Automation that chases work for you
A CRM set up properly, connected to your phone, calendar and accounting, with the follow up done by the system instead of your memory. Fixed price, live in two to four weeks, built in accounts you own.
The four things a small business should never do by hand
Answering, chasing, reminding and asking for reviews. Each one is simple, each one gets forgotten when you are busy, and each one is worth real money.
Answering
Missed call text back, instant form replies and an AI receptionist for after hours.
Chasing
Quote and proposal follow up sequences that keep going politely until there is an answer.
Reminding
Appointment confirmations, service reminders and recall campaigns on a schedule.
Asking
Review requests sent at the right moment with a one tap link to Google.
Missed call text back
The 48 hour fix that pays for itself on the first job
When a call rings out, most callers do not leave a voicemail. They ring the next business on Google. Missed call text back sends them an SMS within seconds ("Sorry we missed you, what's the job?"), starts a conversation and drops the lead into your pipeline so it cannot be forgotten.
What is included
- Works on your existing number with call tracking added behind it
- Two way SMS inbox your whole team can see
- Lead automatically created in the CRM with source and time
- Optional booking link so the customer can pick a time themselves
What a full CRM build includes
Lead capture
- Website forms that go straight into your pipeline
- Missed call text back within seconds
- Facebook and Google lead forms connected
- Live chat widget with instant reply
- QR codes for vans, signage and invoices
Follow up
- Quote and proposal chasing by SMS and email
- Appointment reminders and confirmations
- Recall and reactivation campaigns
- Review requests after every job
- Birthday and anniversary messages
Pipeline and booking
- Clear stages from enquiry to paid
- Online calendar booking for your team
- Tasks and alerts so nothing stalls
- Shared inbox for SMS, email and socials
- Reporting you can read in a minute
What happens the moment someone enquires
Connected to the software you already run
Retyping the same customer into three systems is where errors and wasted hours come from. We connect your CRM to accounting and job management so a booked job becomes an invoice and a paid invoice triggers a review request, without anyone touching it.
Common connections we build
| Your software | What we automate |
|---|---|
| Xero and MYOB | Create contacts and invoices from won deals, trigger follow up when invoices are overdue, send review requests when paid |
| ServiceM8, simPRO, Tradify | Turn a booked lead into a job, sync job status back to the customer by SMS, close the loop with a review |
| Cliniko, Halaxy, HotDoc | Reminders, waitlist fills, recall campaigns and new patient intake forms |
| Smokeball, LEAP, Actionstep | Intake to matter creation, document request sequences, consult booking |
| Shopify and Stripe | Order status updates, abandoned cart recovery, review and repeat purchase flows |
Custom integrations are built with n8n and Make, so you are never locked into one tool.
What do missed calls cost you each year?
Move the sliders. This is a rough estimate, not a promise, but most owners are surprised by the number.
Reporting you will actually read
Every build comes with a dashboard that answers the questions owners ask: how many enquiries came in, where from, how fast we replied, how many booked, how many quotes are waiting and how many reviews we collected. For bigger businesses we connect the data to Power BI or Looker Studio.
Compliance is built in, not bolted on
Australian rules for SMS, email and calls are strict and enforced. Every automation we ship includes consent capture, working unsubscribe links, sender identification and Do Not Call checks. For clinics we design review requests around AHPRA advertising rules.
How a build runs
Map
We map how an enquiry moves through your business today and agree the automations that matter most.
Build
Pipeline, forms, calendars, message sequences and integrations are set up in your own account. You own it.
Test
We run real calls, texts and bookings through every path before anything goes live.
Train and improve
Your team gets a recorded walkthrough. The care plan adds improvements each month.
Questions about automation
Which CRM do you use?
GoHighLevel for most small businesses because it combines CRM, SMS, email, calendars, forms, phone tools and reporting in one subscription. We also work with HubSpot, Zoho and Pipedrive when a client already uses them, and we build the integrations with n8n and Make so nothing depends on one vendor.
Can you connect to my accounting and job software?
Yes. Xero and MYOB for invoicing, ServiceM8, simPRO, Tradify and AroFlo for jobs, Cliniko, Halaxy, Nookal and HotDoc for clinics, Smokeball, LEAP and Actionstep for law firms, VaultRE and AgentBox for real estate. If your software has an API, we can usually connect it.
Is the SMS and email marketing compliant?
Every build includes consent capture, working unsubscribe links and sender identification so your messages comply with the Spam Act 2003. We also respect the Do Not Call Register for any voice outreach and design clinic review requests around AHPRA advertising rules.
Do I keep my phone number?
Yes. Your existing number stays as it is. We add call tracking and text back behind it, so nothing changes for your customers.
What happens after the build?
You get training, documentation and a care plan. The care plan covers hosting, monitoring, support hours and monthly improvements, and it is month to month.
Can I see reports?
Yes. You get a dashboard showing leads by source, response times, booked appointments, quotes outstanding and reviews collected. We can also connect it to Power BI or Looker Studio if you want deeper reporting.
Ready to stop losing leads?
Book a free audit and get a fixed price for your build.