CRM
Enquiry becomes a customer record with history.
Example system / demonstration
Screens below are demonstrations. They show the class of system we build. They are not a live client account and not a fabricated client count.
Business Operating System
LIVE DEMO
Monthly performance
Revenue
$184k
+12% vs last month
Leads
146
32 new this week
Quotes
41
18 accepted
Conversion
29%
Quote to job
Example system / demonstration
This is a demonstration of a connected trade operating system — CRM, quoting, customer portal, jobs, invoices and intelligence. It is an example system, not a claimed client case study.
Enquiry becomes a customer record with history.
Configuration, calculation, PDF, approval.
Approve, pay a deposit, see documents.
Accepted work lands on a crew calendar.
Photos, notes and completion on the job.
Profitability and a question the system can answer.
North warehouse enquiry
42 m · calculated 7,812
Quote Q-1842 · A$18,640
Revenue $184k
Which jobs are currently most profitable?
Coastal residence 41%. Logistics yard 38%. Both above target margin.