Every enquiry in one place, from the first click
If enquiries slip through the cracks because follow-up happens whenever someone gets a spare minute, a CRM fixes that. Website enquiries are acknowledged automatically, every call and form is captured in one place, and you can see exactly where each lead sits without digging through a spreadsheet or your inbox.
Most businesses lose jobs before they even know it
The leads are coming in. The problem is what happens next.
Missed enquiries
A form submission comes in while you're on the tools. You see it hours later. The customer has already booked someone else.
Slow follow-up
The fastest business to respond wins the job. Without automation, you're always a step behind.
No visibility
You don't know how many enquiries came in last month, how many converted, or where your jobs are actually coming from.
What changes when the system is working
Less chasing. Fewer missed enquiries. One place where every lead actually lives.
Instant acknowledgement
Every website enquiry gets an automatic acknowledgement the moment it's submitted — so the customer knows it landed, even when you're on a job and can't reply yet.
Every lead in one place
Enquiries arrive in your CRM with contact details, value and status attached. Nothing sits buried in an email inbox waiting to be noticed.
Online booking integration
Customers can book and confirm directly online. Jobs land in your calendar without a single phone call.
Full pipeline visibility
See every lead, every stage and every outcome. Know exactly where your revenue is coming from each month.
Everything in your CRM and automation setup
Lead capture and tracking included in Growth; full CRM automation in Growth Plus. We provide CRM and automation systems for Australian service businesses looking to capture, track and follow up every enquiry.
CRM setup and configuration
Your CRM is set up around your business — services, stages, custom fields and team access all configured from day one.
Lead capture integration
Your website forms, booking pages and contact channels all feed directly into the CRM automatically.
Automatic enquiry acknowledgement
Every website enquiry receives an automatic acknowledgement on submission, so nobody is left wondering whether it sent. Follow-up stays in your hands — schedule a reminder on any lead and send from the same screen.
Booking system integration
Connected to your calendar so customers can book directly online. Appointments sync without any manual input.
Job tracking pipeline
Every job moves through a clear pipeline from enquiry to quote to booked to complete — visible at a glance.
Review request setup
An automatic follow-up email goes out two hours after every completed job with your Google review link in it — plus a link you can add to invoices and messages yourself.
Monthly reporting
Enquiry volume, conversion rate, revenue by source — the numbers that tell you what's working and what to fix.
Let customers book while you're on the tools
Phone tag is one of the biggest time wasters in a service business. A customer calls, you're on a job, they don't leave a message, they book someone else.
We integrate your website with a booking system that lets customers confirm jobs directly online — choosing a time, entering their details and paying a deposit if required. The booking lands in your calendar and your CRM automatically.
Valyrian Finance went from zero digital presence to a fully lead-tracked pipeline in 10 days — see the full story.
What service business owners say
Parents used to message me for times and locations before they'd book anything. Now they find their nearest session and book the trial themselves. That's a few hours a week back on the pitch instead of on my phone.
A CRM converts leads. Something has to create them
The other three parts of the system, and what each one does before the enquiry ever reaches your pipeline.
Website Design
A fast, conversion-built site around your services and suburbs — so there are enquiries for the system to catch.
Explore Website DesignLocal SEO
Suburb-targeted content and ongoing optimisation that keeps the pipeline filling without ad spend.
Explore Local SEOGoogle Business Profile
Calls and clicks straight from Google Search and Maps, feeding directly into your CRM.
Explore GBP OptimisationCRM and automation questions, answered
Do you use AI to set up my CRM?
Yes — AI helps us configure your CRM and automation sequences quickly. But every workflow is checked and tailored by the founder before it goes live, so it actually fits how your business runs, not a generic template.
Do I need a CRM if my business is small?
Yes — especially if you're small. The smaller the team, the more time you lose to manual follow-up, missed calls and jobs that fall through. A CRM gives you one place where every enquiry lands, so nothing depends on remembering.
What CRM platform do you use?
We select and configure the right platform based on your business size, services and workflow. We'll recommend the best fit during your discovery call — our goal is simplicity, not complexity.
Do I need to learn new software?
Minimal. We set everything up and configure it around your workflow. Day to day you're mostly looking at one screen — your leads — and it's kept simple and easy to navigate.
What booking platforms do you integrate with?
We work with a range of booking platforms depending on your industry and requirements. We'll assess your situation during onboarding and recommend the right fit.
Can I connect my existing tools?
In most cases yes. If you're already using a calendar, payment system or other tools, we'll connect them where possible. We'll review your current setup as part of the onboarding process.
Is CRM and automation included in every plan?
CRM setup and automation is included in Growth Plus. The Growth plan includes basic lead capture and tracking. If you're unsure which is right for you, the discovery call will make it clear.
How long does setup take?
CRM and automation setup is completed as part of your initial onboarding, within the 10 business day launch window alongside your website.
Will automation replace personal communication?
No. The system sends the acknowledgement and keeps every lead tracked in one place. You still decide when and how to follow up — the CRM just makes sure nothing is forgotten.
Can CRM and automation help me get more reviews?
Yes. An automatic follow-up email goes out two hours after every completed job with your Google review link in it. You can also send the link yourself on an invoice or in a message — the automatic one just means it always happens.
How do I get started?
Book a free discovery call. We'll walk through your current process, show you where you're losing leads, and outline exactly what we'd set up to fix it.
Stop losing leads to a slow follow-up process
Tell us about your business and we'll build your homepage — a real working page, not a sketch. We'll be back to you within 2 business days and walk you through it on a short call, including where your current process is leaking jobs. No cost, no obligation.