Sales Intellect
CRM for Tradies

The CRM built for Australian tradies.

Stop losing quotes in a phone and a notebook. Every enquiry, quote and job on one system, with the follow-up running itself while you are on the tools.

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

The problem

Where the work leaks out.

Most tradies do not lose work because they are not good enough. They lose it because a quote never got chased, a call-back never happened, or a good customer from two years ago simply forgot who to ring. Sales Intellect catches every enquiry, keeps the quotes moving, and does the chasing for you.

The quote you never followed up

A price goes out, the day gets busy, and it is never chased. Sales Intellect follows up on its own, two days later and again after a week, until they answer.

Enquiries lost between the ute and the office

A form on your site lands straight on the customer's record, tagged and assigned, so nothing lives in a text message or a voicemail.

Old customers who never come back

The people you did great work for are your easiest next job. A date-based reminder brings them back - a service due, a season changing - from your own email address.

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 tradie 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 - "quote sent, wait two days, send a friendly nudge, then put them on 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 how a 6-van plumbing business did exactly this

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