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Service 02

A CRM built
around your business.

Leads living in an inbox, a notebook and three different spreadsheets is how jobs get forgotten and customers slip through. We build a simple system around how you actually work, so every enquiry, client and job sits in one place.

The problem

Leads are scattered, follow-up is hit and miss, and nothing lives in one place. Most off-the-shelf CRMs are too big, too generic and packed with features you never touch, so they get set up once and quietly abandoned.

Good for
Trades, service businesses, anyone juggling leads and jobs
Timeline
2 to 4 weeks typically
From
$1,500, quoted to your workflow
Includes
Lead capture, records, reminders, reporting
What is included
  • Lead capture from your website. Enquiry forms that land straight in the system, so no new lead gets missed.
  • One place for every client and job. All your contacts, history and active work in a single view, not spread across apps.
  • Pipeline and job status tracking. See where every enquiry and job is at, from first contact to done.
  • Reminders so nothing slips. Prompts to follow up at the right time, so warm leads do not go cold.
  • Staff handoff and notes. Everyone sees the full history, so a job can move between people without dropping the ball.
  • Simple reporting you will actually read. Clear numbers on leads, conversions and jobs, with no clutter to wade through.
Questions

Common questions

Is this like Salesforce or HubSpot?

No. Those are huge platforms with features you will never use. We build something much simpler, made only for what your business actually needs, so it stays easy to use.

Do I need technical knowledge?

No. We set the whole thing up for you and show you how to use it. If you can use email, you can use this.

Can it connect to my website?

Yes. Website enquiries flow straight into the system, so a new lead is captured the moment someone gets in touch.

How much does it cost?

From $1,500, quoted to your workflow once we understand how you work. Ongoing support is optional and listed on the pricing page.

Custom CRMs, Gold Coast

Stop losing leads
to the inbox.