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CRM · One pipeline

Enquiries arrive in five places. They should live in one.

Calls on one phone, Instagram on another, the website form in an inbox. A CRM is not software you have to feed; it is what stops enquiries disappearing in between.

Talk to AliFollow one enquiry through

Pipeline

Example data

New

2

  • Dana W.

    WhatsApp

    Leaking ensuite shower

    $450 est4m

    Auto · First reply sent

  • 0491 570 156

    Missed call

    Missed call, after hours

    TBC11m

    Auto · Text back sent

Contacted

2

  • Jack T.

    Website form

    Split system install

    $1,800 est1h

    Auto · Follow-up scheduled

  • Sarah M.

    Instagram

    Kitchen splashback

    $900 est3h

    You · Called back

Quoted

1

  • Meg R.

    Website form

    Deck sanding and restain

    $3,200Yesterday

    Auto · Quote chase in 2 days

Won

1

  • Marco B.

    WhatsApp

    Gutter clean and repairs

    $980Tue

    Auto · Review request queued

fired automatically

done by you

Every channel lands in the same pipeline, thread attached, last touch recorded. Example data.

The worked example

One enquiry, as the pipeline records it

A worked example, not a client record: one kitchen renovation, followed stage by stage.

  1. New

    Tue 4:12 pm

    • AutoMessage received via Instagram. Source and full thread logged, follow-up timer attached.

  2. Held

    Tue 4:13 pm

    • AutoReply inside the minute: received, proper answer coming.

  3. Booked

    Tue 6:40 pm

    • YouYou reply from one inbox and book Thursday's site visit.
    • AutoConfirmation text sent: address, one-tap reschedule.

  4. Quoted

    Fri 10:15 am

    • YouQuote sent, the morning after the visit.
    • AutoChase starts: Monday nudge, Thursday nudge, stops on any reply.

  5. Won

    Mon 11:05 am

    • CustomerMonday's nudge answered. Quote accepted.
    • AutoDeposit invoice out, start date booked, reminders staged.

Two entries typed by a human. The system did the remembering; you did the judgement.

The build spec

What lives in the one place

Your account, your data, your list. If you ever leave, it all goes with you.

Every channel
One inbox for phone, WhatsApp, Instagram, Facebook, email and web forms
Your pipeline
A pipeline that matches how you actually work, not a template
Follow-up
Follow-up sequences that run without anyone remembering to
Bookings
Booking, staged reminders, and one-tap reschedule to cut no-shows
Quotes and reviews
Quote chasing and review requests handled automatically
Reporting
Reporting that shows where enquiries stall
Timeline
Live in one to two weeks. Most of that is mapping how you work.

We will not migrate you off a system that already works. If your current setup is fine, we will tell you and fix the gap instead.

How it goes in

Step 1: Map how you actually work

Most of the setup time is this conversation: your stages, your rules, what should chase and what should wait for you.

Step 2: Wire every channel in

Phone, WhatsApp, Instagram, Facebook, email and the website form, all landing in one inbox with the thread attached.

Step 3: Live in one to two weeks

Follow-up sequences on, reminders staged, and the first fortnight watched so the automation matches reality.

What it costs

No price list, and that is deliberate. Every number we give is fixed against a written scope, so the honest version of this section is what the number depends on.

CRM setup

Fixed setup, quoted on scope

Live in one to two weeks. Most of that is mapping how you work.

What moves the number:

  • How many channels need wiring in
  • How much history has to be migrated
  • Which sequences we build: follow-up, no-shows, quotes, reviews
  • Whether an AI agent sits on top
Book the call

Scope and price in writing before anything starts. Changes are requoted before we build, never invoiced after.

Before you move your leads somewhere new

This might be the wrong page

These five overlap, and buying the wrong one first is the most expensive mistake available here. Go sideways if this sounds more like your week.

  • If nothing answers the enquiry in the first place, at night or while you are on a job, you want

    AI agents

  • If the pipeline is fine and the trouble is that too little enters it, you want

    Marketing

Ask what happened to last Tuesday's enquiries.

If the answer lives across four apps and someone's memory, that is the leak. Twenty minutes with Ali Ishtiaq maps where yours stall. If your setup is fine, we will say so.

Talk to AliWhatsApp instead
+61 469 759 353

Ali Ishtiaq answers it himself. Monday to Friday, 9am to 6pm AEST.