CRM for small service businesses

Turn every lead into a paid invoice without losing track.

TabSly keeps leads, jobs, quotes, invoices, and expenses in one place, kept in sync between your team's phones and the web — so nothing sits forgotten in a notebook or a WhatsApp thread.

Talk to us about TabSly See the mobile app
LeadClientPaid

Everything in one place

Built around how a small team actually works

No modules to configure, no seat-by-seat feature gating - every account gets the full pipeline.

Leads & clients

Track every enquiry from first contact to signed client, with full history in one record.

Tasks & subtasks

Assign work to the right person, break jobs into steps, and see what's overdue at a glance.

Quotes & invoices

Send a quote, convert it to an invoice once approved, and email a branded PDF straight from the app.

Expenses

Log costs against a job or the business as a whole, and see what's still unpaid this month.

Reminders

Automatic nudges by email or WhatsApp for follow-ups, due invoices, and upcoming tasks.

Reports

Revenue, expenses, and cash flow by month, on a dashboard built for a quick morning check.

Mobile app

Works from a job site with no signal, syncs the moment it's back

The TabSly mobile app keeps a full offline copy of your leads, tasks, clients, and expenses, so field staff can keep working without a connection. Changes sync automatically once they're back online.

  • Try it with no account. Demo mode lets anyone explore leads, tasks, expenses, and clients on-device, free; nothing leaves the phone until they choose to go live.
  • Go live in one step. Log in and everything created in demo mode carries over; no data re-entered, no data lost.
  • One dashboard, two screens. The same data, kept current on the web app for the office and the mobile app for the field.

Ready to keep tabs on your business?

We're onboarding a first group of businesses directly : tell us a bit about yours and we'll set your account up.

Talk to us about TabSly