Sales & conversion
One board instead of six different notepads.
Texts, missed calls, a name on the back of an invoice, something your partner wrote down. Work gets lost in the gaps between those. One board closes the gaps, and you do not have to learn software to use it.
Included in Front Deskno separate invoice
Fair question
I do not want to learn another piece of software.
Then do not. There is nothing you have to log into. The board is there on your phone if you want to look at it, and dragging a job to Done is the only thing anyone ever asks you to do. If you never open it, the follow-ups still go out and the numbers still turn up at the end of the month.
What that actually means.
- ✓Every enquiry lands in the same place
Website form, missed call, Google, Facebook, someone who rang the office. All of it on one board, tagged with where it came from.
- ✓Drag it across as it moves
New, contacted, quoted, won. That is the whole system. It works on a phone with one thumb.
- ✓Jobs and bookings too
Booked work with dates, a calendar you can actually read, and reminders sent to the customer before you turn up.
- ✓Your customer list, finally in one file
Everyone you have worked for, with their job history. That list is worth money later and most trade businesses do not have one.
- ✓Follow-ups without you remembering
Idle leads, unanswered quotes and finished jobs all trigger their own follow-up automatically.
A job, start to finish.
- MondayIt lands
From the website, a missed call, Google or Facebook. Same board, tagged with where it came from.
- Monday nightIt gets answered
Whether or not you got to it. The text-back has already gone out with your name on it.
- WednesdayIt gets quoted
And then chased at day three and day seven without anyone remembering to.
- Next weekIt gets done and paid
You drag it across. The review request goes out on its own. The invoice chases itself.
Want to see your own enquiries on a board before you decide?
Ask for a lookCRM & job board in the Hills District.
We are Sydney based and most of our work sits in the north west. Local matters here: the businesses you are competing with for a Castle Hill customer are the handful of others within ten minutes of you, not someone in the CBD.
Plus the semi-rural end of the shire: Annangrove, Kenthurst, Galston, Glenorie, Arcadia, Nelson, Gables, Middle Dural, Maraylya. Work outside the Hills is fine too, most of what we do is not dependent on us being up the road.
Next
Tell us what is costing you the most time.
Send the form and you get a straight answer within one business day about whether this is worth doing for you. There is nothing to pay before anyone talks to you.
Also on file