Leads ready to ring
Search by trade and town with rating and website filters; limited companies come with Companies House director names. 200 lookups a month on Starter, 1,000 on Growth. Upload your own lists too.
Home / Who it's for / Small sales teams
A CRM for small sales teams that sell by phone.
Three to ten people, a target, and not enough hours to stitch tools together. Patchline gives a small team the leads, the dialler and the proposal in one place, and we set it up for you.
A small team's week
- Monday: build this week's list by trade and town
- Every day: a dial goal and a call-back queue
- Same call: book the visit and send the quote
- Friday: see who signed, who opened, who to chase
Sound familiar?
Why small teams outgrow the spreadsheet
- The owner sells between jobs, and nobody else knows who was promised a call back.
- Leads are copied from Google into a sheet, one at a time, and the director's name is a guess.
- Two people ring the same business in the same week.
- Quotes go out as attachments and get chased by phone, if anyone remembers.
- Big-company CRMs need an administrator you don't have.
What you get
Everything a small sales team uses, nothing it has to build
A sales dialler
Click to call from the browser on every plan, with recording. On Growth, auto-dial rings the next lead for the rep, within Ofcom's rules. No handsets or phone contract needed.
Nothing forgotten
A call-back queue that rings at the right time, a Today widget, a daily goal and a calendar with click-to-book slots and phone invites.
Quotes and e-signed proposals
Build a quote from your price list, send a branded proposal by email, text or link, and see when it's opened and signed. Monthly services become a contract signed the same way.
One owner's view
Per-rep logins, a leaderboard, lead assignment so two people don't ring the same business, and listen-back for coaching.
UK checks built in
TPS/CTPS screening, calling hours, consent records and a do-not-call list, on every plan. TPS screening →
Which plan
Starter or Growth?
Starter · £59 per rep
For one to three occasional callers. CRM, pipeline, calendar, scripts, browser dialer and recording, email to leads, 200 lookups. Minutes pay as you go at 4p. Manager seat £79.
Example: 3 × £59 = £177 a month, plus minutes.
Growth · £79 per rep
For teams that call every day. Adds auto-dial, lead scoring, 1,000 UK minutes per rep, 1,000 lookups, texts, the quote builder and AI call notes. Manager seat £99.
Example: owner + 2 callers = 3 × £79 = £237 a month, with the owner as the free manager seat.
Minimum 3 seats, first manager seat free, 2 months free when you pay annually, and no VAT added. Setup from £995: we load your branding, numbers, users, first list and script, then train the team. Full pricing →
Common small teams
Who this tends to suit
- Commercial cleaners and B2B service firms selling to offices, surgeries and shops.
- Web and marketing agencies with one or two people on new business.
- Recruitment agencies keeping business development going.
- Any small firm whose sales start with a phone call to another UK business.
We're only two people. Can we use it?
The minimum is 3 seats, reps plus managers, and the first manager seat is free. Two callers and an owner who manages is a common starting point.
Do we need someone technical to run it?
No. We set it up for you: branding, numbers, users, lead lists, scripts and training. After that it runs in a browser tab.
Can we keep our existing contacts?
Yes. Upload lists from CSV or Excel. Data migration from another system is part of the Enterprise setup (from £3,500).
Is there a contract?
Plans are per seat, per month, with 2 months free if you pay annually. Pilot partners agree a 3-month minimum, then monthly. Terms are set out in writing before you sign.
Do you charge VAT?
No. We aren't VAT registered, so no VAT is added to any price on this site.
See if it fits your team in 20 minutes.
We search for your kind of prospect, ring one in practice mode and send a proposal.