CRM & Automation · from £995
Leads are slipping through your fingers.
Someone enquires. You're on a job, you mean to reply, three days pass, they've gone with someone else. Not because you're worse - because you were slower. We set up simple systems that reply in seconds, follow up politely, and keep every lead warm until you're free.
The problem
Where the money leaks
Slow replies lose jobs
Most enquiries go with whoever responds first. If replying depends on you remembering, you are losing work you never knew you had.
Everything lives in your head
Quotes to chase, calls to return, jobs to invoice - scattered across texts, emails and a notebook in the van. Things fall through. Money falls with them.
You're drowning in tools
A booking app here, a mailing tool there, invoices somewhere else. None of them talk to each other and you're paying for all of them.
What you get
Everything included.
Nothing padded.
One simple CRM
Every lead, conversation and job in one place. CRM just means "customer relationship manager" - a tidy system for who said what, and what happens next.
Instant lead response
Someone fills in your form and gets a friendly text and email back in seconds - even when you are up a ladder. First to respond usually wins the job.
Follow-up that never forgets
Polite, human-sounding chase-ups for quotes and enquiries. Written in your voice, sent automatically, stopped the moment they reply.
Reviews on autopilot
Every happy customer gets a well-timed nudge to leave a Google review. Your reputation grows while you work.
Bookings, reminders and invoices
Online booking, appointment reminders that cut no-shows, and invoice chasing that does not make things awkward. All connected.
AI that saves you hours
Sensible AI setup for the boring bits - drafting replies, summarising enquiries, content workflows. No hype, just hours back every week.
How it works
What working with us
actually looks like.
Map what happens now
We follow a lead through your business and find where they go quiet, get forgotten, or fall out of the bucket.
Plug the leaks
We build the automations in priority order - instant response first, then follow-up, then reviews and reminders. Quick wins early.
Make it yours
Every message is written to sound like you, not like a robot. You approve everything before it goes near a customer.
Train and hand over
You get a system your whole team can use from their phone - and we stay close while you bed it in.
Fair questions
Things people ask us.
Is this going to annoy my customers?
The opposite, done right. Fast replies and helpful reminders feel like great service. Nobody's ever complained about hearing back too quickly.
I'm not techy. Will I actually use it?
That is exactly who we build for. If you can use WhatsApp, you can use this. And we set everything up for you - you are never left staring at an empty dashboard.
What does it cost to run?
Setup starts at £995 depending on how much we automate. It runs on Portal OS, our all-in-one platform, at £97 a month - which typically replaces £200-300 of separate tools you are already paying for.
Wondering if crm & automation is your next move?
Twenty minutes on the phone and you'll know - whether it's this, something cheaper, or nothing at all. We'll tell you straight.
Every month this stays on the someday list, the work goes to a competitor who sorted it.
Free · No obligation · No contracts, ever