SRV.06 — CRM

Never Lose a Lead Again

Every quote request, every phone call, every job — tracked from first contact to completed work. My built-in CRM is designed specifically for trade businesses: simple enough to use on your phone between jobs, powerful enough to run your whole operation.

Included from Growth ($370/mo)
Pricing
No extra software, no third-party subscriptions
Upfront cost
14 days
From chat to live
WHY.CRM_LEAD_TRACKING

Why this matters for your business

Every dollar you spend on digital should answer one question: will this get me more jobs?

01

Most tradies lose 30% of leads to disorganisation

A quote request comes in while you are on-site, you mean to follow up, and a week later you have forgotten. That lead went to a competitor who called back the same day.

02

Speed wins jobs

The tradie who responds fastest gets the job. A CRM that sends you an instant alert when a lead comes in — and makes it easy to respond on your phone — wins more work.

03

You need visibility over your whole operation

Open quotes, active jobs, team availability — if you have to make ten phone calls to know where things stand, something is broken. A dashboard gives you the full picture in seconds.

04

No third-party software needed

Most CRMs charge $50-200 per month on top of your website costs. Mine is built directly into your site — no extra subscriptions, no logging into three different systems.

SRV.06 — CRM

What you get

Everything included in crm & lead tracking, with no hidden extras.

01

Lead dashboard

Every quote request from your website appears in your lead dashboard automatically. See name, contact, job details, and status at a glance.

02

Job tracking

Track every job from quote to completion. Status updates, notes, assigned team members, and job history — all in one place.

03

Team roster

See who is working where and when. Assign jobs to team members and check availability without a single phone call.

04

Calendar view

A visual calendar showing all active and upcoming jobs. Helps with scheduling, spotting gaps, and planning capacity.

05

Daily email summaries

A daily digest hitting your inbox every morning with open leads, active jobs, and what is on for the day. Stay across everything without logging in.

06

Mobile-ready admin panel

The full CRM works on any phone or tablet. Update job status from the ute, review leads between jobs, roster your team from the couch.

PRICING

Included from Growth ($370/mo). $0 upfront.

No extra software, no third-party subscriptions. See the full breakdown on the pricing page.

$0
upfront cost
14 days
from chat to launch
No lock-in
cancel after 6 months

Stop losing leads to disorganisation

Book a 15-minute call. I will show you the dashboard live and explain how it connects to your website.