Customer details sit in one person’s inbox. We put them where everyone can see.
Every enquiry, quote, job and customer in one list your whole team works from. We set it up, move your records in, and stay while your staff get used to it.
A person here calls you back the same business day, usually within an hour.
- One monthly price
- Month to month
- A named contact
You already know the feeling
These are the things owners tell us in the first five minutes.
- Two people call the same customer, and neither knows the other did.
- A quote goes out, and nobody follows it up.
- Someone leaves, and their contacts leave with them.
- You ask how many enquiries came in last month, and nobody can tell you.
What you get
Everything below sits inside the monthly price once you are running.
- Every call, email and quote filed against the right customer
- One screen that shows what is waiting, and who it is waiting on, today
- Quotes and follow-ups that prompt your staff on the day they are due
- Your existing records moved in from spreadsheets, inboxes and whatever you use now
- Set up on software you can keep — HubSpot, Zoho, Salesforce, or a simple build of our own
- Your staff trained in their own office, at their own pace, more than once
- One monthly page showing enquiries, quotes sent, and what closed
- One person here who knows your setup and answers your callback
What we promise, in writing
What it costs
Setting it up is quoted once, after we have watched how an enquiry travels through your business today. You approve that number before anything starts.
Running it, supporting it and training new staff sit inside the monthly price on our pricing page.
- One quote for the setup, agreed before we start
- Running, support and training in the monthly price
- The records stay yours, and you can take them out at any time
How it starts
You ask for a callback
Leave your name and a number. A person here calls you back the same business day, usually within an hour, and asks how enquiries reach you now.
We watch how you work
We sit with the people who answer the phone and write down how an enquiry actually travels through your business. You keep that list either way.
We set it up and stay
We build the list, move your records in, train your staff, and stay on hand while everybody settles into it.
Tell us where the enquiries are going.
Leave your name and a number. A person here calls you back the same business day, usually within an hour. Would you rather see it written down first? Book the free audit and we will bring the list to you.
- Same day
- One price
- Month to month