CRM & Systems

Looking to take your business online? We’re ready!

Let TradeFlowAI automate sales tracking and customer interaction.

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When leads fall through the cracks, you lose money.

You’re too busy quoting, driving, or finishing a job to remember every callback. A CRM solves that. It organises every lead, automates the follow-up, and keeps your pipeline full without chasing.

Turn leads into booked jobs automatically.

We don’t just generate leads. We help you turn every enquiry into booked work using smart automation, instant follow-ups, and a CRM system that keeps your business organised while you stay on the tools.

The Bottom Line

You can spend thousands on leads… but if you don’t follow up fast, you’ll lose them.

Our CRM and sales system closes the gap between a “maybe” and a “yes”—automatically.

What’s Included in Our Sales System

✅ Lead Management CRM
Every enquiry gets logged instantly—no more losing track of who messaged you or when to call them back. You can see their job info, contact history, and quote status at a glance.

✅ Automated Follow-Up Sequences
We send instant SMS & email confirmations, quote reminders, and review requests—so you close more jobs while you work.

✅ Pipeline Tracking
Know exactly where every lead is in your sales process: new, quoted, pending, won, or lost. No sticky notes or guesswork—just clarity.

✅ Review & Invoice Automation
Close a job, trigger a review request, and send the invoice—automatically. No admin delay. No forgetfulness.

✅ Full Integration with Your Ads & Website
Every lead from your Facebook or Google Ads drops straight into your CRM, ready to be tracked, messaged, and closed.

Start a project today!

TESTIMONIALS

What others are saying

Natacha Noel

Jamie made my company Millionaire Search International $80k in the first month of working together! - I genuinely couldn't recommend Jamie and his team more.

Sean Giles

I got put in touch with Jamie & his team through a mutual friend... Within 24 hrs of reaching out to Jamie. He had the website built with logo's, images & copy of the website. Fast, reliable & all around incredible guy

Mishaal Latif

Couldn't recommend Jamie enough, revamped my website, put in new systems to automate my entire business. 15 leads generated in the first 2 weeks!

Case Studies

Conservatory Insulation Solutions

This company offered a high-value service (£20K–£60K per job), but their lead quality was poor. They needed fewer, better enquiries from people who could afford their service.

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Fixupp - Plumbing Company

They generated 45 leads in 2 weeks Their team went from dry inboxes to quoting multiple jobs per day. The leads were serious, high-quality, and ready to move. Now, instead of relying on luck or Facebook group posts, FixUpp has a consistent machine that feeds them new opportunities every week.

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PM Contracts

18 leads in 5 days meant PM Contracts didn’t just stay busy—they had options. They could choose the best jobs, price confidently, and fill their schedule weeks in advance. The campaign gave them breathing room, cash flow, and clarity about how to scale. With this system in place, they now look at growth as a formula—not a guessing game.