arrives on WhatsApp and becomes a lead, the customer's record keeps every conversation, the quote moves through a pipeline, the job runs as a project with tasks and owners, and the invoice goes out by email with the PDF attached. Everything stays linked, so anyone on the team can see where a customer stands.
Enquiries
No enquiry slips through
Connect your WhatsApp Business account and every new number that messages you becomes a lead in Slateo. Reply from the customer's record, or link the lead to an existing customer.
WhatsApp and Instagram →
Customers
Every customer's history in one record
Keep contacts, calls, emails, meetings, notes and WhatsApp messages on one timeline, with the customer's deals, invoices and reminders beside them.
Customers →
Invoices
Invoice the job as soon as it's done
Create an invoice from the customer or the deal, with line items, tax and discounts, and email it with the PDF attached. Record payments and see what's still owed.
Invoicing →
On the job
Your team's work, on their phones
Install Slateo from the browser on any phone. Staff out on jobs see what's assigned to them, update tasks and check their inbox without going back to a desk.
Mobile →
Also for service businesses
Quote pipeline
Move each quote from enquiry to won or lost, with its amount, probability and expected close date.
Jobs as projects
Run each job or engagement as a project with stages, owners and due dates.
Follow-ups
Set a reminder on a customer, a deal or an invoice and assign it to someone.
Request forms
Share a form for service requests, and turn each response into a task.
Free while you're small
Free covers up to 3 users, 1,000 customers and 100 invoices. Pro adds unlimited users and invoices, 5,000 customers and 5 pipelines.
Questions
Can customers reach us on WhatsApp?
Yes. Connect your own WhatsApp Business account in Slateo. Messages appear on the customer's record, your team replies from there, and new numbers become leads automatically.
Can we send quotes and invoices?
Track each quote as a deal in your pipeline, and when it's won, create the invoice from the deal with line items, tax and discounts, then email it with the PDF attached.
Does Slateo work for staff who are out on jobs?
Yes. Slateo installs from the browser on any phone. Staff see the tasks assigned to them, update them and read their inbox on the move.
Is there an industry app for my business?
If you run a factory, an event venue or a restaurant, see the Slateo apps built for those industries. For other service businesses, the main Slateo app covers enquiries, customers, jobs and invoices.
Run your service business from one place.
Set up your free workspace now. No credit card required.