Customer & Lead Management

Turn every lead into a loyal client.

Track prospects from first call to signed contract. Brik gives you a visual pipeline, rich client profiles, and a full communication history so nothing falls through the cracks.

Sales Pipeline 7 deals
New Lead 3
Mike Peterson
Kitchen remodel
$14,200
Hot
Sarah Chen
Bathroom renovation
$8,500
Referral
Qualified 2
James Walker
Deck build
$6,800
Warm
Lisa Ortega
HVAC replacement
$11,400
Hot
Won 2
David Kim
Roof repair
$4,200
Referral
Rachel Ford
Plumbing overhaul
$3,900

Everything about your client, in one place.

Name, address, project history, notes, tags, custom fields. Every interaction is logged automatically so your whole team is always on the same page.

MP
Mike Peterson
Peterson Residence
Active Client
Phone
(503) 555-0142
Address
742 Evergreen Terrace, Portland OR
Source
Google Ads
Lifetime Value
$32,400
VIP Repeat Client Referral Source

See where your leads drop off.

Visual conversion funnel shows exactly how leads move through your pipeline. Spot bottlenecks, improve your close rate, and focus your energy where it counts.

New Leads 0
Qualified 0
Won 0
0%
Qualification Rate
0%
Close Rate
$0
Avg. Deal Size

Tag, note, and customize everything.

Color-coded tags for instant filtering. Rich notes on every client. Custom fields that match how your business actually works. No more sticky notes on your desk.

Tags & Notes
Residential Priority Kitchen Repeat Client Portland Metro
Notes
Property Type Single Family
Sq Footage 2,400
Preferred Contact Text

Every conversation, one timeline.

Emails, calls, texts, estimates, invoices. See every touchpoint with a client in chronological order. Never ask "did anyone follow up?" again.

Email Sent
Initial quote sent for kitchen remodel
Mar 8, 2026 · 2:15 PM
Phone Call
Discussed material options (12 min)
Mar 7, 2026 · 10:30 AM
Estimate Created
Kitchen remodel estimate #1042 ($14,200)
Mar 6, 2026 · 4:45 PM
Site Visit
On-site measurements and photos taken
Mar 5, 2026 · 9:00 AM
SMS
Confirmed site visit appointment
Mar 4, 2026 · 11:20 AM

Ready to close more deals?

Start tracking leads and managing clients in minutes. No credit card required.