Clean up and migrate
From Excel or your old system: duplicates out, fields in the right place, a trial run first and then the real thing. Your history comes with you.
Automation
A CRM built for you.
All your clients, inquiries and appointments in one CRM, with a reminder for every next step.
Every lead in one placeAutomated follow-upConnected to your site and your email
Answer five questions and see which services fit your business.
One customer, the full picture
Click a name and you know where you stand.
Customers
J
Johnson familyGutter leaking at the back
New- Where it stands
- Came in today via the site
- Next step
- Call to arrange an appointment
- Form submitted · 9:12 AM
- Confirmation sent · 9:12 AM
P
Parkview HOAStairwell painting, 4 floors
Quote- Where it stands
- Quote sent 3 days ago
- Next step
- Follow-up call: did it arrive?
- Site visit · Mon
- Quote sent · Tue
- Reminder for you · today
B
Barker LLCOffice maintenance contract
Follow up- Where it stands
- Waiting for management approval
- Next step
- Call back on Friday
- Quote sent · last week
- Called: will get back to us · Mon
W
Westside GarageNew workshop lighting
Customer- Where it stands
- Job booked for the 14th
- Next step
- Order materials
- Approval received · Tue
- Scheduled · Wed
P
Mrs. PetersBathroom resealed
Customer- Where it stands
- Job done, invoice paid
- Next step
- Ask for a review in a week
- Completed · 2 weeks ago
- Invoice paid · last week
Off-the-shelf or custom
Configure where we can, build where we must.
What we build
Five setups, depending on where your process gets stuck.
Sales CRM
Deals, stages, tasks and follow-up, with a view of what's coming in over the next few months.
- One list of stages everyone knows
- Tasks per colleague, per day
- An overview for whoever is in charge
Lead management
Leads come in automatically, are assessed and assigned, and the first follow-up is prepared.
- Straight from your form
- Straight to the right colleague
- A reminder when things go quiet
Customer portal
Your customer sees the status of their job, their documents and what they still need to do or approve.
- Status without a phone call
- Documents in one place
- Approval in one click
Quoting system
From intake to pricing to quote, with follow-up until it's accepted.
- Pricing by your rules
- Quote in your brand style
- Follow-up until it's accepted
Custom CRM
Your own data, your own steps, your own roles and permissions, in an interface designed for your team.
- Your own terminology
- Roles: management, sales, marketing, service
- Connected to what you already have
How we work
Seven steps, starting with how you work now.
01/ 07
Map
How does a lead come in, who follows up and where does it get stuck? We draw it out.
02/ 07
Plan
Which data, which stages, who can see what and what gets connected.
03/ 07
Build
We set it up or build it, in the words you use yourselves.
04/ 07
Connect
We connect your forms, calendar, email and accounting.
05/ 07
Migrate
Your existing customers come across, cleaned up, so you don't start with an empty screen.
06/ 07
Onboard
We walk your team through it, with a short set of instructions per role, and one colleague becomes the administrator.
07/ 07
Improve
After a month we look at what's being used and what isn't, and adjust it.
Data and privacy
Clean going in, safe once it's in.
Permissions per role
We set out in advance who can see and change which data.
No more than necessary
We only store what you use, with a log and backups, and we put the data agreements in writing.
FAQ
Questions we get a lot.
What is a CRM system?
A CRM system is where you keep all your customer information: who the customer is, what was discussed, which quote is outstanding and what the next step is. CRM stands for customer relationship management. It replaces the separate inbox, spreadsheet and folder, so your team sees in one place what needs to happen.
Which system do you use?
That depends on your business. We start with how you work, not with a package. You'll hear in advance what we choose and why.
Do you always build something new?
No. If an existing package fits, we set that up. We only build something custom where the package falls short.
Who can access which data?
Everyone only sees what they need. We store no more than necessary and record up front who can access what.
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