What if you could buy back 5 to 10 hours of admin a week?
What if clients got followed up automatically, every time, without you remembering to do it?
What if sending a quote wasn’t a lengthy process?
What if leads didn’t get lost in an inbox three hundred emails deep, a text thread, or your own head?
What if was easy for your customers to say yes? Messaged instantly the moment they fill out a form. A quote they can accept with one tap. T&Cs signed online in a minute, not a week.
What if every site visit or job date synced straight to your calendar and your client’s, with a text on the day reminding them you’re turning up?
What if those Google reviews your marketing agency kept asking for were automatically sent the moment a job was done?
What if, months later, you were still in touch, a simple happy birthday message, a check-in to make sure everything’s still going well, without you having to remember to send it?
What would that be worth to your business?
Most CRMs can’t do any of this. They’re a contact list with a login, not a system.
This is exactly what we build, for trade and service businesses throughout New Zealand. Carpet layers, electricians, plumbers, moving companies, dental clinics, and more.
If this sounds like what your business needs, book a strategy session and let’s plan it out.
A Lead Comes In. Where Does It Actually Go?
Phone call, email, a form on your website. For most businesses, the honest answer is nowhere in particular. A notebook. Just another email in a swamped inbox. Maybe a spreadsheet.
Then the quote gets built by hand, out of Xero, or worse, a Word doc converted to PDF and emailed over. The client has to work out how to download it, print it, sign it, scan it, and send it back.
A dozen steps, and it only stays organised because you’re the one manually keeping track of it all.
This is a missing systems problem.
One CRM System. Every Lead. Nothing Missed.
Here’s what our CRM system can actually do for your business:
Captures every lead automatically
Phone, email, website form, social, all landing in one place. Nothing sitting in a notebook or a text thread.
Follows up without you lifting a finger
A text the moment someone enquires. A nudge if a quote hasn't been accepted. A review request the day the job's done.
Handles quotes, signatures, invoicing, and payments
No printing, no scanning, no chasing an invoice three weeks later. Connects straight to Xero, so your books stay in sync without double handling.
Shows you exactly where every lead sits
10 not contacted. 5 waiting on a quote. 6 waiting to sign. Real numbers, not a guess.
Tracks real ROI
Which leads actually became paying jobs, and what your marketing is actually worth, not just how many people clicked.
Connects to the job management software you already use
ServiceM8, Fergus, Quotient, we plug into what's already running your jobs, not replace it.
For Trade Businesses Doing $1M+
Google Ads Is Only Part of It.
There's Something Bigger for You.
If you’re a trade business already past your first million, ads alone won’t get you where you’re going.
You need strategy, a system, a website, a CRM, brand presence, and a team running the whole thing for you.
So you’re not just buying clicks.
You’re building a business you can actually sell one day, not just a job you can’t leave.
Every Conversation, Every Channel, One Place
Every Channel, One Inbox
Email, SMS, Facebook, and Instagram, all landing in the same place. No more jumping between apps to find out who said what.
Google Business Profile
Connected in, not a separate login.
Social Media Scheduling
Built in, not a separate tool.
Newsletter Marketing & Outreach
Synced with your database.
Google Business reviews
Reply direct from your CRM, or let AI reply for you.
Whatever the size of your business
You need a CRM System
This isn’t just about managing more leads. It’s about running a business that doesn’t depend on you remembering everything, that makes fewer mistakes, and that’s actually worth something to someone else, not just you.
01
One Database. Every contact you’ve ever dealt with, in one place.
02
Real Clarity. What’s coming in, what’s converting, what it’s actually worth.
03
Fewer Mistakes. Nothing missed because someone forgot, mistyped, or ran out of time.
04
Real Efficiency. Less time on admin. More time on the actual job.
05
Something You Can Sell. A business built on your memory isn’t worth much to a buyer. One with real systems is.
Frequently Asked Questions
What Platform Do You Build Your CRM Systems On?
Is this only for bigger businesses?
I'm not that techy. Do I have to set this up myself?
How long does setup actually take?
We normally start with 1 to 2 strategy planning sessions, mapping out your business, where we can improve on what you’ve already got, and where we can just replicate what’s already working. From there, it’s usually a 2 week build.
Lets start a conversation
Are you ready to drive real growth for your business? We’d love to hear your vision and goals.
Call us on 0800 999 549 or fill out the form and let us know how we can help and we’ll be in touch soon.