♙
Customer records
Keep names, contact details, service objects, locations and relationship history organized.
CustomerCaptain Nova
Objects1
♙ CRM + SALES PIPELINEKnow the customer.
Know the customer.
Know what happens next.
Galaxy Unit keeps leads, customers, quotes, jobs, invoices and follow-ups on one connected record — so the team can see the full relationship instead of reconstructing it from messages and spreadsheets.
♙Customer 360→Sales pipeline✦Copilot follow-ups
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What is CRM software for a service business?
CRM software keeps customer and lead information organized so a service business can track relationships, opportunities and follow-ups. In Galaxy Unit, the CRM is connected to quotes, jobs, invoices and activity history, so the customer record continues through the actual work instead of stopping after the sale.
FROM LEAD TO PAIDThe pipeline should follow
The pipeline should follow
the real business.
A lead does not disappear when the quote is accepted. It becomes scheduled work, completed work, an invoice and eventually revenue.
Galaxy keeps those stages connected so the owner can see where every opportunity is going and what the next action should be.
1LeadNew inquiry or opportunity enters CRM.
2QuoteScope and pricing are prepared.
3AcceptedCustomer approves the work.
4ScheduledJob receives date and crew.
5CompletedOperational work is finished.
6PaidInvoice and payment complete the cycle.
Active pipeline$31,940
Needs follow-up4
Needs scheduling3
CN
Captain NovaCustomer since May 2026Fictional demo recordCustomer revenue$8,266
Quotes3
Jobs2
Invoices2
Open value$3,616
Recent jobsView all
Hull polish · Jun 17$2,700
Exterior detail · May 30$1,950
DocumentsView all
Q-1084Viewed
INV-0974Paid
Service objectsManage
42 ft vesselPrimary
MarinaToronto
Open itemsReview
Quote follow-upDue
Next actionFollow up
CUSTOMER 360The customer is more than
The customer is more than
a phone number.
A useful CRM should answer: What did we quote? What work did we do? What did they pay? What is still open? What notes or service objects belong to them?
Galaxy keeps those answers on one relationship instead of scattering them across apps.
ACTIVITY HISTORYSee the relationship
See the relationship
in order.
Customer history becomes much easier to understand when quotes, jobs, invoices, payments and notes appear on the same timeline.
The next employee or future you can understand the relationship without reading months of text messages.
Captain Nova · ActivityNewest first
4 days agoQuote Q-1084 viewed$3,616 · Hull Polish + add-ons
Aug 12Quote Q-1084 sentSent from Galaxy Unit
Aug 9New opportunity createdCustomer requested new service pricing
Jun 18Invoice INV-0974 paid$2,700 payment recorded
Jun 17Job completedHull polish · 34 ft equivalent demo
May 28Customer createdCRM relationship started
CRM THAT CONNECTS TO OPERATIONSCustomer data should
Customer data should
do something.
The value of Galaxy CRM is not simply storing contacts. The customer record feeds the rest of the operating system.
→
Pipeline stages
Track opportunities from lead to quote, accepted work and scheduled jobs.
Quote sent3
Accepted3
⌁
Quotes, jobs and invoices
Commercial and operational records stay attached to the customer instead of becoming separate databases.
Open quote$3,616
Last invoicePaid
✦
Copilot follow-ups
Use customer context to surface items that need attention and prepare a follow-up for review.
Viewed 4d agoFollow up
ActionPrepare
CRM+ Customer
⌕ Search customer or service object
Captain Nova42 ft · TorontoQUOTE SENT
Follow upQuoteJob
Mike S.52 ft · Port CreditACCEPTED
Riverlight Marine38 ft · New inquiryNEW LEAD
CRM IN THE FIELDKnow who you're talking to
Know who you're talking to
before you call.
Mobile CRM should surface the relationship quickly: open value, last interaction, service object and next action — without forcing the owner through a desktop-sized database.
CRM QUESTIONSBuilt around how
Built around how
service businesses sell.
Clear answers help owners evaluate the product and give search and AI systems useful context without generic SaaS filler.
What should a CRM for a service business include?
A service-business CRM should keep customer contact information, opportunity status, follow-up history and the commercial context around the relationship. It becomes more useful when quotes, jobs and invoices remain attached to the same customer.
What is a sales pipeline in CRM?
A sales pipeline represents the stages an opportunity moves through, such as new lead, quote sent, accepted and scheduled. It helps the owner see where potential revenue is sitting and which opportunities need an action.
Why connect CRM to jobs and invoices?
Because the customer relationship continues after the sale. Connected jobs and invoices let the CRM show what work was delivered, what was billed and what remains open without copying information into a second system.
How can AI help with CRM follow-ups?
An AI assistant can use the existing customer and commercial context to surface items that need attention and prepare a follow-up for human review. The useful part is the context — for example, knowing that a specific quote was viewed several days ago and has not been answered.
♙
One customer record. The whole relationship.
Track the lead, quote, job, invoice and next action without rebuilding the story.