Use cases
Built for operators who sell and deliver service.
Transit isn’t a generic “CRM for everyone.” It’s for sole traders and small firms who need customers, jobs, money, and follow-ups in one system — with Piper able to run that same work in natural language.
Trades & field service
From the driveway call to the paid invoice.
A homeowner calls while you’re finishing another job. You need the name, address, what they asked for, and a quote that doesn’t live in a text thread forever.
- Capture the company and contact before you forget the details
- Start a deal on the board so the crew can see status
- Build a quote with labor and materials, then convert to invoice
- Ask Piper: “Create Acme Plumbing as a lead and a deal for water heater install”
Agencies & consultants
Retainers and proposals without inbox archaeology.
Clients bounce between account managers. Transit keeps the company, contacts, open deals, and signed agreements attached to the same record.
- Multi-contact companies with clear ownership
- Pipeline stages that match your sales process
- Contracts tied to the opportunity — not a random Drive folder
- Renewals and tickets after the win so delivery doesn’t fall off
Salons & personal services
Know the regular — and the open balance.
VIP notes, last visit, and unpaid invoices shouldn’t live in three apps. Transit keeps the relationship next to the money.
- Contacts with notes that travel with the customer
- Simple quotes and invoices for packages or services
- Follow-up tasks so rebooking doesn’t depend on memory
- Piper for quick create after a walk-in conversation
B2B services & small dealerships
Longer cycles, clearer stages, same full product.
When deals take weeks and multiple people touch the account, you need stage value and shared visibility — without enterprise module theater.
- Deal stages and pipeline value you can trust mid-call
- Quotes with catalog products and share links
- Invoices and offline payment recording
- Media folders for proposals, photos, and signed PDFs
Start today
Try the full product free for 30 days.
30 days. No credit card. Create your account here, then open the app and start the guided walkthrough.