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CRM & Automation

Never lose another lead to slow follow-up.

Leads go cold in minutes. Our CRM replies instantly, chases every quote and books jobs in while you're on the tools, so every enquiry your ads bring in gets followed up.

Book a free strategy call What's included

What you get

A CRM built for home improvement businesses, set up and automated for you, so it's something you actually use.

  1. 01

    Instant replies

    Every new lead gets a text and email within seconds, day or night, and missed calls get an automatic text back so nobody slips away.

  2. 02

    Pipeline board

    See every job at a glance, from new enquiry to survey booked, quote sent and won. Drag a card and the next automation fires.

  3. 03

    Quote follow-ups

    Automatic, friendly chasers after every quote, so you stop losing jobs just because you didn't have time to follow up.

  4. 04

    Booking & reminders

    Homeowners book surveys straight into your calendar, with reminders by text and email that cut no-shows.

  5. 05

    Reviews on autopilot

    When a job's complete, customers are asked for a Google review automatically, which builds the reputation that wins the next job.

  6. 06

    One inbox, one app

    Facebook, Instagram, text, email and web chat in one place, on your phone, so you can reply to customers from the van.

From first click to five-star review

Here's what happens automatically every time a new lead comes in.

  1. New leadFrom your ads, website or a missed call
  2. Instant replyText and email within seconds
  3. Survey bookedStraight into your calendar, with reminders
  4. Quote chasedAutomatic follow-ups until they decide
  5. Job wonMoved to won, team notified
  6. Review requestedSent once the job is complete

A real client's pipeline

This is a snapshot of a real pipeline from one of our home improvement clients, and only a small slice of what flows through it. Every enquiry from their ads lands here automatically and moves from first contact to measure booked.

A section of a client's CRM pipeline showing leads across New Lead, Contact Made, Measure Required, Measure Booked and Measure Complete stages, with customer details blurred
Customer names and phone numbers blurred for privacy.

Simple enough to use between jobs.

You don't need to be techy. We build the pipeline, write the messages and set up every automation around how your business actually works, then show you how to use it.

  • Done for youPipelines, templates and automations set up and tested before you go live.
  • Connected to your adsLeads from Meta, Google and your website land in the CRM automatically.
  • Know your numbersSee which leads turned into jobs, and how much they were worth.

CRM questions

Do I need to be good with technology?
Not at all. We set everything up for you and walk you through it. Day to day, most of it runs on its own. You reply to customers and move jobs along.
Can I use it on my phone?
Yes. There's a mobile app for iPhone and Android, so you can reply to leads, check your calendar and update jobs from site.
Can you move my existing customers over?
Yes. We can import your existing contacts and set up your pipeline so you start with everything in one place.
Does it work with the ads you run for me?
That's where it shines. Leads from Meta Ads, Google Ads and your website flow straight in and get an instant reply, so none of your ad spend is wasted on slow follow-up.
Can I use the CRM without your ads?
Yes. Plenty of businesses use it to organise the leads they already get from word of mouth, their website and lead sites. Book a call and we'll talk through what would suit you.

Turn more of your leads into jobs.

Book a free strategy call and we'll show you how the CRM would work for your business, from first enquiry to five-star review.

Book your free call