The real thing
This is the actual board, not a mock-up.
Four columns
Lead, quoted, booked and done, in the order work actually moves.
Every job is a card
The customer, the job and what it is worth, on the card.
It moves itself
Approve a quote and the card moves across without anyone dragging it.
What it does
Takes leads in automatically. Reads incoming emails, website forms and messages and creates the record itself.
Pulls out the detail. Name, company, job title and what they actually asked for, with no data entry.
Logs the conversation. Calls, meetings and email threads summarised onto the customer's timeline.
Records a call in seconds. Speak into your phone after a job and it writes the record for you.
Scores the lead. Grades how likely each one is to buy.
Segments your customers. Groups them by trade, spend, area and how engaged they are.
Spots your best customers. Shows you which profiles are worth chasing more of.
Flags the quiet ones. Warns you when a regular has gone cold, before they go elsewhere.
Writes the marketing. Drafts emails, newsletters and posts aimed at a specific group.
Watches what works. Tracks what gets opened and adjusts when and how it sends.
The real thing
One thread, and the next reply already written.
The whole exchange
Every message on the job sits on one record, in order.
The next reply is written
Drafted from the thread and waiting for your tick.
Nothing is retyped
The record builds itself from the email, the form or the call.
Watch a call turn into a record.
Thirty seconds of talking after the job. Everything after that runs on its own.
Voice note
What was said
Right, that was Mrs Davies on|
Confirmation email sent to Mrs Davies
Your appointment is booked for Tuesday 11:00.
Reminder scheduled for Monday
Sends the day before, 24 hours ahead.
To Mrs Davies
Your boiler quote, Tuesday at 11:00
Hello Mrs Davies,
Thanks for the call this morning. I will come to you on Tuesday at 11:00 to measure up for the new combi.
I will bring the price with me on the day.
Kind regards, Scott
The booking, the confirmation and the reminder in this demo come from Enquiry Manager.
What you get
No data entry. Nobody copies contact details into a spreadsheet again.
Nothing gets dropped. Every enquiry is logged within minutes, not whenever someone gets round to it.
You can see the pipeline. An honest picture of what work is coming and what it is worth.
Marketing money goes further. You spend it on the customers who actually pay well.
Customers stay. You find out a regular has gone quiet while you can still do something about it.
Decisions on facts. Which jobs, which areas and which customers make you money.
How it works
Connects to your email and your website forms. Call records are made from your phone in the Glo app. Everything lands on one board you can see from anywhere.
Adding more than one? See the running monthly total
The other three solutions
Enquiry Manager
Every enquiry answered in minutes, written in your voice.
Follow Up Manager
Nothing you are owed gets forgotten, nothing sends without you.
Staff Manager
Leave, sickness, rotas and paperwork, run by email.