Never lose an enquiry.
Capture every lead, see exactly where it came from, and let the right SMS or email fire the moment its status changes.
Phone rings, inbox pings, paper lists pile up.
Enquiries come from everywhere: your website, Facebook, Google, a referral, an inbound call. Without one place to land them, leads go cold while you're on the tools. Service Based CRM gives every enquiry the same destination, the same automatic follow-up, and the same visible path to a booked, paid job.
Built for how leads actually arrive.
Custom status workflows
Fully customisable pipeline stages per team. Set each one's name, colour, order, and pipeline group. Show or hide on the board. Leads and jobs use separate workflows so each fits how it actually works.
Workflow notifications
Link any status to a notification template. The moment a lead hits "Quote Sent", the SMS goes out. The moment it hits "Won", the email lands. Set it once; follow-ups happen on autopilot.
Drag-and-drop Kanban
A visual board built for moving fast. Drag a card from column to column to update its status. The board reflects your team's custom stages and colours.
Marketing attribution
Every lead is auto-tagged with UTM source/medium/campaign/term/content, plus click IDs from Google (gclid), Facebook (fbclid/fbp/fbc), Microsoft (msclkid), TikTok (ttclid), and GA client/session IDs.
Assign and own
Assign leads to a team member, give each person a focused "My Leads" view. Nothing falls between people.
Notes, files, calls
Per-source custom intake fields. Lead notes. Photo and file attachments. Inbound call logging. Everything about the enquiry, in one place.
Set the rule. Forget about it.
Link a status to a template, and from then on, every lead that enters that stage triggers the same on-brand SMS and email. Manual follow-up still works for one-offs, but the pipeline runs itself.
Learn about NotificationsCatch every lead, automatically.
Try the pipeline that runs itself. Free for 14 days.