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Rodok for B2B service businesses

CRM for service business: from proposal to retainer

Turn inquiries into signed engagements and keep clients coming back for renewals and referrals.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Turn inquiries into signed engagements and keep clients coming back for renewals and referrals. Built around how B2B service businesses actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages B2B service businesses actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for B2B service businesses

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Inquiries, proposals and renewals in one pipeline
  • Email and calendar next to each client
  • Booking links for discovery calls
  • Pipeline and win-rate reports

Not what Rodok is for

  • Project and time tracking
  • Invoicing and payments
  • Scheduling of the work itself

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for service business owners keeps every prospect, proposal, referral source and renewal date in one place, so the next step never lives only in your inbox. This page is for B2B services: consultancies, agencies, IT providers and office cleaning contracts. It is also a CRM for small service business teams that sell proposals rather than products.

How services are sold to other businesses

A service is bought on trust before price. The buyer is usually an owner, an operations lead or a department head who has a problem and wants to know you will not make it worse. The cycle looks like this:

  1. Lead: a referral, an inbound email or a name you spotted.
  2. Discovery call: you learn the problem, the budget range and who else signs off.
  3. Proposal sent: a scope, a price and a start date.
  4. Negotiation: the scope shrinks, the term changes, a second approver appears.
  5. Won, project or first month: the work starts.
  6. Retainer or contract active: the revenue repeats.
  7. Renewal: the real second sale.

Name them however your trade does. A cleaning company says "walk-through" and "bid" where a consultancy says "scoping call" and "SOW." Rodok lets you set your own stages, and gives each deal an amount and a close date.

What matters in a service CRM

  • Referral sources as first-class records. Most service work arrives by introduction: an accountant, a past client, a partner agency. Log who referred each deal, so you can thank them and see who actually sends work.
  • A follow-up after every proposal. Proposals go quiet. A task on day 3 and day 7 beats hoping.
  • Renewal dates as deals or tasks. For a retainer or a cleaning contract, set a reminder well before the end date, for example 90 days, so renewal is a conversation and not a surprise.
  • Email and calendar on the record. Your thread history with a client is your memory.
  • Reports on stale deals. If proposals sit in "sent" for a month, you want to see them.

A simple setup

  1. Import your clients and prospects from a spreadsheet.
  2. Create your stages, with "Proposal sent" and "Renewal" as their own steps.
  3. Connect Gmail or Outlook and your calendar.
  4. For each active client, add the contract end date as a task with a reminder.
  5. Tag each deal with its source: referral, inbound or outbound.

Public events that precede a purchase

These are events a service provider can act on. Rodok Pro watches LinkedIn for the ones below; it does not see private budgets or contracts.

  • A company opens a new office or location. Cleaning, IT setup and security are bought around a move. Tracker: "companies announcing a new office in Denver." See new office or market.
  • A company hires the role you would replace or support. A firm hiring an IT manager or an office manager may be deciding whether to outsource instead. Tracker: "companies hiring an IT manager in Austin with under 100 employees." See hiring for your job.
  • A new marketing, operations or finance leader starts. New leaders review their vendors in their first months. See new executive.
  • A post asking for a recommendation. Tracker: "LinkedIn posts asking for a recommendation for a managed IT provider or a bookkeeping firm." See recommendation request.
  • A funding round or a visible growth push. See funding round.

A first message example

An example, not a template:

Hi Marcus, I saw Northgate is opening a second office in Denver. We handle IT setup for small offices, including the first-week equipment and accounts, so your team can work on day one. If it is useful, I can send a one-page plan for a 20-person office. Who is handling the move on your side?

Where Rodok fits and where it does not

Rodok is a sales CRM. It tracks the selling: contacts, companies, deals, reminders, email, calendar, booking links and reports. Pro adds LinkedIn signals, a lead database and sequences for finding new prospects.

It is not a delivery system. It does not do invoicing, time tracking, crew scheduling, job costing or project management. Keep those in the tools built for them, and let Rodok own everything up to "signed" and the renewal after it. Starter is $29 for 3 seats and Pro is $79 for 3 seats. For more on the pipeline concept, see the sales pipeline definition.

Frequently asked questions

Do I need a CRM for a small service business?

If you have more than a few clients and prospects at once, yes. The cost of a proposal that went quiet, or a retainer that lapsed because no one called, is usually larger than the cost of the tool.

How do I track recurring clients and renewals?

Treat the renewal as its own deal with the contract end date as the close date, or set a task with a reminder 90 days out. Then the renewal conversation starts early.

Can Rodok send invoices or schedule my crew?

No. Rodok is for the sales side. Use your accounting and scheduling tools for invoices, hours and jobs, and keep the deal history in Rodok.

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