Every enquiry captured
Website forms, WhatsApp, email and calls logged with a reference, a source and an owner. A form that fails raises an alert instead of silently dropping the lead.
Trades × Custom CRM
Every enquiry answered. Every quote followed up.
Enquiries from WhatsApp, calls, your website and referrals from perits and developers all go into one pipeline with an owner and a next step. Quotes that go quiet get chased, and past clients get remembered. A custom CRM that fits how contractors win work, not how software teams sell subscriptions.
Sound familiar?
You win work by being fast, and you’re on site.
A builder in Malta gets work from word of mouth, a perit who recommends you, a developer you have worked for before, a Facebook post and a website form. The enquiries arrive while you’re on a roof. Some get answered that evening, some the next week, and some never. Meanwhile a client from three years ago needs a second phase and you can’t find their number. The pipeline matters because of the money in it.
- Enquiries arrive on WhatsApp, by call and by form, and only some are written down.
- You don’t know which perits and developers send you the most work.
- Quotes go out and nobody follows up the silent ones.
- Past clients and their jobs sit in old chat threads.
- The website form emails someone who might be on a job, or silently fails.
What gets built
The parts, shaped to you.
Pick the ones you need. Each is built around how your team already works, then joined up on one set of data.
A pipeline with your stages
New, site visit booked, quoting, quote sent, follow-up, won, lost. Each stage shows how long a job has sat there, and a quote that’s gone quiet is flagged.
Site visits on the calendar
Book the visit against your calendar with the address and a map link, and send the client a confirmation and a reminder.
Referral and source tracking
Record who sent each job (a perit, an architect, a developer, a past client, an ad) and see which sources bring the work that you actually win.
Client history
One record per client with their jobs, quotes, invoices, photos and messages, so a returning client picks up where they left off.
Follow-ups that happen
Reminders and message templates for quotes with no reply, the week after completion and the anniversary of a job. A request for a review goes out when a job is done.
Quotes from the record
Create a quote from the client record, with prices from your rate card, and see when it was opened. The link to quoting software is direct.
Reports
Enquiries by source, win rate, quote value in the pipeline and response times, so you know what to spend your time on.
A good fit if
- Enquiries come through WhatsApp, calls and referrals, and some get lost.
- You want to know which referrers send work that converts.
- Quotes go out and follow-up depends on memory.
- You want the CRM, quotes and jobs to share one record per client.
Not the right call if
- You get a few jobs a month by word of mouth and know every client. A notebook and your phone contacts will do.
- You only need a team-wide sales funnel. A standard CRM is cheaper; see custom CRM versus HubSpot.
Proof
Built before, running now.
Construction · Live · portal v1Nathan Fenech Concreting
Lead capture that stores and references every enquiry, after the old form had been silently dropping them.
Read the case study Storage & logistics · Live · in daily useStorexA quote pipeline that flags missed steps, abandoned-quote capture and one inbox for Gmail, WhatsApp, Messenger and Instagram.
Read the case studyHow it runs
From first call to daily use.
The same five steps on every project, sized to yours.
- 01A short call or the quote builder
Tell me how the business runs today: the tools, the workarounds, the bit that drives you mad. The quote builder takes about five minutes and gives me a scoped brief.
- 02A fixed quote, in phases
I reply with a fixed price and a phase plan. The must-haves go first, so you are using the system while the rest is still being built.
- 03Previews as it’s built
You see the real system on a private link while it is being built, with your own data in it as early as possible. Changes are cheap at this stage, so this is where we make them.
- 04Your data moved across
Spreadsheets, an old system, email threads: the data comes with you, checked against the source so nothing is lost on the way.
- 05Launch, then care
Your team gets a walkthrough, and I stay on for fixes and new features, either on a monthly support plan or pay as you go.
FAQ
Questions, answered.
Can WhatsApp messages go into the CRM?
Yes, via the WhatsApp Business platform. Messages are filed against the client and the enquiry, and replies come from a shared inbox rather than someone’s phone. Setting up the API takes a little time; see the WhatsApp Business API guide.
My team is two people. Is this worth it?
If you lose work through slow replies and forgotten follow-ups, yes. If you don’t, a simple tool will do and I’ll tell you so. The question is how much a missed quote costs you.
Can it record where jobs come from?
Yes. Every enquiry has a source, including referrals from named perits, architects or developers, and the report shows which sources produce jobs you win.
Can I use it on site from my phone?
Yes. It works in the phone browser and installs to the home screen, so logging an enquiry or checking a client takes a few taps.
Can it become the job and invoicing system later?
Yes. The same client record can carry quotes, jobs and invoices, built in phases.
What does it cost in time?
A focused CRM for a contractor is typically a few weeks. Customer records are roughly 40 to 80 build hours and reports 25 to 60, on top of 30 to 50 hours of shared groundwork, and connecting WhatsApp adds about 17 to 30. The quote builder shows the total as you tick modules, and the fixed quote sets out phases so the enquiry capture goes live first.
Go deeper
Read next, then decide.
ServiceCustom CRM
Enquiries, clients, pipeline and follow-ups in one place, shaped to how you sell.
IndustryTrades & constructionEnquiries, priced quotes, schedules, crew app and progress invoices.
SystemQuoting software for buildersTakeoffs to priced quotes from your rate card, online accept and deposit, totals re-checked on the server.
SystemConstruction job managementStaged jobs, crew scheduling, GPS clock-in, checklists, site photos, variations and job costing.
GuideWhatsApp Business app vs APIThe WhatsApp Business app versus the Platform API: templates, the 24-hour window, opt-in and charges.
ComparisonCustom CRM vs HubSpotA fair comparison: seat pricing, fit, WhatsApp, data ownership and when HubSpot is the better pick.
Case studyNathan Fenech ConcretingFrom a one-page Malta site to a brand, website and quote-to-cash portal for a concreting business now serving Melbourne.
IntegrationWhatsAppMessages filed against the client, reminders and updates sent from your CRM or booking system.
Often built together
Related systems.
Custom CRM
Enquiries, clients, pipeline and follow-ups in one place, shaped to how you sell.
Trades & constructionEnquiries, priced quotes, schedules, crew app and progress invoices.
Quoting & invoicingQuotes from your rate card, invoices with VAT, deposits and automatic chasing.
Websites for systemsFast, search-ready sites with forms, calculators and bookings wired into your system.
How pricing works · Digitalise Your SME grants · All case studies
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Get a fixed quote.
The quote builder opens with the parts on this page already switched on. Add or remove what you like, and I reply with a fixed quote.