Sales Intellect
CRM for Electricians

The CRM built for Australian electricians.

Domestic jobs, commercial contracts and the compliance work in between - one system that captures the enquiry, chases the quote and remembers every site.

Onboarding is selective. Register and our sales team will review your business and be in touch.

The problem

Where the work leaks out.

Electrical work is a mix of one-off domestic jobs and commercial customers who come back again and again - if you remember to stay in front of them. Sales Intellect keeps every enquiry, quote and site on one record and does the following up for you.

Quotes that sit while you are on a job

Switchboard upgrades and rewires get priced and forgotten. The system follows up automatically until the customer decides.

Commercial customers worth staying in front of

Tag your commercial sites, track every job against them, and use email from your own domain to stay the electrician they call first.

Testing and compliance work on a cycle

Record when testing is due per site and let a date trigger remind both you and the customer - repeat revenue that would otherwise slip.

How it works

One system, doing the remembering for you.

One record per customer

Every job, quote, note, call and email on one timeline. No more "check with whoever spoke to them last".

A board that tells each electrician who is next

Your enquiries on stages you define, each one handing the right person a list for today, with every call attempt logged.

Every quote tracked to won or lost

An opportunity with a value, a close date and a chance of winning, so you know what is on the table and what it is worth.

Follow-up that runs itself

Build it once - "switchboard quote out, wait two days, send a nudge, then add to a callback list" - and it runs for every customer after that, while you are on the tools.

Enquiries arrive as records

A quote form on your website drops straight onto the contact, tagged and already inside a workflow, instead of an email to re-type.

Bring old customers back

Email your past customers from your own domain - a service reminder, a seasonal check - and see who opened and who booked.

See a trade business run exactly this way

Ready when you are

Let's set it up around how you work.

Our onboarding consultants learn how your business actually runs and build your fields, process, forms and first workflows with you. Prefer to see everything first? Here is the whole product.

Register your business