From Sticky Notes & Spreadsheets to Closed Deals.
Organize your clients, pipeline, and follow-ups in one simple dashboard. Built for service businesses that run on relationships. Need to hire? Try our ATS.
Sound Familiar?
Still managing clients from spreadsheets?
Don't overlook potential and current customers by forgetting to follow up.
Client info scattered everywhere
Contact details in your phone, notes in your email, invoices in a folder. Offerday puts it all in one place.
Missing follow-ups and losing deals
You meant to follow up with that lead three weeks ago. Task automation ensures you never miss another one.
No visibility on your pipeline
You can't close what you can't see. A visual sales pipeline shows exactly where every deal stands.
How It Works
Built for how your business actually runs.
Three ways small businesses use Offerday to stay organized and close more deals.
Service Professionals
Real estate agents, contractors, attorneys, accountants, and more
All of your clients' contact information, documents, invoices, and notes are always one click away, from any device. No more digging through emails and folders.
- ✓Full client profiles with contact info, notes & documents
- ✓Invoice and contract storage per client
- ✓Task reminders so nothing falls through the cracks
- ✓Access from any device, anywhere
Wholesale & Sales Pipeline
Coffee wholesalers, distributors, B2B sales teams
See exactly where every deal stands, no more guessing. Offerday's card view maps your entire sales funnel visually, so you can spot stalled deals, schedule follow-ups, and close faster.
- ✓Visual card view of your entire pipeline
- ✓Drag and drop deals between stages
- ✓Set reminders directly from the card or table view
- ✓Never miss a follow up on a potential deal
Events, Trade Shows & Inbound
Coffee cart pop-ups, trade show vendors, service businesses
Turn every event lead into a customer. Capture contacts from pop-ups or your website with a custom form or shareable link. Automatically route them into the right stage of your pipeline.
- ✓Custom embeddable forms for your website
- ✓Shareable link for events and trade shows
- ✓Easily important excel or csv files
- ✓Instant notification when a new lead comes in
Customer Stories
What Customers Have to Say
“Offerday was extremely easy to set up. The team is very supportive and responsive to any questions I had prior to implementing their platform on our website.”
“Better than a spreadsheet and not loaded with features I won't use. It's easy to navigate and keeps my clients organized exactly how I need it.”
“Toggling between the CRM and Hiring tool is extremely easy and intuitive. It's a unique combination that works for our small team in one affordable system.”
Ready to get organized?
Start your free 30-day trial today. No credit card required, no complicated setup — just a simpler way to manage your clients.