What you lose without it
Enquiries land in email, the website form, Instagram and a voicemail, and the ones that don't get answered in a day go elsewhere. Quotes that went quiet stay quiet. Nobody knows which channel actually produces paying work.
What it holds
One row per enquiry: source, contact, what they want, value, stage, next action and date, last contact. Stages that match how you sell. A weekly list of who to follow up, with the follow-up drafted from your past messages. Won and lost reasons, so you learn what works.
What it reads from
Your inbox and website form (enquiries sorted in), your quote log, and a CRM if you have one (HubSpot, Pipedrive) or the client list in your job platform if you don't.
What the morning check says about it
"Four enquiries yesterday: two from the website, one referral, one Instagram. Two unanswered." "Quote to Dellscapes has had no reply in 12 days; follow-up drafted."
Where a spreadsheet stops being enough
Around 50 live opportunities or a sales team of more than two, when a real CRM earns its subscription. The module then reads the CRM instead of being it.
Starts at: From the Board (as a connected area). Levels → · Get a price →
All modules: Compliance and registers · Quotes and price book · Jobs, bookings and schedule · Money view · Knowledge base and procedures · Staff onboarding and training · Morning brief and reports · Inbox and admin · Suppliers, stock and purchasing · Marketing, reviews and content · Handover and owner-away
Written by Christian Stewart, Stewart Systems, Wollongong. Published 2026-09-29. Records and flags, not legal, WHS or insurance advice; rules change, check the regulator for the current one.