What's really going on

You've got 10+ people, 50–200 inquiries a month, and five inbound channels — referrals, phone, email, web form, LinkedIn. That's past the sticky-note stage. With multiple lines of business, the same customer can hit you three ways and get logged three times, or not at all. The LinkedIn channel says some of your work is commercial and lives on a slower sales cycle than a residential install call. Right now, leads slip in the gap between "someone answered the phone" and "someone scheduled the site visit."

What to do instead

1. Jobber Grow Team (~$349/mo for 10 users, verified) — one place for the install side: web form intake, quote, schedule the crew, invoice. Jobber plans run $29 to $529/month billed annually, built for solo contractors to 15+ person teams. It tracks incoming work requests in one place with custom request forms you share on your website or client hub.
2. Pipedrive Growth (~$39/user/mo annual, verified) — if the pain is your commercial/LinkedIn deals dragging for months, not scheduling. Growth adds full two-way email sync, workflow automation, email sequences, and group emailing.
3. Habit: one shared inbox for every channel. Route web form, LinkedIn DMs, and info@ into one Gmail label your front desk owns.

Do this today: Open a spreadsheet. List the last 30 inquiries. Add columns: channel, date in, first reply, quoted, won/lost, days-to-quote. You'll see the leak in an hour.

What you're being oversold

Someone will pitch you Salesforce or ServiceTitan. G2 reviewers note Pipedrive delivers comparable core CRM functionality at a fraction of Salesforce and HubSpot cost — for a 10-person shelving shop, Salesforce is a five-figure mistake. ServiceTitan is built for HVAC/plumbing dispatch at scale — wrong shape for custom shelving with commercial deals. HubSpot's free tier looks tempting, then the paid Sales Hub climbs fast once you want automation. Doing nothing costs you the slow-cycle LinkedIn deals first — those are the ones no one chases when the phone is ringing.

When to revisit this

When one channel — likely LinkedIn — starts producing deals worth 5x a residential job, and no one owns the follow-up.

The part worth getting right

You have to pick which side is bleeding more. If quotes go out fast but crews get double-booked and invoices go out late, Jobber first, pipeline second. If the crew runs smooth but you can't remember which commercial architect you talked to in March, Pipedrive first, Jobber second. Pick wrong and you'll pay for a year, migrate anyway, and retrain ten people. The signal is in your last 30 inquiries — which channel do you owe a reply to right now?