🚀 Tutorials
Learning-oriented guides that take you by the hand through getting started with the CRM.
Perfect for new users who want to get up and running quickly.
inspect.systems CRM Documentation
Everything you need to master your sales pipeline and grow your inspection business
Choose your path
Section titled “Choose your path”🛠️ How-to Guides
Problem-oriented step-by-step guides for common CRM tasks.
Great for users who know what they want to accomplish.
📖 Reference
Information-oriented technical descriptions of the CRM system.
Essential for looking up specific details and API information.
💡 Understanding
Explanation-oriented discussions of key topics and concepts.
Perfect for understanding the “why” behind the CRM design.
What is inspect.systems CRM?
Section titled “What is inspect.systems CRM?”The inspect.systems CRM is a complete customer relationship management system designed specifically for inspection services. It helps you:
- Track leads through a 4-stage pipeline (New → Contacted → Qualified → Closed)
- Score prospects using intelligent lead scoring (85-95 range)
- Manage contacts with complete customer information
- Analyze performance with real-time dashboard statistics
- Follow up effectively with integrated notes and scheduling
Quick stats
Section titled “Quick stats”Current system overview:
- 127 total contacts in the system
- 23 new leads to contact
- 31 leads currently being contacted
- 18 qualified prospects ready for proposals
- 55 closed deals completed
- 47 new contacts added this month
Ready to get started? Jump into the Quick Start Guide →