CRM & booking automation

Booking and CRM automation for small businesses in Teesside

Stop losing jobs because you forgot to follow up. Automate your lead chasing and get your evenings back. You did the hard work to get the lead. Don’t lose the money because it got lost in a spreadsheet or a sticky note. We automate your entire sales pipeline.

Price£199setup, excl. VAT

Lead command dashboard Veltra CRM PipelineLeadsQuotesBookingsReminders New leads24Quotes out£18.4kWon this month11 Follow-up sequence · quote #1042 Day 2SMS sentDay 5Email sentDay 7SMS queued Sarah K.Boiler serviceQuote sentJames T.Rewire, 3-bedFollowing upMark R.Kitchen fitJob won Messages Thursday · sent automatically Hi Sarah, just checking you got our quote for the boiler service. Any questions? Yes, go ahead please! Quote accepted Moved to Job won Reminder: we're with you tomorrow at 9:00 AM.
  1. 01
    Timeline agreed in writingYour automated CRM pipeline
  2. 02
    Every enquiry in one placeCalls, texts and emails logged together
  3. 03
    Zero manual adminFollow-ups and reminders run themselves

Illustrative examples

From Chaos to Clockwork.

Pipeline All leads · this month Auto follow-up: on New leadQuote sentFollowing upJob won Sarah K.Boiler service£180 Dan M.Bathroom refit£4,200 Priya S.Leak repair£150 James T.Rewire, 3-bed£3,600Day 2 sent Lucy W.EV charger£950Day 2 sent Emma L.Radiators£1,100Day 5 SMS Ben A.Patio doors£2,300Day 7 email Mark R.Kitchen fit£6,800Won Tom H.Boiler install£2,400Won Chris B.Roof repair£780Won Automatic · Day 5 follow-up Hi Mark, just checking you got our quote for the kitchen. Happy to answer anything.

Illustrative example, not a real client result

Example scenario: automated follow-up

Before
40%of quotes sent were never followed up on.
After
65%Automated SMS follow-ups increased quote-acceptance rate by 65%. Zero manual admin required.

The old way

If you are running your local business out of your email inbox, an Excel sheet, and text messages on your personal phone, you are capping your income.

You send out a quote on Tuesday. You get busy on Wednesday. By Friday, you forgot to follow up. On Monday, you finally text them, only to hear: “Sorry mate, we already went with someone else.” That is the sound of thousands of pounds slipping through the cracks because your admin is a mess.

Quotes_FINAL_v3 (2).xlsx NameJobQuoteChased? ??no??no?? Chase Sarahre quote??Call backTues!!Quote £3.6ksent? check Monday · 09:12 Sorry mate, we already went with someone else.

The Automated Revenue Engine

We build a robust, invisible backend that runs your admin for you.

  1. 01

    The Relentless Follow-Up

    When you send a quote, our system automatically texts and emails the customer 2, 5, and 7 days later until they say yes.

  2. 02

    One Central Hub

    Every call, text, and email from a client is logged in one simple dashboard. You know exactly where every penny is.

  3. 03

    Automated Reminders

    It automatically texts your clients 24 hours before a job so you never show up to an empty house again.

The offer stack

Here is the exact architecture you get with the Automated Revenue Engine:

  • Centralised Lead Command Dashboard

    Every lead, text, call, and quote organised in one single view.

  • The “Relentless Follow-Up” Sequence

    Automated SMS and email follow-ups to close quotes you sent days ago.

  • Self-Serve Client Booking System

    Let clients pick their own times without the back-and-forth messaging.

  • Automated Pre & Post-Job SMS Reminders

    Reminds clients before each job to help cut no-shows, and asks for a review afterwards.

Free bonuses

  • Bonus 1: Done-For-You Data Migration

    We will take your messy excel sheets and sticky notes and upload them into the new system for you.

  • Bonus 2: 1-on-1 Team Onboarding Session

    We will personally train you and your team on how to use the dashboard so you hit the ground running.

Your Investment:

£199 setup

Fixed price. Prices exclude VAT.

See the full price list
The Tees Transporter Bridge in Middlesbrough, its blue steel towers and high girder against a cloudy sunset sky.

In writing

A fixed scope and a timeline in writing

We architect and launch your automated CRM pipeline on a timeline set in your written proposal, with the follow-ups, reminders and booking rules agreed before we start. Your data stays yours, with a lead-data export available.

Next step

Ready to scale your business without drowning in admin?

Your Investment:£199setup, excl. VAT

  • Timeline agreed in writing
  • Every enquiry in one place
  • Zero manual admin
Book Your Pipeline Scaling Strategy Call Buy now for £199