Customer history
Keep contact details, conversations, notes and linked work together so the next person has the context.
Dacite CRM · Included with Core
One place for the customer,
the work, and what’s next.
Keep customer conversations, jobs and tasks in one place. Dacite sets up the CRM for your team and keeps it running. Unlimited users are included with Core.
Free 30-minute audit · Your website, calls and follow-up
Follow the customer
From first inquiry to finished work.
Explore the sample customer record, conversation, job checklist and follow-up using the buttons below.
Illustrative walkthrough · Fictional records · Core CRM
JD
Callback requestedJohn Doe
Website conversation
Conversation
Details for the team
ServiceNoisy garage door
LocationVacaville
Next stepCall after 2 PM to arrange a visit
JD
CustomerJohn Doe
Garage-door repair · Vacaville
Activity timeline
Service visit scheduledSep 17 · 3:00 PM · Assigned to Sample Two
Callback requestedGrinding noise when opening the garage door
Conversation savedWebsite inquiry · Customer prefers afternoons
Next actions
Confirm appointment and accessDue Sep 16 · Sample Two
Garage-door repairScheduled · Sep 17, 3:00 PM
Open service job →Gr
In progressGarage-door repair
John Doe · Sep 17, 3:00 PM
Service checklist
2 of 5 completed
✓Confirm appointment and access
✓Inspect door and identify the noise
Review findings with the customer
Complete approved repair
Test operation and record service notes
Visit notes
Customer reports grinding during opening. Inspect the door and review the findings before additional work.
Assigned toSample Two
Accepted workDEMO-1042
Gr
CompletedGarage-door repair
John Doe · Work saved to customer history
Service checklist
5 of 5 completed
✓Confirm appointment and access
✓Inspect door and identify the noise
✓Review findings with the customer
✓Complete approved repair
✓Test operation and record service notes
Customer follow-up
Check that the door runs smoothlySep 21 · 10:00 AM Pacific · Sample Two
Call John Doe to check the repair and answer any questions.
Follow-up saved with a linked task
A reminder for the team. No message has been sent.
What’s inside
Customer records, jobs and tasks.
Pipelines and stage requirements
Track opportunities through your process and configure the details your team needs at each stage.
Service jobs and checklists
Record accepted work, scheduled visits, progress, checklists and completion details.
Tasks and follow-up
Assign the next action and due date. Configure automated no-reply follow-up alongside staff reminders. Use the staff assistant to review customer history and a proposed task before confirming the change.
Online document signatures
Send a prepared estimate or agreement PDF for signature. Keep the signed document with the customer record.
Reports and lead sources
Review lead sources and pipeline progress using the information captured in your CRM.
Managed around your business
The CRM is part of the service.
Set up for your team
Customer fields, pipeline stages and follow-up rules matched to your process.
Connected to your inquiries
Calls, chats and forms bring the information into the customer workflow.
Managed by Dacite
Dacite handles setup and maintenance. Core also includes your website, Google profile and reviews.
Pricing
Start small. Or have it all managed.
Lead Capture works alongside your existing software. Core adds Dacite CRM, website upkeep, Google profile management and reviews.
Answer new inquiries
Lead Capture
$499/month
Call answering, website chat and basic follow-up, built and managed for you.
- AI receptionist answering calls 24/7
- Website chatbot that answers questions and collects lead details
- Missed-call text back
- Basic follow-up for new inquiries
- Appointment booking or callback requests, based on your rules
- Lead details sent to your team
- Monthly report on calls and captured inquiries
Month to month
Book a free auditRecommended · The full managed package
Core
$800/month
Your website, Google profile, reviews and customer records, managed together.
- Everything in Lead Capture
- Dacite CRM: customer history, service jobs, pipeline and tasks
- Unlimited users, with no per-user fees
- Send prepared estimate and agreement PDFs for signature
- Website hosting and routine updates
- Google Business Profile upkeep
- Google review replies
- Review request workflows, configured during setup
- Monthly report on inquiries, follow-up and CRM activity
Month to month · rate locked for six months
Book a free auditMore hands-on follow-up
Managed Growth
Starting at$1,200/month
Dacite runs campaigns, reviews follow-up and makes monthly adjustments.
- Everything in Core
- Reactivation campaigns for past customers and leads who can be contacted
- Advanced follow-up workflows
- Lead handoff and routing configured around your team.
- Monthly workflow review and optimization
- Monthly report on campaigns and follow-up
Month to month · setup quoted after the audit
Book a free auditSetup and configuration are included. Dacite configures the services in your package for your business and team. New features and complex integrations are quoted separately.
Need a new website? One-time build fee quoted after the audit. Redesigns, major additions and complex integrations are quoted separately.
Call and text allowances are agreed before setup. Automated texting starts after required carrier approval. Existing CRM connections are confirmed during the audit. High-volume and multi-location work is quoted to fit your operation.
FAQ
Using the CRM.
Can my whole team use it?
Yes. Core includes unlimited users with no per-user fees. Roles and access are set up around your team.
Does Core include an estimating or invoicing tool?
Core supports sending your prepared estimate or agreement PDF for signature. Invoicing and payments are not included in this published offer.
Can I keep my existing CRM?
Yes. Lead Capture can complement your existing software. Dacite scopes the connection and lead-delivery workflow during the audit.
Do reminders automatically message customers?
A task reminds your staff. An automated follow-up sends a customer message when its configured conditions are met. Dacite sets these up separately around your process.
Start with a conversation
Let’s look at how your business works.
The free 30-minute audit covers your website, calls and follow-up. Dacite can also arrange an after-hours test call to show what customers experience.