Every lead caught. Every quote tracked. Every invoice chased. Without you opening a spreadsheet at 9pm. (Built for builders, not Silicon Valley.)
The Automation CRM organises your leads, bookings, quotes, and jobs in visual pipelines that mirror your actual workflow. It captures every lead from phone, form, or referral, routes them to the right stage, and triggers follow-up actions automatically.
You get booking pages, quote templates, invoicing, SMS and email sequences, photo and document storage, client portals, and live dashboards showing conversion rates at every stage. Everything updates in real-time and is accessible from desktop or mobile.
Most small construction firms use spreadsheets, notebooks, or generic CRMs built for sales teams. This creates chaos: leads slip through, follow-ups are forgotten, and there's no clear view of pipeline health or bottlenecks.
A purpose-built CRM designed around bookings and site visits ensures nothing falls through the cracks. It shows exactly where each job sits, what action is needed next, and which leads are going cold. This clarity drives better conversion rates and faster cash flow.
Stages for new lead, booked, quoted, won, and completed. Drag and drop. Filters for area and crew.
Lead capture forms, booking pages, confirmations, and SMS reminders.
Deduplicate contacts, tag by service, start reminders, and create tasks on stage change.
Secure area for messages, files, photos, and e-sign documents.
Templates with items and VAT. Send, track views, and trigger chasers.
Job completion triggers review requests. Happy clients see a referral link with rewards.
Built around bookings and site visits
Simple SMS and email sequences
Photos and documents tied to the job
Clear ownership for tasks and follow ups
Mobile friendly for crews
We map your current steps for lead to job to review
We build your pipeline, forms, emails, and SMS
We connect calendars and set booking slots
We test the end to end flow with 3 sample jobs
We train the team and go live
Contact rate in 5 minutes
Appointment rate
Lead to quote days
Quote to close rate
Reviews per month and average rating
Referrals per month and close rate
We connect the CRM to the tools you already use.
Email and calendar
Telephony and call tracking
Payments
Cloud storage for photos and files
Forms on your website
Try any plan free. No long contracts.
Billed monthly. Ex VAT.
Billed monthly. Ex VAT.
Billed monthly. Ex VAT.
GBP prices are rounded to end with a 9. They reflect a 20% uplift on listed plan levels after currency conversion. Final billing and taxes may vary.
Typically 7–10 working days. We map your workflow, build pipelines, create templates, integrate tools, test with sample data, and train your team before go-live.
Yes. We support CSV imports from spreadsheets or exports from other CRMs. We clean, deduplicate, and map your data during setup.
Yes. The CRM works on mobile browsers and includes photo upload, status updates, and task completion for crews in the field.
Yes. All plans support multiple users. Higher-tier plans include role-based permissions and team assignment features.
We integrate with Google Calendar, Outlook, popular payment gateways, cloud storage (Dropbox, Google Drive), and website forms.
Create templates with line items, VAT settings, and terms. Populate with job details, send via email or client portal, and track when viewed and accepted.
Yes. We configure stages to match your process during setup. You can add, remove, or rename stages at any time.
Sequences trigger automatically based on stage changes or time delays. For example: booking confirmed → reminder 48h before → reminder 2h before.
Live dashboards show leads by stage, conversion rates, average days in each stage, booking rates, quote values, and won/lost analysis.
Yes. The client portal gives customers secure access to messages, documents, photos, quotes, invoices, and e-sign contracts.
Upload photos and files directly to job records via mobile or desktop. Organise by job stage. Share via client portal or email.
All plans include ongoing support. Higher tiers include monthly review calls where we implement tweaks and optimisations.
No limits on contacts. Higher-tier plans support more pipelines, automations, and team members.
Yes. You own your data. We provide CSV exports of all contacts, jobs, and records upon request.