Capture
Calls, forms, chat and walk-ins all land in one pipeline.
Services / CRM & Automated Follow-Up
Stop Letting Leads Fall Through the Cracks
One simple dashboard for every enquiry, with automated text and email follow-up so no quote ever goes cold.
The problem
What This Is Costing You
Quotes sit in a notebook, a text thread, an inbox and a whiteboard. Half of them never get chased.
Most jobs are won on the second or third touch — but the second and third touch is exactly what a busy owner never gets around to.
Automating follow-up recovers revenue you have already paid to generate.
How it works
The System, Step by Step
Sequence
Timed texts and emails follow up until they reply or opt out.
Track
Pipeline stages show exactly where every job sits.
Close
Reminders and tasks keep the winnable jobs in front of you.
What's included
Everything You Get
- Centralised lead dashboard
- Automated text and email sequences
- Pipeline stages
- Task reminders
- Lead source tracking
- Mobile app access
Built for
Who This Suits
- Trades
- Home Services
- Auto Repair
- Hospitality
31%
more quotes converted with automated follow-up
0
enquiries lost to a forgotten callback
FAQ
CRM & Automated Follow-Up — Questions
Ready to stop losing quotes? Book your free audit.
Not sure which system you need? Start with the audit.
No commitment. No credit card. Just a clear picture of what's costing you customers.