Stage 04Book & get paid
CRM & lead trackingSee every lead in one place — not in five apps and a notebook.
Calls, texts, forms, chats and emails scattered across phones and inboxes make it easy to forget someone. A simple lead tracker keeps every enquiry, and its next step, in one view.
The problem
Leads that are not written down get forgotten.
A sticky note, a text you meant to answer, a quote you meant to follow up. None of it is lazy — it is busy. But each one can be a lost job.
How it works
4 steps, set up once, working every day.
Every lead lands in one list
Forms, missed calls, chats and bookings are added automatically.
Simple stages
New, contacted, quoted, booked, done. Named the way your business talks.
One shared inbox
Texts and emails with each customer, together in one thread.
Nothing is forgotten
Tasks and reminders for what needs doing next.
What we set up
The pieces, one by one.
- Lead list and pipeline stages for your business
- Shared inbox for texts and emails
- Lead source tracking
- Team access with sensible permissions
- Mobile app access
Exactly what your setup includes is agreed on the call, based on what your business needs.
Where it fits
Stronger when it’s connected.
- 01Get found
- 02Catch the enquiry
- 03Reply fast
- 04Book & get paid (this service)
- 05Come back again
Works well with
- Automated lead follow-upEvery new lead gets a quick, friendly first reply — and a reminder if it goes quiet.
- Missed-call text-backWhen you cannot pick up, the caller gets a friendly text so the conversation keeps going.
- Past-customer follow-upThoughtful check-ins that remind past customers you are here when they need you.
Questions
About crm & lead tracking
Is it hard to learn?
We keep it simple and set it up for how you work. You will get a walkthrough at launch.
Can my team use it?
Yes. Team members can have their own access.
What is a CRM?
It is a simple list of your leads and customers that shows who contacted you, how, and what should happen next. No more hunting through texts, emails and notes.
Can I use it on my phone?
Yes. You can check leads and reply to customers from your phone when you are on the road.
Can I bring in my current customer list?
Usually, yes. We help you import it and clean up obvious problems like duplicates first.
Want to see how this would work for you?
On the call we look at how leads reach your business today and whether this piece would actually help. No pressure, and pricing is shared openly.