CRM & Marketing Automation
Every enquiry followed up until it books, without you chasing it.
"Sorry we missed you! Want a quote? Pick a time here." Sent automatically, 6 seconds later
Day 7 email ✓Accepted ✓
Why it isn't working yet, and what we do.
A CRM is one place where every lead, quote and customer lives. Automation is the texts and emails that go out on time, every time, so nothing slips through while you're busy working.
What goes wrong
Quotes go out and nobody follows up
Most quotes aren't lost to price. They're lost because no one checked back.
Leads live in five places
Texts, voicemails, emails, Facebook messages and a notebook in the truck.
Old customers forget about you
The cheapest job to win is from someone who already liked your work.
What we actually do
Missed-call text back
If you can't answer, the caller gets a text within seconds so they don't call the next company.
Quote follow-up sequences
Friendly check-ins after every estimate until you get a yes or a no.
Appointment reminders
Fewer no-shows and last-minute cancellations.
Reactivation campaigns
Seasonal reminders and offers to past customers who haven't booked in a while.
One pipeline
Every enquiry, from every channel, in one place, with its source tracked.
How many quotes are going cold?
Most quotes are lost to silence, not to a cheaper competitor. Nobody followed up.
$2,400 a month left in your sent folder
About 3 jobs a month, or $28,800 a year, from quotes you already did the work to write.
Show me how to fix thisEstimate only. The win rate is yours to set: think about how often a customer said yes once you finally called back. The free needs assessment works from your real numbers.
What owners tell us, and what we say.
You've probably thought at least one of these. Here are the honest answers.
Ask us yours on the free assessmentYouI keep it all in my head.
CatalystThat works until a busy week. Then a quote goes unanswered and the customer books someone else. A CRM keeps every enquiry in one place and follows up for you.
YouTexts will annoy my customers.
CatalystNot when they're short, polite and sound like you. We write them in your voice and you approve every one. They stop as soon as someone replies.
YouI already have scheduling software.
CatalystMany field-service tools schedule well but don't chase quotes. We connect to what you already use and fill the follow-up gap, so you don't have to switch systems.
One piece of the whole system.
This is the step most agencies skip, and it's where the most money leaks. Everything we do upstream feeds it, and it feeds your review requests after the job.
Works well with CRM & Automation
Questions owners ask.
Which CRM do you use?
We build a custom CRM around how your business actually runs: your jobs, your team and your follow-up. You don't have to bend your business to fit a template.
Will the texts sound robotic?
No. We write them in your voice, short and human. You approve every message.
I already have job management software. Do I need this?
Many field-service tools handle scheduling well but not follow-up. We connect to what you have and fill the gaps.
How long does setup take?
The core pieces, missed-call text back and quote follow-up, usually come first because they pay off fastest.
Ready to get booked?
We'll show you where jobs are slipping away and what to fix first. Free, and yours to keep.
- Takes two minutes
- No obligation
- A real look at your business