A CRM your team keeps using.
A CRM only helps if it’s set up around how your business takes enquiries. We configure the fields, routing and notifications so new leads are logged and visible without extra manual work.
05.0 — The problem this fixes
A CRM that’s been half set up, or set up generically, often gets ignored. Fields don’t match how jobs are quoted, notifications don’t reach the right person, and the team ends up working from memory and spreadsheets instead, which is exactly the drift that causes enquiries to slip through.
05.1–05.4 — What gets set up
CRM field configuration — Fields are set up to match your actual enquiry and job types, rather than a generic default template.
Lead notification setup — Notifications are configured so the right person is alerted the moment a new enquiry lands in the CRM.
Integration with website and forms — Your website’s forms and contact points are connected directly into the CRM so entries don’t need typing in by hand.
Basic reporting setup — Simple views or reports are set up so you can see enquiry volume and status without digging through records.
Outcome — What changes
- New enquiries land in the CRM automatically.
- The right person is notified when a lead comes in, rather than it waiting to be spotted.
- CRM fields match how you quote and track jobs.
- You can see enquiry activity at a glance instead of piecing it together from memory.
Q&A — Two practical questions
- Do you set this up on our existing CRM, or recommend a new one?
- Where your existing system can do the job — whether that’s a CRM or a job-management tool like Tradify, Commusoft, ServiceM8, Uptick or simPRO — we configure that rather than moving you to something new. We’ll only recommend switching if the current system genuinely can’t support what you need.
- Will our team need training to use it?
- We hand over a short walkthrough of how the setup works, including where notifications go and how fields are used, so nobody’s hunting for where a lead notification went.