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Stop tracking work in your head
You have enquiries coming from your website, your phone, maybe a marketplace or two. Right now they land in different places - a text thread, an email, a sticky note on the dashboard. When things get busy, some of those fall through. A CRM puts everything in one place so nothing relies on memory.
New 0
Contacted 0
Quoted 0
Booked 0
Four columns - new, contacted, quoted, booked. Each card is one enquiry moving through your pipeline, with where it came from and when it's next due. This is an illustrative board with sample data.
Why most CRMs don't stick
Built for sales teams, not tradespeople
You don't need deal stages and forecasting dashboards. You need to see who called today, who got a quote, and who hasn't heard back yet.
They ask you to change how you work
If the system doesn't match the way your business already runs, nobody uses it. It becomes another thing to maintain instead of something that helps.
What we build instead
A board that fits your pipeline
New lead, contacted, quoted, booked - or whatever stages make sense for your business. We set it up around your words and your workflow, not ours.
Notifications that matter
When a new lead comes in, you get a ping. When a quote hasn't been followed up in two days, you get a nudge. No noise, just the things that cost you money if you miss them.
We'd rather configure than build
If an existing tool does 90% of what you need, we'll set it up and customize the last 10%. Faster for you, cheaper, and you end up with software that's maintained by somebody with a hundred engineers, not one person.
Who this is for
You have leads coming in but no clean way to track them. You've tried a spreadsheet or a free CRM and it didn't last. You want something that works with your business, not a product you have to learn to operate.
Not sure what you need?
Tell us how your enquiries flow right now - where they come in, where they get stuck. We'll tell you what we'd set up and whether it's worth it.
Prefer to talk? Book a 15-minute call →