Service 06
CRM & sales systems
A practical customer system from first enquiry through follow-up, quote and handover.
Give every lead a clear next step and every team member the right context.
What this can improve
What Trai can implement
- 01CRM selection and setup
- 02Pipeline and lifecycle design
- 03Contact and activity migration
- 04Email, phone and form integrations
What we can include in your project
We confirm the exact scope, provider requirements and costs in your proposal. These are possible inclusions, not an automatic bundle.
Choose around the sales process
Map enquiry sources, qualification, quote stages and handover needs. Compare suitable CRMs against your workflow, existing job system, export options and ongoing cost.
Useful records and pipelines
Configure contacts, businesses, opportunities, ownership and next actions. Keep the fields staff must complete proportionate to the decision or follow-up they support.
Migration and integrations
Review duplicates, required fields and permissions before importing approved data. Connect forms, phones, email or supported job systems with a defined source of truth for each record.
Follow-up, reporting and adoption
Set reminders, appropriate consent-aware sequences and dashboards. Test assignments and teach the team how to record outcomes, recover a stalled lead and manage exceptions.
A practical example
A website enquiry creates a contact and opportunity, assigns an owner and sets a next action. An approved quote can trigger a reminder; accepted work is handed to the job system without retyping the same details.
What to bring to the first conversation
Bring a sample enquiry-to-job journey, current spreadsheets, existing software access and your consent or suppression records. Start with a small, cleaned data sample before a full migration.
Common questions
Can a CRM replace ServiceM8, Tradify or simPRO?
Not automatically. A CRM manages customer and sales activity; a job system handles operational work. We check where their roles overlap before recommending an integration or replacement.
Do you only work with HubSpot?
No. HubSpot is one possible option. The recommendation depends on required workflows, budget, data ownership and the systems already in use.
Can our old leads be contacted again?
Only after the data, consent basis and suppression lists are reviewed. Possessing an email address or phone number alone is not a reason to send marketing.
Clear boundaries
Technology and implementation, with the right people involved.
Trai provides technology, implementation and general business consulting. Where your project requires licensed financial, legal, tax, telecommunications or other professional advice, we work with your chosen qualified adviser or connect you with an appropriate provider.
A useful place to start
What’s slowing your business down?
Bring the messy workflow, the missed calls or the system nobody trusts. We’ll help you find a sensible next step.