CRM and follow-up
Follow-up that happens even when you are on the tools
A simple CRM for tradesmen and service businesses. Every lead is tracked, and every unanswered enquiry or unsigned quote gets chased automatically.
Free 20-minute call. No contracts pushed. Takes 30 seconds.
- We run our own service business
- Live within 7 days
- No contracts pushed
New2
- SarahRoof clean, ChelmsfordAlert sent
- TomPatio clean, MaldonAlert sent
Contacted1
- DaveDriveway, BrentwoodFollow-up 2
Quoted1
- PriyaGutters, WithamChased today
Booked1
- MarkRoof clean, BraintreeThursday
The problem
Where leads go cold
Most lost jobs are not lost to a cheaper firm. They are lost to silence.
- A new enquiry sits unread until the evening
- You ring once, get no answer, and never try again
- A quote goes out and nobody asks if it landed
- Leads live in texts, emails and your head
- Past customers are never asked for a repeat job
The gaps in a busy week
You are up a ladder at 11am. A lead comes in. You see it at 6pm, and by then they have spoken to two other firms. We run an exterior cleaning business, so we know that week well.
None of this is laziness. It is a busy owner doing the actual work. The fix is not working longer hours. It is a lead follow up system that does the chasing for you.
If your leads come from ads, our lead generation service brings them in and this service makes sure every one gets followed up.
Tired of leads going cold? Start here
Free 20-minute call. No contracts pushed. Takes 30 seconds.
- We run our own service business
- Live within 7 days
The pipeline
New, contacted, quoted, booked
Four columns. You always know where every lead stands.
New
The lead has just arrived and you have been alerted on WhatsApp.
Contacted
You have spoken, or the automatic follow-up has started.
Quoted
Your price is out and being chased for you.
Booked
The job is in the diary and the customer has a confirmation.
Most CRMs are built for sales teams with a desk. Ours is built for someone with a van and a phone. Every lead drops into New on its own, with their name, number, postcode and the job they want. Tap a lead to call, text or move it along. No training, no jargon.
Automatic follow-up
Every lead chased, without you
Quote follow up automation that sounds like you and stops the moment they reply.
Day 0: instant text
Within a minute of the enquiry, the lead gets a text from your business. It thanks them and says you will be in touch today.
Day 1: WhatsApp check-in
No reply yet? A short WhatsApp message asks if they are still after the job and offers a time to talk.
Day 3: call reminder
You get a reminder to ring them, and they get a friendly nudge. If they have gone quiet, the card is flagged for you.
Quote sent: gentle chasers
Once a quote is out, a check-in and a final nudge follow over the next week. All stop when they book or say no.
Replies stop the sequence
The moment a customer answers, the automatic messages stop and the conversation lands in your WhatsApp. You never send a robotic chaser to someone you are already talking to.
Missed calls get the same care. The caller gets a text straight back and drops into your pipeline like any other lead.
Missed call 10:42
Hi, sorry we missed your call, we are out on a job. Is it about a quote? We will ring you back today.
Yes, roof clean in Chelmsford. Afternoons are best
Perfect. Speak to you after 1pm.
Want every lead chased? Start here
Without lifting a finger.
Free 20-minute call. No contracts pushed. Takes 30 seconds.
- We run our own service business
- No contracts pushed
What it automates
The jobs you never have time for
Follow-up automation for small businesses that are too busy doing the work to chase it.
Instant first reply
Every new lead gets a text in under a minute, day or night.
WhatsApp check-ins
A friendly nudge for anyone who has not answered.
Quote chasing
Unsigned quotes get a reminder so they do not sit and go cold.
Reminders for you
A prompt to ring anyone you have not spoken to yet.
Booking confirmations
A text to confirm the day and time, so fewer no-shows.
Review requests
After the job, a message asks for a Google review.
