Win more of the leads you're already getting
Most small businesses do not have a lead problem. They have a follow-up problem. We set up a simple sales pipeline so every enquiry and every quote gets tracked, followed up, and closed instead of lost in an inbox.
Where your leads actually go
Someone fills in a form or calls. They get a quick reply, maybe a quote, and then it sits. No reminder to follow up. No view of who is close to buying. No idea how many deals went cold last month.
If any of this sounds familiar:
- •Leads come in through email, text, socials, and the phone, and live in different places
- •Quotes go out and then nobody chases them
- •You cannot see, at a glance, what is in the pipeline and what it is worth
- •Follow-up depends on someone remembering
- •Your job or accounting software tracks the work, but nothing tracks the sale
That gap is where revenue quietly leaks.
A pipeline your team will actually use
We build your sales pipeline in Pipedrive and set it up around how you already sell, not a generic template.
- One place for every lead, from every source
- Stages that match your real sales process, from new enquiry to won
- Automatic follow-up reminders and email or SMS so nothing goes cold
- Web forms and your inbox feeding leads straight in
- Simple reporting so you can see what is in play and what is closing
- Team training so it sticks after we leave
We recommend Pipedrive because it is simple enough that a busy team will actually use it, and we are a Pipedrive Partner. If it is not the right fit for you, we will say so.
The other half of your system
Your job management app runs the work after you win it. It was never built to win it. A pipeline runs the sale before the job exists. Put the two together and you get one system with no gaps:
- Pipedrive wins the lead
- ServiceM8, or your job and accounting tools, does the work
- We wire them together so a won deal becomes a job, with no re-typing
We are Canada's only ServiceM8 Certified Partner and a Pipedrive Partner, and we build the integration between them. Not many people can set up both halves and connect them. We can.
Who this is for
- Trade and service businesses winning plenty of work but losing leads in the inbox
- Consultants, agencies, and professional services who sell on quotes and proposals
- Real estate, insurance, and other relationship businesses that live or die on follow-up
- Any team of roughly 5 to 100 people where sales still runs on memory and spreadsheets
How we work together
Map your sales process. We learn how leads come in and how you actually close, then design the pipeline around it.
Build and connect. We set up Pipedrive, the follow-up automation, and the integration with your other tools.
Train and refine. We train your team, document it, and tune it as you grow.
Ready to stop losing leads?
We map how leads come into your business, where they leak, and what a simple pipeline would look like for you.
Not sure this is your biggest problem? Start with an AI Business Assessment
Book a Free Discovery Call
Thirty minutes to map how leads come into your business, where they leak, and what a simple pipeline would look like for you. No pitch, no pressure. If it is not a fit, we will tell you.
Related ServiceM8 services
- Automation & systems services — The full list of what we do for trade and home service businesses.
- ServiceM8 setup and configuration — A proper ServiceM8 setup — job types, templates, forms, and workflows done right the first time.
- ServiceM8 data migration — Move your clients, jobs, and history onto ServiceM8 without losing data or downtime.
- ServiceM8 consultant in Canada — Work with Canada's only ServiceM8 Certified Partner.
- ServiceM8 consultant in the United States — ServiceM8 setup and support for trade businesses across the US.