Contacts Automations Email & SMS Reporting

CRM & Lead Management System

Capture leads, track every touchpoint, automate follow‑ups, and close deals faster. Built for Australian teams who need simple workflows, strong reporting and zero busywork.

Unified timeline per contact
Drag‑and‑drop pipelines
Auto‑nurture sequences
Sales Pipeline
This week
New
Acme Pty — Website RFP
BluePeak — Safety audit
NovaBuild — Toolbox talk
Qualified
Capitol Retail — OHS rollout
GreenHaul Logistics
Closing
Coastline Mining — Training
Metro Foods — PPE tracking
Drag cards to update stages • Click a deal for timeline & tasks

Everything you need to turn leads into customers

Powerful, practical tools without the bloat. Start simple and scale when you're ready.

Contacts & Companies

Unified profiles with notes, files, conversations, and activity timeline. Segment with tags and custom fields.

Pipelines

Build stage‑based pipelines for sales or service. Drag and drop deals, assign owners, and forecast revenue.

Automation

Trigger emails, SMS, tasks, and reminders based on form fills, stage changes, or inactivity.

Inbox & Sequences

Manage shared inboxes and run multi‑step email/SMS sequences with per‑step analytics.

Tasks & Calendar

Assign tasks, set due dates, and sync to your calendar. See what's next across your team.

Dashboards & Reports

Pipeline velocity, win rates, source attribution and more—export‑ready and audit‑friendly.

Everything You Need to Turn Leads into Customers — Automatically

Let AI Do the Heavy Lifting While You Focus on the Work That Matters.

1️⃣

Capture Every Lead in One Place

Facebook messages, website forms, SMS, phone calls — all your leads flow into one unified inbox. No more missed calls or lost opportunities.

2️⃣

AI Answers While You're on the Tools

Busy on-site or in a meeting? Your AI assistant responds instantly, qualifying leads and booking calls while you keep working.

3️⃣

AI Drafts Quotes for You

When a lead is ready, the system builds a personalized quote using your pre-set templates and pricing — ready to send in seconds.

4️⃣

AI Follows Up Until They Say "Yes"

No manual chasing. Smart sequences send friendly reminders and updates, keeping your name top-of-mind and converting more quotes into jobs.

5️⃣

AI Books Jobs Straight to Your Calendar

Once a quote is accepted, your AI scheduler confirms the job, adds it to your calendar, and updates the client automatically.

6️⃣

AI Sends Invoices & Follows Up on Payments

No more awkward payment chases — invoices go out instantly, with polite reminders until it's paid.

7️⃣

AI Asks for a Google Review (and Boosts Your Reputation)

After each job, your AI automatically requests a review — building social proof that wins your next customer.

See Why You Need a Smarter CRM

Missed calls, lost leads, and wasted opportunities don't have to be part of the job. Watch this video and then discover how our CRM & Lead Management System helps tradies and contractors take control.

Visual pipelines that reflect your process

Create stages for inbound leads, quotes, renewals—anything. Add probabilities, expected close dates, and custom fields that matter to your business.

  • Multiple pipelines for different teams or services
  • Bulk actions for fast updates
  • Stage‑based SLAs and alerts
Talk to sales
CRM pipeline screenshot

Example pipeline view (placeholder image)

Automation builder

Form submitted → Create deal + assign owner
Stage changed → Start email/SMS sequence
No reply in 3 days → Task reminder
Deal won → Thank‑you + invoice trigger

Automate the busywork, keep the human touch

Build visual flows in minutes. Set triggers, actions and delays so every lead gets timely, relevant communication—no manual chasing.

  • Reusable templates for common journeys
  • Per‑step analytics and A/B tests
  • Opt‑out and compliance controls built‑in

Your All-In-One AI Marketing Suite

Attract. Engage. Convert. Repeat.

Let your AI employee run your marketing while you focus on running the business.
From SEO and websites to social posts, funnels, and reviews — everything works together automatically to keep your calendar full.

1️⃣

Meet Your AI Employee

Your 24/7 digital marketing assistant that plans, writes, posts, and replies automatically — no more juggling agencies or endless to-dos.

2️⃣

Capture and Engage

  • Web Chat Widget: greet website visitors instantly and turn conversations into leads.
  • SEO & Google Optimization: rank higher, faster with AI keyword tracking and on-page insights.
3️⃣

Convert with Smart Funnels

  • Websites & Funnels: drag-and-drop pages that convert.
  • Forms & Surveys: collect the right info for smarter follow-ups.
4️⃣

Stay Top-of-Mind

  • Social Planner: schedule and auto-post content to every platform.
  • Blogs & AI Copy: publish optimized content that builds authority and traffic.
5️⃣

Automate Everything

  • Workflows: trigger personalized SMS, email, or tasks automatically.
  • Calendars: let leads self-book appointments synced to your schedule.
6️⃣

Build Trust & Reputation

  • Review Requests: AI automatically asks for Google reviews after each job.
  • Reputation Dashboard: track feedback and boost your star rating with ease.

"We offer two simple systems — one runs your business, the other runs your marketing."

🇦🇺 Aussie Business Automation Packages

Two powerful systems designed for Australian businesses

🧰

Option 1: AI Office System

Handle calls, quotes, invoices & reviews automatically.

$397/month
Setup Fee: $597 (Once-Off)
Annual Plan: $3,970/year (Save 2 Months)

Core Features:

Voice AI assistant (answers 24/7)
Job pipeline & CRM
Quotes & invoicing
Stripe integration & payment follow-ups
Booking automation
Review & reputation management

Setup Time: 2–3 business days

Ideal For: Companies who want to save time, get organised, and stop missing calls or payments.

Get Started with AI Office
MOST POPULAR
📈

Option 2: AI Business Growth System

Includes Everything in Option 1 + More

$597/month
Setup Fee: $997 (Once-Off)
Annual Plan: $5,970/year (Save 2 Months)

Everything in AI Office System PLUS:

Lead capture funnels & forms
Marketing pipeline automation
Email & SMS nurture campaigns
Website chat widget
Google & Facebook integrations
Social media automation
Review & referral campaigns

Setup Time: 3–5 business days

Ideal For: Companies who want a complete AI system that manages their calls, jobs, invoices, reviews, and ongoing marketing automatically.

Get Started with Growth System

Complete Feature Comparison

Feature AI Office System 🧰 AI Business Growth System 📈
Voice AI assistant (24/7)
Job pipeline & CRM
Quotes & invoicing
Stripe integration & payment follow-ups
Booking automation
Review & reputation management
Lead capture funnels & forms
Marketing pipeline automation
Email & SMS nurture campaigns
Website chat widget
Google & Facebook integrations
Social media automation
Review & referral campaigns
Setup Fee $597 $997
Monthly Fee $397/month $597/month
Annual Plan $3,970/year $5,970/year

Ready to Transform Your Business?

Contact us today for a free consultation and see how our solutions can help your business grow.

Get in Touch

Call Us

+61 483 960 161

Location

Serving all of Australia

Why Choose Our Demo?

  • Personalized to your business needs
  • See real ROI calculations
  • No obligation or sales pressure
  • Free implementation consultation