Spreadsheet vs CRM
Why a spreadsheet is not enough
Plenty of firms start with a notebook or a spreadsheet. It works until you get busy, then leads slip through.
| Our CRM | Spreadsheet or notebook | |
|---|---|---|
| New leads added for you | Yes | No |
| First reply sent automatically | Within a minute | No |
| Unanswered leads chased | Automatically | If you remember |
| Quotes chased | Automatically | If you remember |
| Works from your phone | Yes | Awkward |
| Shows what is booked | At a glance | Scroll and search |
Tested on our own firm
We run on it ourselves
Tested on our own leads
We are a team that runs an exterior cleaning business. Our own leads go through the same pipeline and the same follow-up before we set it up for anyone else.
Our roof cleaning ad brought in 38 leads in two weeks, and those leads turned into £8,450 of booked jobs. Leads like that are only worth money when every one gets a reply and every quote gets chased.
Want a fuller diary? Start here
Free 20-minute call. No contracts pushed. Takes 30 seconds.
- 38 leads at £7.42 each
- Live within 7 days
Works with the rest
Part of one lead system
A CRM for service businesses earns its keep when it is joined to everything that brings leads in.
New leadsAdded to your pipelineNew lead
- Name
- Sarah
- Job
- Roof clean, 3-bed semi
- Area
- Chelmsford
- Phone
- 07700 900123
Tap to call
09:14New lead
- Name
- Dave
- Job
- Driveway clean and reseal
- Area
- Brentwood
- Phone
- 07700 900456
Tap to call
09:32New lead
- Name
- Priya
- Job
- Gutter clear, detached
- Area
- Witham
- Phone
- 07700 900789
Tap to call
09:51WhatsApp lead alerts
Each new lead pings your phone with their details. WhatsApp lead alerts start the pipeline, so nothing is typed in by hand.
Missed-call text-back
Miss a call on a job and the caller gets a text straight back. Missed-call text-back drops that caller into your pipeline too.
Every call answered
Trades that take lots of calls, like plumbers and locksmiths, can add an AI phone receptionist. It answers every call, takes the job details and adds them to your pipeline.
Reviews after the job
When a job is done, review generation asks for the Google review automatically.
Built for how you work
Builders with long quote cycles and driveway and paving firms with high-value jobs gain the most, because one chased quote can be worth thousands. See all our marketing services.
Pricing
What CRM and follow-up costs
CRM & follow-up
From-prices. We confirm your price for your area on a free 20-minute call. Monthly rolling. No long contracts.
See every plan and priceFrom £49 a month
That covers setting up your pipeline, writing your follow-up messages with you and keeping it all running. There is a £149 set-up fee, and it rolls monthly with no long contract.
It is also included in our Growth plan at £250 a month, alongside your ads, WhatsApp lead alerts and missed-call text-back. See every plan on our pricing page, or read how it works.
Questions owners ask us
Is this a CRM for tradesmen or something complicated?
It is simple on purpose. One board with four columns: new, contacted, quoted and booked. You can run it from your phone between jobs, and most of the chasing happens without you touching it.
Will the automatic messages sound like a robot?
No. We write them with you, in your voice, using the first name and the job they asked about. They read like a quick message from you, because that is what they are.
What happens when a customer replies?
The automatic follow-up stops straight away and the reply lands in your WhatsApp, so you take over. It pairs with our WhatsApp lead alerts.
Can it chase quotes I have already sent?
Yes. Move a lead into the quoted column and a gentle sequence starts: a check-in, a reminder and a final nudge. It stops the moment they book or say no.
Do I need a CRM if I only get a few leads a week?
Even a handful of leads is worth chasing. When each job is worth hundreds of pounds, one lead that goes cold can cost more than the system. It also means you are ready when the ads bring more.
How much does it cost?
From £49 a month plus a £149 set-up fee, rolling monthly with no long contract. We confirm the price for your business on a free 20-minute call. See how it works.
Want more booked jobs? Start here
Step 2 of 2
Pick a time
Your details are saved. Choose a day, then a time, and we ring you then.
You're booked in
We'll ring you on . Speak soon.
On the call
- We look at your services, your area and the jobs you want more of
- We show you our own real figures and what we would set up for you
- You get a straight quote for your area. No pressure, no lock-in
- We run our own service business
- Live within 7 days
- 38 leads at £7.42 each
Rather message first? WhatsApp us