CRM, Built for You
Every lead, quote and job. One system.
No more sticky notes, spreadsheets and half-remembered follow-ups. We set up and run a CRM built around how your business actually works.
One view of every job
Leads, quotes and active jobs tracked in one place, not three.
Nothing goes cold
Automatic reminders so a quote from three weeks ago doesn't get forgotten.
Know what's working
See which leads convert and where enquiries are actually coming from.
What's included
Set up properly, kept clean.
Platform selection based on your team size and budget
Migration of existing contacts, leads and job history
Pipeline stages matched to how you actually sell
Website, phone and AI receptionist leads flowing in automatically
Automated follow-up reminders for quotes and stale leads
Team training and onboarding
Monthly clean-up so data doesn't rot
Reporting on lead sources and conversion
Pairs well with AI Receptionist & Chat and Invoice Auto-Payment, so a lead becomes a job becomes a paid invoice without manual re-entry anywhere.
FAQ