One platform. Lead in, paid invoice out.
Service Based CRM bundles every job your team does into one workflow: capture the enquiry, schedule the work, quote it, get paid, and chase the rest by SMS and email, all automatically.
Leads
Never lose an enquiry. Customisable pipelines, drag-and-drop Kanban, and workflow notifications.
- Custom statuses per team
- Auto SMS on status change
- Full marketing attribution
Scheduling & Jobs
Your team's whole day, organised. Drag jobs onto staff lanes, see clashes, never double-book.
- Calendar + staff schedule
- Drag to reschedule
- iCal feed for Google/Apple
Customers
One tidy record per customer with the whole history at a glance.
- Full activity timeline
- Multiple addresses + map
- Duplicate detection + merge
Marketing
Know exactly what's working. Full attribution from ad click to paid invoice.
- UTM + click ID tracking
- Google Ads conversion upload
- FB + Google lead forms
SMS & Email
Follow up without lifting a finger. Templated SMS + email, automatic or manual.
- Merge fields + live preview
- Bring your own Twilio
- Workflow-driven
Quotes & Invoices
Quote fast, itemise clearly, and let GST totals calculate themselves.
- Line-item catalogue
- GST-ready for Australian biz
- Auto-calculated totals
Payments
Get paid on the spot, straight to your own Stripe account. Drop a payment link into any SMS or email and let the webhook close the loop.
- Your own Stripe
- Shareable links
- Auto-reconciliation
The plumbing that holds it all together.
Every feature sits on the same secure, multi-tenant foundation.
Dashboard & reports
At-a-glance view of your pipeline and performance.
Global search
Across customers, leads, jobs, and line items.
Team management
Invites, roles, business details, ABN, GST, branding.
Secure by default
2FA, email verification, encrypted credentials, multi-tenant isolation.
See every feature in your own pipeline.
Fourteen days free. No credit card. Set up in under a day.