Revenue operations
Trades CRM
For service businesses
Keep enquiries, quotes and follow-ups moving while your team is on the tools. A done-for-you CRM service for Australian trades businesses.
The starting point
What needs to change.
New enquiries arrive while the team is working on site, and callbacks can slip.
Quotes and finished jobs need consistent follow-up without another daily spreadsheet.
What we deliver
From opportunity to working systems.
Capture and respond
Bring enquiries into one pipeline and configure acknowledgement, routing and missed-call follow-up around your working hours.
Follow the quote
Keep the next action visible and schedule approved follow-up messages so an outstanding quote does not disappear.
Close the loop
Request reviews from your own customers after completed work and make the handoff to the next job clear.
A clear service price
A 14-day free trial, then A$297 per month, billed in AUD with no lock-in. The service is set up with you on the demonstration call.
Illustrative solution architecture
How the pieces work together.
Bring context into the workflow, connect the right solutions, and make progress visible.
01 Understand the context
Signals & knowledge
Use the context and information already in place.
- Business priorities
- Trusted knowledge
- Operational data
02 Connect the solutions
Capture and respond
Follow the quote
Close the loop
03 Put it to work
Teams & operations
Connect people and systems to the next useful action.
Measured outcomes
Track agreed measures, learn, and improve the workflow.
Built around your existing technology
Our approach
A clear path into delivery.
Start with the business problem. Make each stage useful, reviewable and owned.
- 01
Book a 15-minute demonstration and map your current enquiry flow.
- 02
Configure the pipeline, numbers, approved message templates and handover.
- 03
Start the 14-day trial, then review whether the service is earning its place in the business.
Explore the detail
Related work and resources.
See the approach in context. Client engagement stories are anonymised; related examples may come from other sectors or platforms.
Connected expertise
Industries
Technologies
Your next move
Bring us the business problem.
We will help you define a useful starting point, the expertise you need and a practical path to delivery.