LeadGenie’s CRM (your customer and job list) puts every customer, enquiry and quote on one record and every job on a board, then shows you which quotes have gone quiet. It’s a small business CRM for Australian tradies and service businesses, set up for you, on Get Organised: A$59 a month ex GST, no set-up fee.
Think about the last quote that came to nothing. You measured up, did the numbers at the kitchen table and emailed it. The customer said they’d have a think. Then two new jobs came in, and the quote slid down the sent folder.
Three weeks later they’d gone with someone else. They didn’t say no. Nobody asked again. A CRM fixes that by writing down where every job is up to, somewhere you’ll actually look.
The same on every plan from A$59 up. Higher plans add something that replies for you.
A website form, a booking or a name you type in becomes a customer record and a card in New. Nobody re-types it.
New, quoted, won, in your own words. Put the quote value on the card and drag it when the job moves.
On Monday, one filter lists every quote that hasn’t moved in a week. You make the calls. Nothing is sent for you.
If someone goes quiet partway through a chat, it follows up for you. Quotes you sent yourself are still yours to chase. How follow-ups work →
All of it comes with Get Organised at A$59 a month, and with every plan above it.
Details, notes, tags, form answers, bookings and the full history, found in a search.
New, quoted, won, in your own words, with the value on each card.
Every quote that’s gone a week without an answer, with its value and your note. Your Monday list.
“Ring back Thursday”, with a due date and a name. It reminds you, not the customer.
Website forms land on the board. Customers book into your real hours. How booking works →
Your spreadsheet, phone contacts or old CRM, loaded and de-duplicated for you.
Everything in Get Found (A$29): review links, drafted replies, your Google profile and the reviews widget. Reviews →
No AI answering, no phone number and nothing sent for you. You make the call. AI answering starts at A$199.
Example business: a bathroom renovator on Get Organised. No AI anywhere in it.
Example business and figures. LeadGenie didn’t call, text or email her: you rang from your own phone. Want the first reply done for you? See Starter →
A CRM works as hard as the person who opens it. Get Organised won’t message or ring anybody. If you won’t spend five minutes on the board each Monday, keep your notebook. If you’d rather the first reply was done for you, that’s Starter.
What sits on a record, and whether you type it or it arrives by itself, plan by plan.
You move the card on every plan: deciding a job is won is your call. Records are private to your business. Your team sees them; customers never do. What the inbox adds →
Set up for you by our team in Parramatta, and running now for Employment Star, Dealia and Advantek Australia.
It covers the work before a job is won. Scheduling, timesheets and invoicing stay in your job software, and ServiceM8 or Tradify aren’t synced as standard.
Keep quoting the way you do now and put the value on the card. Invoicing stays in your accounting software.
If you open your current CRM every Monday and your quotes don’t go quiet, switching gains you little.
Your team and our support staff can see your records; other customers never can. Customer data is hosted in the United States, not sold, and not shared for anyone else’s purposes. A quote request isn’t consent to your newsletter: the Spam Act still applies. How we handle customer data → How it’s secured →
A$59 a month ex GST, with no set-up fee and no usage bill. It includes everything in Get Found, and we set it up for you: live 4 to 7 business days after your onboarding call. Prices locked in for your first 12 months. Month to month, no lock-in, no exit fee, 30 days’ notice to cancel. Not included: AI answering, a phone number and the shared inbox.
Your Google profile, review links and QR codes, drafted replies and the reviews widget. No customer record or board on this plan: they start one rung up.
The CRM, a board of quotes and jobs, forms, booking calendars and follow-up reminders, plus everything in Get Found. You look at it, and you make the calls.
Adds one inbox for every message: web chat, Facebook, Instagram and email, on each customer’s record, plus an email alert when an enquiry lands. You still reply yourself.
Every call answered on the first ring, with a summary and transcript on the caller’s record and an Australian mobile number included. Calls and texts are billed by use.
All prices ex GST, per month. The three Smart Tools plans have no set-up fee and no usage bill. Starter has a one-time A$999 set-up fee and Growth A$1,999, not refundable except where the law requires it or for a billing error. On Growth, calls are A$0.03 a minute, texts A$0.11 sent and A$0.02 received, billed by use; most businesses spend about A$30 to A$70 a month on those (an estimate). Pro is from A$799 a month, with set-up from A$2,499. See Smart Tools pricing → AI plan pricing →
An example month for a business sending twenty quotes: once with a notebook and a sent folder, once with the board. Customers who say yes straight away say yes either way. The difference is the quiet ones.
Example figures, not a promise. The weakest is the one in four: how many quiet quotes turn into jobs depends on your price, your trade and who else quoted. Nothing in the right-hand column is credited to the software. You won those jobs on the phone, and the board told you who to ring.
That’s who it’s built for. We set it up before you log in, with your stages, forms and contacts in place. Your one habit: drag a card when a job moves, and check the board on Monday.
Yes. Send us a spreadsheet, your phone contacts or an export from your old CRM. We load it and merge the duplicates before you start. No list? It fills up from your forms and bookings.
Yes, and that’s where most people use it. The board, records, notes and calendar all work on a phone, with no app to buy. Your team can have their own logins at no extra charge.
A$59 a month ex GST, with Get Found included. No set-up fee, no usage bill and no charge per contact or user. It sends no texts and makes no calls, so nothing is metered. Prices are locked in for your first 12 months. See Smart Tools pricing →
No. It’s month to month, with no exit fee and 30 days’ notice to cancel. Export your contacts to a spreadsheet any time, including on your way out, and we’ll delete what’s held when you leave.
A spreadsheet only knows what you type into it. Here, forms and bookings fill the record for you, every job sits on a board, and one filter shows which quotes have gone quiet. What a CRM is, with examples → Seven CRMs compared, with AUD prices →
A free 30-minute video call, no obligation. We’ll show you a real board and customer record, and tell you honestly whether a CRM will help.
