Sales pipeline
Deals as cards by stage, quotes and deposits from the deal, and won work that turns into jobs.
More on sales pipelineIceBubble CRM
Delivery management
When a deal is won, the work starts. In IceBubble CRM the delivery plan is already waiting, laid out on a Gantt chart the whole team can see.
Between winning the work and doing it
The project plan is a spreadsheet, and by Wednesday it is out of date. One job slips and nobody is sure what else moves with it. The client rings to ask where things are, and someone has to ring round to find out.
Delivery management keeps the plan in the CRM, next to the deal it came from and the jobs your team already works on.
How it works
1Set up your job plans once
Build a plan for each type of work you do, with its stages, who usually runs each job, how long it takes, what it follows, and the checklists that go with it. Do it once in Settings and every new project of that type starts from it, rather than from a blank page.
A job plan with stages, owners, durations and checklists 2Win the deal, get the jobs
Mark a deal as won and pick a job plan. The jobs, stages and checklists are created there and then, with dates worked out from the start date you choose.
Winning a deal creates its jobs from the plan 3See the whole project on one Gantt
Every job on one chart, in days, weeks or months, with progress, owners and a line for today. Drag a bar to move it, set what follows what, and see the next milestone at a glance.
4See the knock-on before you commit
Shift the plan or move a job and you get a preview first, showing every job that moves, from what date to what date, and any that land past their agreed dates. Apply it, or cancel and nothing changes. Tick a box to tell the people whose dates moved.
The preview shows every knock-on move before anything is saved 5A baseline, so slippage shows
When the client agrees the plan, set the baseline. The agreed dates are drawn as a grey line under each bar, so any slippage is plain to see. If the client asks what changed and when, you can show them.
The agreed dates sit under each bar 6Every plan on the dashboard
Open plans sit on the dashboard as red, amber and green, at-risk ones first with the reason, how many jobs are done and what is next. Managers can see which projects need attention without opening each one.
Every open plan, at-risk ones first
The same jobs your team already works
The jobs in a delivery plan are the jobs your team already works in IceBubble CRM. They are booked on the planning board and worked on site from the app, with time, checklists and charges on the job, so there is nothing to export or keep in sync. If you use an AI assistant, it can read your delivery plans too: ask which projects are at risk and why, and it answers from the CRM.
Works with
Job management
Book the right person on the planning board, run the job from the app on site, and turn the hours into the invoice.
More on job management
Reports and AI summaries
Build your own reports and dashboards, and start each day with an AI summary of sales, jobs and support.
More on reports and AI summariesFrequently asked questions
Do I need a job plan for every project?
No. Start from a job plan when the work is familiar, or add stages and jobs by hand when it is not. You can mix both.
Can the plan change once it is created?
Yes. Move dates, add stages, change what follows what. The preview shows the effect before anything is saved.
Who gets told when dates move?
When you apply a change, you choose whether to notify the people whose jobs moved.
Does it work with the rest of IceBubble CRM?
Yes. Delivery plans are built from the same jobs, people and checklists as everything else, so there is nothing to keep in sync.
Book a demo
We'll show you the CRM using work like yours, and answer whatever you want to ask.
Prefer not to book online? Call 07766 120568 or email hello@icebubble.co.uk.