Emergency call-outs, quoted jobs and maintenance customers - all on one system, with the follow-up and the reminders running themselves.
Onboarding is selective. Register and our sales team will review your business and be in touch.
Plumbing runs on two things a spreadsheet is terrible at: chasing the quotes you have out, and remembering the customers whose hot water unit is quietly ageing. Sales Intellect does both. It is the system behind our Acme Plumbing case study, and it is built for exactly this.
You priced the bathroom rough-in on Tuesday and never heard back. The system chases it for you until they reply, so no quote just evaporates.
Note the age of a unit on the customer's record and let a date trigger email them when a replacement is due - work you would never otherwise get time to find.
A web enquiry lands as a record, tagged and assigned, on the board in front of the right person, instead of a missed call.
Every job, quote, note, call and email on one timeline. No more "check with whoever spoke to them last".
Your enquiries on stages you define, each one handing the right person a list for today, with every call attempt logged.
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.
Build it once - "hot water enquiry in, send the price, wait two days, chase it, book the site visit" - and it runs for every customer after that, while you are on the tools.
A quote form on your website drops straight onto the contact, tagged and already inside a workflow, instead of an email to re-type.
Email your past customers from your own domain - a service reminder, a seasonal check - and see who opened and who booked.
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