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CRM: get every lead out of spreadsheets and into one place
Get every lead out of spreadsheets and the director's head into one place. Less admin, nothing missed, a business you could one day sell.
The problem it solves
Right now your customer list lives in spreadsheets, a notebook, and the director's memory.
You are on a job, the phone rings, and you cannot get to it. That missed call was a customer, and by teatime they had booked someone else. It happens because there is no system catching the enquiry and following it up, only you, and you are out on the job.
That is what a CRM fixes. Instead of customer details scattered across spreadsheets, a notebook and your memory, everything lives in one place. Every enquiry is captured, every quote gets chased, and everyone works from the same information. Less admin, fewer leads lost, and far less riding on you remembering.
We set up and manage HighLevel, the CRM we use ourselves and set up for many of our clients. We build it around how your business actually works, connect it to your website so the enquiries you already capture flow straight in, and run the follow-up automatically. It pairs closely with our AI tools and automation, which take even more of the admin off your plate.
The bigger picture is worth saying plainly. Getting the business off spreadsheets is often the first real step towards a business you could one day sell, because the value stops living only in your head. That is why the CRM sits at the heart of both the Booked Solid System for trades and the Preferred Contractor Programme for civils and construction.
What it is
What is the We Are SMC CRM service?
We set up and manage HighLevel, a CRM chosen for how trades and construction businesses work. It captures your inbound leads, organises your customer data, automates the admin and keeps everyone working from the same information, instead of leads and details scattered across spreadsheets and the director's head.
A CRM is simply the one place your whole business keeps track of customers, leads and jobs. We set up and manage HighLevel, chosen because it suits how trades and construction firms actually work, and we build it around your business rather than handing you an empty system to figure out. It captures your inbound leads automatically, organises your customer data, and runs the follow-up admin that otherwise piles up or gets forgotten. Everyone works from the same information, so nothing depends on a notebook or whoever answered the phone. We use it ourselves and set it up for many of our clients. Getting the business off spreadsheets is often the first real step towards a business that could one day be sold, because the value stops living only in the owner's head.
How it works
The mechanism, in plain terms.
Enquiries land in one place
Calls, forms and messages all arrive in a single pipeline, so nothing slips through the cracks.
Follow-up happens automatically
Missed calls get a text back, and quotes get chased, without anyone having to remember.
You see the whole pipeline
Every job's stage, value and next action is visible, so you always know where things stand.
It shows what marketing pays back
Enquiries are traced to where they came from, so your spend is accountable, not guesswork.
What it does for you
Features, told as what you get.
All your data in one place
Outstanding organisation of your customer data, so you stop hunting through spreadsheets and inboxes.
Pipeline management
See every opportunity and exactly where it stands, so nothing gets forgotten.
Automations that cut admin
The repetitive follow-up runs itself, giving you time back and losing fewer leads.
Connected to your website and tools
It integrates with your website and the other platforms you rely on, so everything works together.
Captures inbound leads automatically
Every enquiry from your website lands in the CRM on its own, using the lead capture already built in.
Regular campaign emails
Stay in front of customers and prospects with email campaigns, so you are the name they remember.
Who it's for
The right fit matters.
Every We Are SMC client runs on it, trades and civils alike. If you handle enquiries, quotes and repeat customers, and too much of it lives in your head, it is built for you.
Pricing
How you get it.
Delivered as setup plus monthly management. Included in both the Booked Solid System and the Preferred Contractor Programme, or scoped on its own.
For trades
Booked Solid System
Included in the programme, set up and run for you.
See the programmeFor civils & construction
Preferred Contractor Programme
Included in the programme, set up and run for you.
See the programmeStandalone
Price on application
Setup plus monthly management, scoped to your business. We confirm the price on a call.
FAQ
Frequently asked questions.
What is HighLevel?
It is the CRM platform we build on, chosen because it does what trades and construction firms need without the bloat of bigger systems. You do not need to know it or learn it. We set it up, run it, and you get the benefit: leads in one place and the admin handled.
Do I need to be technical?
No. We do the setup and the day-to-day management. What you get is a system that just works: enquiries captured, follow-up running, and a clear view of your pipeline. You use the simple parts, we handle the rest.
Will it connect to my website?
Yes. We connect it to your website so enquiries flow straight in, and we integrate the other platforms you rely on where it helps. The point is to bring everything together, not to add another disconnected tool.
Can it capture leads from my site automatically?
Yes. Every enquiry from your website lands in the CRM on its own, using the lead capture already built into the site. Nothing sits in an inbox waiting to be copied across, and nothing gets lost between the form and the follow-up.
What does the monthly management cover?
We keep the system running and improving: maintaining your pipeline and automations, sending regular campaign emails, and refining it as your business changes. You are not handed an empty CRM and left to it. We run it with you, month to month.
Is my customer data mine?
Yes, always. Your customer data belongs to you. We set the system up and manage it, but the information is yours to keep and take with you. We treat it carefully and only use it to run your business.
How does this help me sell my business one day?
A buyer wants a business that runs on systems, not one that depends on the owner remembering everything. Getting your customers, pipeline and follow-up into one place is often the first real step towards a business that could be sold, because the value stops living only in your head.
Is it included in the programmes?
Yes. The CRM is the operations layer both the Booked Solid System for trades and the Preferred Contractor Programme for civils and construction are built on. It can also be set up and managed on its own where that is the right fit.
What clients say
“Steve has helped transform our website into one that frequently generates inbound leads rather than a static brochure. Our SEO has improved dramatically, and this has helped increase the revenue for the business.”
How we work
Getting started, in four steps.
Set up
We configure the CRM around your business and connect it to your website.
Capture
Every inbound lead lands in one place automatically, so nothing slips.
Automate
We build the automations that cut the admin and follow up for you.
Manage and grow
We run it month to month, sending campaigns and refining it as you grow.
Next step