Your own CRM

Every customer, every quote, every job in one place

Customer details in your phone, quotes in WhatsApp, jobs in a notebook. When someone rings back, you're scrolling to remember who they are. Your own CRM keeps every customer and every conversation together, including the ones who never came through the website.

What it does

Every lead in a pipeline

See every enquiry by stage: new, quoted, booked, done. Move them along with a tap.

Add anyone, from anywhere

Word-of-mouth customers and old regulars can be added by hand, so your whole customer list lives in one place.

Full history per customer

Calls, texts, emails, quotes and notes on one screen, so you know exactly who you're talking to.

One-click campaigns

Text or email past customers in a few clicks: seasonal reminders, a quiet-week offer, a request for referrals.

Without it

  • Customer details spread across your phone, WhatsApp and paper
  • No idea which quotes are still open
  • Past customers forget you exist
  • Quiet weeks with no way to fill them

With it

  • Your whole customer list in one place
  • Every open quote visible at a glance
  • Past customers reminded at the right time of year
  • A way to fill quiet weeks from people who already trust you

How we set it up

  1. 1

    We set up your pipeline

    Stages that match how you work, from first enquiry to finished job.

  2. 2

    Bring your customers in

    Import your existing list or add customers as you go. Every new enquiry is added automatically.

  3. 3

    Use it from your phone

    Update jobs, check history and send campaigns from the app.

Your past customers are your easiest work

Someone who's already used you, liked the job and has your number is far easier to book again than a stranger. Most trades never contact them again. A simple seasonal reminder brings a lot of them back.

Know where every job stands

When every lead sits in a pipeline, you can see what's coming in, what's quoted and what's booked. You stop guessing about next month.

Marketing messages, done properly

Campaigns go to customers who've agreed to hear from you, with an easy way to opt out. That keeps you on the right side of UK rules and stops messages feeling like spam.

Common questions

Yes. Add anyone by hand or import a list, so your whole customer base is in one place.

No. We set it up for you and show you round on a short call. Most of it runs on its own.

Campaigns are included. Text messages use a small amount of credit each, and we'll explain how that works on our call.

You do. You can export it at any time.

Included in the website plan, along with everything else in the system. See pricing

Book a call

Let's see what your website should be doing

A 15-minute call. We look at how enquiries reach you now, and show you what we'd build for your trade. No hard sell.

Book a free call

Or call Leo on 07700 148334

4 of 5 launch spots left at £149/mo