CRM, Pipelines & Sales Automation
Organize every lead, conversation, quote, and deal in one visual drag-and-drop dashboard.
The Problem
Sticky notes, spreadsheets, and unread SMS threads mean lost invoices, forgotten quotes, and zero visibility into business revenue.
How It Works
The way this service runs
1
We configure your custom pipeline stages (New Lead, Quote Sent, Job Booked, Invoiced, Won).
2
Every web form, phone call, and SMS auto-creates a contact card in the pipeline.
3
Moving cards between stages triggers automatic follow-ups, invoice reminders, and review requests.
Who It Serves
Built for these businesses
- Trade Contractors
- Consultants
- Agencies
- Service Companies with multi-step sales process
Important Features
What's included
- Visual drag-and-drop opportunity boards
- Unified multi-channel inbox (SMS, Email, FB, Insta, Webchat)
- Automated stage-change triggers and notifications
- Revenue tracking & team performance reporting
Operational Benefits
What changes for your business
100% clarity on where every client is in your pipeline
Zero forgotten quotes or invoices
Mobile app access for on-the-go management
FAQs
Common questions about CRM & Pipelines
Can my team members have separate logins?
Yes. You can assign permissions and team-specific views.
Related HTRN Services
Often paired with
Let's Talk
Ready to put CRM & Pipelines to work?
Book a free consultation and we'll show you exactly how this service fits your business and connects with the rest of your systems.