Scale CRM
Never lose a lead in your WhatsApps again
Scale CRM puts every enquiry, call, text, email and quote in one place, and follows up for you. Set up around how your business actually works.
The problem
Sound familiar?
- Enquiries spread across texts, WhatsApp, Facebook and email
- Quotes sent and never followed up
- No idea which jobs came from where
- Customers who forget you after the job's done
What's included
How we fix it
Every lead in one inbox
Website forms, calls, texts, WhatsApp, Facebook and Instagram messages all land in one place.
Pipeline you can see
Drag each job from enquiry to quote to booked to paid. Know what's in the pipe at a glance.
Follow-up on autopilot
Instant replies when a lead comes in, reminders when a quote goes quiet, and review requests when the job's done.
Missed-call text back
Miss a call on a job and the caller gets a text straight away, so they don't ring the next trade on Google.
Bookings and reminders
Online booking into your calendar with automatic reminders, so fewer no-shows.
Works with your website
Your Scale Collective website feeds straight in, so every enquiry is tracked from the first click.
How it works
Three steps, done for you
Free demo
We show you the CRM set up around a business like yours.
We build it
We set up your pipeline, messages and automations for you.
You go live
We connect your website, phone and socials, and show you the ropes.
Questions
Scale CRM FAQs
What is a CRM?
A customer relationship management system: one place to keep every customer, enquiry, conversation and job, with tools to follow up automatically.
Do I have to set it up myself?
No. We set it up for you around your services and the way you work, then show you how to use it.
Does it work on my phone?
Yes. There's a mobile app, so you can reply to leads and move jobs along from the van.
How much does Scale CRM cost?
It depends on what you need set up. Book a free demo and we'll give you a clear monthly price.
Works best with
A website and local SEO that bring the leads in
Every service plugs into your Scale Collective website, designed free with £29 a month hosting. See pricing.