Back office
CRM ManagerEvery lead logged. Every quote chased.
Your CRM Manager keeps your pipeline honest — logging every enquiry, following up every quote on schedule, nudging no-shows and bringing old customers back, without you touching it.
What your CRM Manager takes off your plate.
Logs every enquiry
Source, contact details, what they asked for and notes — nothing falls through.
Chases every quote
Follow-ups on a schedule you set, in your voice, until there’s a yes or a no.
Follows up no-shows
A polite message to rebook, sent the same day.
Wins back old customers
Annual services, check-ups and “it’s been a while” messages at the right time.
Keeps the pipeline tidy
Updates stages, merges duplicates and fills in missing details.
Tells you where you stand
A weekly summary of what’s open, what’s won and what’s gone cold.
What a normal day looks like.
An example, not a promise — every CRM Manager is built around how your business actually works.
Today’s log
- Logs the six enquiries that came in overnight, with notes.
- Sends day-two and day-seven follow-ups on last week’s quotes.
- Merges three duplicate customer records.
- Messages 14 customers due their annual service — four rebook.
- Moves today’s won jobs along the pipeline and flags two going cold.
Targets agreed before day one. Reported every week.
We set the numbers with you in the audit, put them in writing, and report against them every Monday.
Quotes followed up
The share of quotes that got every follow-up you agreed.
Quote-to-job conversion
How many quotes turned into booked work.
Past customers re-booked
Repeat work brought back without you lifting a finger.
Plugs into what you already use.
You approve the follow-up schedule and wording, and choose which deals it can chase on its own and which come to you.
- HubSpot
- Pipedrive
- Salesforce
- Zoho
- Jobber
- ServiceM8
- Google Sheets
- Gmail
- Outlook
Built bespoke for your business.
One build fee, fixed in writing after your free audit, then a small monthly upkeep. Backed by our 60-day targets guarantee.