Admin service
CRM and customer database support
We maintain contact records, organise job information and keep customer details current — so you're not hunting through old texts for a phone number.
Who this suits
For tradies with customer info everywhere and nowhere
When a customer's details are split across your phone, a notebook and three email threads, finding the right information costs you time. We keep records organised and current in one place, so the details are there when you need them.
What's included
- Maintaining contact records and customer details.
- Organising job information against the right customer.
- Keeping records current as details change.
- Tidying duplicate or incomplete entries.
What you supply
To work effectively within your systems, we'll need agreed access and information.
- Access to your CRM, spreadsheet or contact system
- Agreed fields you want kept (name, address, job type)
- Existing records to organise, where available
Illustrative example
A builder has customer details across a spreadsheet and a phone contact list. We merge and tidy them into one organised record per customer, with job notes attached — so a quick search brings up everything for that client.
What's included
- Maintain contact and customer records
- Organise job information
- Keep details current
- Tidy duplicate or incomplete entries
Boundaries & exclusions
- Migrating between software platforms without agreed scope
- Claiming automatic integrations with specific CRM tools
- Making sales calls or marketing outreach
- Storing records outside your agreed systems
We work within a client's existing systems where we can. We don't claim certifications, partnerships or automatic integrations with any particular CRM software.
FAQs
Questions about CRM support
Do you set up a new CRM for me?+
Which CRM do you work with?+
Can you do marketing outreach from my list?+
Get customer records in one place
Book a discovery call to set up CRM and record-keeping support.