Client and contact records
Keep the organisations and people you work with in a structured CRM rather than scattered contact lists.
Optional JobCue module
Keep the relationship connected from first opportunity to live work.
CRM & Sales gives JobCue a structured place for organisations, contacts and commercial opportunities before they become delivery work, reducing the handover gap between sales and operations.
Sales pipeline
£84k open6 opportunities
Discovery301
Proposal202
Decision103
What buyers are looking for
Looking for CRM and sales pipeline software?
CRM and sales pipeline software is most useful when the relationship does not stop at “won”. JobCue keeps the client and opportunity context available as work moves into delivery.
Opportunity tracking
Maintain the sales context while work is still being discussed and shaped.
Commercial progression
Move from opportunity and proposal activity toward a live job without throwing the customer context away.
Communication history
Keep useful contact and communication context around the client relationship.
Connected job creation
Carry the right customer context into Job Management when an opportunity becomes real work.
One customer view
Give commercial and delivery teams a shared understanding of who the customer is and what is happening.
Who benefits from CRM & Sales
Use CRM & Sales where it removes uncertainty from real work.
Agencies and service businesses
For teams where account management, proposals and project delivery need to hand over cleanly.
Business development teams
For organisations that want opportunities visible before they become jobs.
Account managers
For people who need customer history alongside the work currently being delivered.
Relevant industries
See where CRM & Sales fits.
Browse the industries where this feature is especially useful, grouped by sector so you can get to the most relevant workflow quickly.
42Industries
9Sectors
Creative, Marketing & Digital
9 industriesEvents, AV & Production
12 industries
Exhibition Builders→
Live Events & Productions→
AV Companies & Integrators→
Event Agencies→
Experiential & Brand Activation Agencies→
Video & Film Production Companies→
Photography Studios & Production Agencies→
Set & Scenic Production Companies→
Theatre & Entertainment Production Companies→
Technical Production Companies→
Lighting & Production Rental Companies→
Podcast & Content Production Companies→
Print, Build & Physical Environments
4 industriesTechnology & Managed Services
3 industriesProfessional Services & Training
2 industriesRental & Hire Services
3 industriesField Service & Maintenance
3 industriesEngineering & Technical Services
3 industriesSpecialist Creative Production
3 industriesWhy JobCue
Sales and delivery should not become two different versions of the customer.
JobCue keeps the relationship close to the operational platform. When work is won, the context can continue into the job rather than being re-entered from a CRM that stops at the sales handover.
✓Optional and independently enabled
✓Closer sales-to-delivery handover
✓Customer context stays connected to live work
Connected by design
Optional modules extend JobCue without becoming accidental dependencies for unrelated workflows.
Connected without duplicate updates
Let CRM & Sales inform the rest of the Job.
When an event in CRM & Sales matters to delivery, a permission-controlled automation rule can update a related task or programme item. The same organisation, Job and Project context is reused, while Users retain a manual override for exceptions and work completed elsewhere.
Less duplicate administration
Carry qualified client information from enquiry into delivery
Contacts, organisations and opportunities become reusable context when work is won. Teams avoid creating the same client in disconnected sales and delivery lists.
Convert an opportunity into operational work
Reuse approved contact details on a Job
Prompt follow-up when a sales stage changes
Common questions
Questions about CRM & Sales
Can client information be reused on Jobs?
Yes. Connected records reduce duplicate entry while keeping the original client relationship visible.
Does JobCue send every follow-up automatically?
Only where an authorised User configures an appropriate rule; manual communication remains available.
Microsoft 365 integration
Keep client delivery dates near Outlook without importing an entire address book.
Microsoft 365 mapping is explicit and permission controlled, allowing Job activity to connect selectively while CRM ownership remains clear in JobCue.
See how CRM & Sales fits your JobCue setup.
Choose your Users and modules, see the live monthly price and create your JobCue organisation online.