CRM and pipeline setup
Every enquiry in one place, with a stage for each step your work moves through and a clear next action.
Business Automation
Make the next step
happen on its own.
Automation for the work behind each enquiry: chasing quotes, handing over jobs and getting paid. It runs inside the tools you already use. These are the services we set up, and you can start with just one.
Brisbane based
Works with your existing tools
A person stays in charge
Written quote before any work
Leads and sales
Win more of the work you quote.
Fast first reply to new leads
New leads get an instant reply wherever they came from, and land straight in your pipeline.
Quote follow-up
After a quote goes out, follow-ups are sent on a schedule you set and stop as soon as the customer replies.
Reactivating past customers
Messages that reconnect with past customers when it's time for their next job.
Admin and operations
Take the handovers off your plate.
Alerts and task assignment
When something needs doing, the right person gets a task with the details attached.
Job handover
When a job is won, everything the next person needs moves with it.
Client onboarding
New clients get the same welcome steps, forms and information every time.
Customer status updates
Customers get an update at the points they'd otherwise ring to ask.
Connecting your systems
Details entered once flow to the other tools you use, so nobody types them twice.
Getting paid
Get paid sooner.
Invoicing workflows
Invoices go out when the job is marked done, not when someone finds the time.
Payment links
Customers can pay straight from the invoice or the reminder.
Overdue payment reminders
Polite reminders on a schedule you set, with a task for you if it's still unpaid.
Accounting connection
Invoices and payments flow through to your accounting software, so your books match what's been sent and paid.
FAQ
Questions, answered.
Straight answers about Business Automation. If yours isn't here, ask us on the call.
Do we need a new CRM?
Not automatically. If your current CRM does the job, we connect to it. If you don't have one, or yours is holding you back, we'll recommend a connected CRM and set it up. Your accounting, scheduling or job software can stay where it is.
Can you work with the software we already use?
Yes. We look at your existing systems first and connect them where it makes sense. We only suggest replacing something when there's a clear reason and you agree.
Which process should we automate first?
The one costing you the most time or the most jobs, and the audit finds it. Quote follow-up is a common place to start because it's simple to set up and you can see straight away whether quotes are being chased.
What does it cost?
It depends on what your business needs. The Discovery audit works that out, and you'll get the price in writing before any work starts.
Start small
Find the process costing you most.
Book a 30-minute discovery call. We'll look at how work moves through your business and tell you plainly what's worth automating first.