Enquiry management
Collect the details you need on the enquiry form and keep each new lead in a clear list.
Booking, CRM and customer systems
Keep new enquiries organised from day one.
If leads are spread across email, Facebook, WhatsApp and spreadsheets, I can connect your website to a simpler system for following up, quoting and booking work.
You might only need two or three useful features. I will recommend the booking or customer tools that fit the way you work.
One example, from enquiry to payment
See where each enquiry is and what needs to happen next.
01
Enquiry
Collect the details you need.
02
Customer
Keep contact details and notes together.
03
Quote
Create and send the quote.
04
Job
Turn accepted work into a job.
05
Payment
Record deposits and payments.
Not every business needs all five steps. I fit the system around the way you actually handle the work.
Website + CRM
Put website enquiries and customer details in one place.
A CRM can keep customer details, enquiries, quotes, invoices, jobs, payments and reminders together.
This tends to suit service businesses and trades that deal with regular enquiries and quotes. It does not replace accounting, payroll or specialist field-service software.
View the CRM demoWebsite + bookings
Let customers request or book a time online.
I can add availability, booking questions, confirmations and online payment steps to a website for appointment-based businesses.
Instant confirmation is not right for every business. If you need to check capacity, travel or the type of job first, I can build a request-to-book process instead.
Possible features
Use only the parts your process needs.
Customer records
Keep contact details, notes and past activity with the right customer.
Quotes and invoices
Send quotes and invoices, and show customers what they need to do next.
Jobs and pipelines
See which jobs are new, waiting, accepted, booked or complete without checking several message threads.
Payments
Take a deposit or payment online when that suits the service.
Reminders
Add reminders for follow-ups, appointments and customer updates.
Where does the current process get messy?
Tell me how enquiries, quotes or bookings are handled today. I will tell you whether a connected system would help—or whether a simpler website is enough.
Talk through the process