CRM & Lead Management
Most home-service businesses lose money in the gap between a lead arriving and someone acting on it. A CRM is not paperwork — it is the record of every opportunity, where it came from, and what happened next. Without it, marketing decisions are guesses.
FREE · 15 MINUTES · NO OBLIGATION
- Businesses tracking leads across text messages, voicemail and memory
- Companies that cannot say which channel produced last month's jobs
- Teams with more than one person handling incoming enquiries
- Operators wanting reporting they can actually make decisions on
- Leads scattered across inbox, phone and notepad
- No pipeline stages, so nothing has an owner or next step
- Lead source not captured, so attribution is impossible
- Quotes sent and never followed up
How we do it
We set up a pipeline that matches how you actually sell — new enquiry, contacted, estimate booked, quoted, won or lost — and make sure every lead lands in it automatically with its source attached. Reporting then shows which channels produce booked work, not just enquiries.
Audit
Map how enquiries arrive today and where they currently get lost.
Design
Define pipeline stages, owners and required fields.
Implement
Connect forms, calls and ad platforms so capture is automatic.
Adopt
Train the team, then refine reporting once real data is flowing.
Scope of work
Final scope is confirmed after the audit — we do not sell components you do not need.
- 01CRM selection and setup
- 02Pipeline and stage design
- 03Automatic lead capture from site, ads and calls
- 04Lead source and campaign attribution
- 05Opportunity and appointment tracking
- 06Task and follow-up workflows
- 07Reporting dashboards
- 08Team training and handover
CRM & Lead Management questions
Not necessarily. If your current system can do the job we configure it properly rather than migrating you for the sake of it.
Only if it is simple. We design the smallest pipeline that produces reliable data, and we train the people using it.
Yes — call tracking can be connected so phone enquiries are attributed to the campaign that produced them.
Want to know if crm & lead management is your actual constraint?
The free growth audit maps your whole lead flow and identifies the single biggest leak before anything is bought.
FREE · 15 MINUTES · NO OBLIGATION