CRM data entry for trade businesses.

Jobs logged without anybody typing them up at nine at night.

A trade business takes most of its enquiries by phone, and most of them arrive while somebody is under a house, up a ladder or driving between jobs. The work that pays for the week is the same work that stops anybody answering the phone, so the enquiries arrive at exactly the worst moment. Manual entry is the first thing dropped on a busy day, and busy days are when the most enquiries arrive. The result is a pipeline that looks thinnest exactly when it is fullest.

What it covers for
plumbers, electricians, builders and the trades around them

Software that puts every enquiry into your CRM properly, so your pipeline reflects reality instead of whoever remembered to type it in.

  • Enquiries logged automatically from every channel
  • Calls, emails and messages attached to the right record
  • Duplicates merged rather than stacked
  • Fields filled from the conversation itself
  • Nothing depends on anybody typing it up later
  • A pipeline that matches what actually came in

Built around how plumbers, electricians, builders and the trades around them work

Most CRMs are half empty, and the half that is missing is the half nobody had time to enter. That makes every report from it wrong, which is why people stop trusting it, which is why they stop filling it in.

  • Calls answered while the team is on the tools
  • Urgent jobs separated from price shoppers
  • Quotes followed up without anybody remembering
  • Out of area enquiries handled before a site visit

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

Questions plumbers, electricians, builders and the trades around them ask

Which CRMs can you work with?

Most of them, one way or another. Where there is no clean integration we build to the data rather than asking you to change systems.

Will it overwrite what our team enters?

No. Human entries win, and anything automatic that conflicts is flagged rather than applied silently.

We are a two person operation, is this worth it?

Sometimes not, and we will tell you. It starts to pay when you are losing calls you never find out about, which is usually the point where one person cannot both do the work and answer the phone.

Can it tell an emergency from a quote request?

Yes, built from your own definition of urgent. A burst pipe and a bathroom renovation get handled differently from the first message.

Will it work with our job management software?

Generally yes. We build to what you already use rather than asking you to move, because moving job management systems mid year is its own disaster.

Lets find the leak

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