The problem

Where the work leaks out.

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.

Quotes that go quiet

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.

Hot water units nobody is tracking

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.

Emergency enquiries that need to reach someone now

A web enquiry lands as a record, tagged and assigned, on the board in front of the right person, instead of a missed call.

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 plumber 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 - "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.

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.

Read the Acme Plumbing case study

See it working

Watch how it works.

2:57 Sales Intellect in 3 minutes The whole CRM in one short tour: your contacts, sales boards and deals, the follow-up that runs itself, marketing, bookings, subscriptions and invoices.

1:55 Book a time with you No more back and forth over email. Customers pick a time you are actually free, and everyone's calendar stays right. See Sales Intellect's booking page end to end.

1:39 Plans that renew Keep every plan renewing on time. See how Sales Intellect tracks subscriptions: recurring revenue, renewals due, each customer's terms and payments.

All the videos

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.

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The CRM built for Australian plumbers.