REGISTER · Customer records
Every customer in one place, not in your ute.
Names in your phone, jobs in a diary, addresses on paper in the van. It works until you need to find something from eight months ago. This puts customers, jobs and notes somewhere you can search from your phone.
How we actually do it
Set up on established software rather than something we built — we configure it, migrate what you have, and show you how to use it. Customer records, job history, notes and files, searchable on a phone. Configured around how you actually work, which means a conversation first rather than a template. Note honestly: this is real setup work, typically half a day, and it needs your input to be worth anything.
What you actually get
- Set up on proven software, configured for your trade
- Your existing customers migrated in
- Job history, notes and files, searchable
- Shown how to use it, not just handed over
What it costs
$449 one-off
Having a CRM set up properly in New Zealand: $1,139 – $2,875 NZ consultants publish $99 – $129 + GST per hour with a ten-hour minimum. A HubSpot partner's entry tier is $7,500 + GST. 123
Where it fits
Straight answers
Fair questions.
Do you build the software?
No. We set up proven software and configure it around how you work. Anyone claiming to have built you a CRM for a few hundred dollars is selling you a spreadsheet with a login.