CRM App · iOS & Android

That lead at 2pm?
Your competitor called at 2:03.

Every CRM I build for a client comes with a mobile app. Your entire pipeline, your conversations, your calendar — on your phone, wherever you are. The moment a new lead arrives, your phone alerts you. So you call back in minutes, not hours. And in this game, the business that calls first almost always wins the job.

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The 5-minute rule

more likely to win the job if you call back within five minutes.

Research across industries consistently shows the same pattern: speed of response is the single biggest factor in converting an enquiry into a paying customer. Not price. Not reputation. Not how good your work is. Speed.

— Aggregated UK/US lead response time studies

14:02
Without the app
Sarah fills in your website form. She wants a quote for a kitchen rewire and she's ready to book.
14:03
You don't know yet. You're on a job. The notification went to an email you won't check until tonight.
14:09
Sarah Googles "electrician Edinburgh." Finds three more. Fills in two of their forms.
14:12
Your competitor calls her back. They got notified the moment her enquiry came in.
18:30
You see the email. You call. "Sorry, sorted it this afternoon."
14:03
With the app
Your phone buzzes immediately. You call Sarah at 14:05. You get the job.
Let's be straight about what this is

It's the mobile app for the CRM I build for you. Configured properly. Connected to everything.

Your CRM platform — the one I set up as part of every Lite, System, or Performance build — comes with a mobile app on iOS and Android. That's true of most modern CRMs. What isn't true of most CRMs is that someone has actually set it up correctly for the way your business runs.

That's the difference. Out of the box, the app is generic. After I've configured it, it knows about your quiz funnel, your web forms, your call tracking number, your pipeline stages, and your automated follow-ups. So when a lead comes in from anywhere — your website, a paid ad, a phone call to your tracked number — your phone notifies you in seconds, with everything you need to know to call them back.

"The CRM is the back end. The app is the front. The value is in how the two are wired together — and that's the bit no one else bothers doing properly."

I don't claim to have built the app. I'd be lying if I did. What I do is make sure that when it's installed on your phone, it actually works the way you'd want it to — connected to everything I've built for you, notifying you when it should, silent when it shouldn't.

What it does on your phone

Everything you need to run your business from wherever you are.

Not a stripped-down version. The full CRM, accessible from your pocket — with the parts that matter on mobile actually thought through for mobile.

— 01 —

Instant push notifications

The moment a lead fills in your quiz, submits a web form, or calls your tracking number — your phone notifies you. Within seconds. No need to check a dashboard. No "I'll look at it later." If something comes in, you know.

— 02 —

Your full pipeline, always

Every lead and job at every stage — new enquiry, quoted, follow-up due, won, lost. Drag contacts between stages with a thumb. Nothing gets forgotten because you didn't have your laptop with you.

— 03 —

One-tap calling, logged automatically

Tap a contact, the app dials them. The call is logged against their record automatically. Add a note after, while it's fresh. Every conversation tracked — no manual entry, no notebook, no scrambling to remember what was said.

— 04 —

Every message in one thread

Texts, emails, calls — all in one place per contact. Open the app before calling back and you can see exactly what they asked for, when they got in touch, and what was said last time. No history lost between channels.

— 05 —

Calendar and reminders

Booked jobs, follow-ups, quote reviews — all in your calendar, synced with the CRM. The system reminds you before anything slips. Clients get automated reminders too, so they don't forget either.

— 06 —

Automations keep running

Even when you can't respond personally, the system does. An automated text goes out within seconds of a new enquiry — letting them know you've got it and you'll be in touch. Buys you breathing room without losing the lead.

Who this is for

Built for businesses that aren't run from a desk.

If your workday happens on site, on the road, or moving between locations — not in a chair in front of a screen — this is what your business has probably been missing.

Trades

Electricians, plumbers, builders, heating engineers

You're on a job from 7am to 5pm. Leads come in during the day. Without the app, you find out about them at 6pm — too late. With it, a 30-second call between jobs locks in the work before the next tradesperson can.

Training & Testing

Driver training, workplace training, testing services

You're instructing all day. The app means your team gets notified the moment a booking enquiry arrives — call back in the gap between sessions. The whole conversation logged without anyone writing anything down.

Professional Services

Consultants, advisors, anyone moving between meetings

In client meetings, at events, between appointments. Your pipeline travels with you. You know what's waiting, what needs following up, what to action when you've got a free five minutes.

Hospitality & Events

Venues, caterers, event businesses, hospitality operators

Running an event, working a service, managing a venue — enquiries always come in at the worst times. The app means nothing slips. Automated replies handle the immediate response. You follow up properly when you've got a moment.

Stop losing leads to slow response times

Your next lead is coming in while you're on a job.

Book a 20-minute call and I'll show you exactly how the notifications work, what happens between the moment a lead arrives and the moment you close the job — and what gets set up for you when you sign on.