Everything ThreeM does
From the first enquiry to the paid invoice. Here is what the system does — and for every part, you decide how it works.
What it does
One file, from first email to final invoice
The enquiry, the quote, the appointment, the work order and the invoice all belong to the same job. So here they sit together, instead of in four different programmes.
CRM with a fixed pipeline
Every enquiry gets a customer card with location, source and the date of first contact. You drag it through your own stages, each with a win probability, so your forecast tracks reality.
Quotes with online approval
Send a quote as a web page and a PDF. You see whether it was delivered, opened and read. The customer accepts in one click and signs digitally — no scanner needed.
Invoices and reminders
From signed quote to invoice in one click. Part invoices, instalments and automatic reminders on the days you choose. You always know what is still outstanding.
A calendar that knows your route
Connect your Google, Outlook or Apple calendar. For a new appointment ThreeM works out which day means the least detour and suggests times to match.
Automatic follow-up
A new lead gets a confirmation within a minute. After that, email, WhatsApp or SMS go out at the moments you set — until the customer replies or you take over.
One inbox for every channel
Email, WhatsApp, forms from your website, Meta leads and enquiries from lead portals all arrive in the same place. Including what a lead costs per source, so you know where your money goes.
Ready-made messages
Called, no answer. Site visit confirmed. Installation scheduled. Prepared messages you send in two clicks, with the customer’s details already filled in.
Work orders and site surveys
Record measurements, photos and notes on site. The customer signs on your phone and the report attaches itself to the right file.
Overview and forecast
A dashboard showing what is coming in this month, what sits in the pipeline and which source brings the most revenue. In tables you can export.
Set it up your way
Every feature comes with a settings screen. Your own stages, your own wording, your own VAT rules, your own branding on quotes and invoices.
Work together
Give your fitter, your sales rep or your bookkeeper exactly the rights they need. Everyone sees the same file, nobody sees more than necessary.
Works on your phone
ThreeM is made to be used on the road. Install it as an app on your home screen — native apps for iPhone and Android are on the way.
Fixed pipeline
You can see your month coming
Every stage carries a win probability. ThreeM turns your open quotes into an expected revenue figure — and flags files that have been sitting still too long.
10%
New enquiry
25%
Contact made
50%
Surveyed
70%
Quote sent
100%
Won
You set your own stages and percentages. This is only where we start.
Start today, nothing to install
Create an account, prepare your first quote and see whether it suits you. Fourteen days, free.
No card required · set up in five minutes