The CRM That Follows Up While You're On the Tools
When you're on the tools, you can't answer every call. When you're answering calls, you can't do the job. Light Leads gives you a system that handles the follow-up automatically - so no lead slips through the cracks.
What is a CRM for service businesses?
A CRM (customer relationship management system) keeps all your leads, customers, and follow-ups in one place, instead of spread across your phone, your email, and a notebook. The Light Leads CRM brings your leads, customers, calendar, and follow-ups together. New enquiries land in the system, get an automatic response, and move through your pipeline, so nothing slips between the missed call and the finished job. It runs in the background while you stay on the tools.
Everything in one place
No more switching between WhatsApp, a spreadsheet, your email, and your phone trying to keep track of who called. One system, everything in it.
Your customer list, organised
Every contact, every job history, every note - in one place. Find anyone in seconds. No more scrolling through texts trying to find someone's number.
Automatic follow-up messages
When someone enquires, the system sends a follow-up for you. While you're on the tools, your leads are being looked after. SMS, email, or both - your call.
Your pipeline, at a glance
See every lead and where they're at - new enquiry, quote sent, job booked, job done. No more guessing who you need to get back to.
Appointment scheduling
Take bookings through your website or a link you send. Customers pick a time, it goes straight into your calendar. No phone tag.
Email and SMS campaigns
Send a message to all past customers at once. Running a promotion? Slow week? One message, sent in minutes, to everyone who's ever used you.
Review requests
After every completed job, the system automatically asks the customer for a review. More Google reviews, less asking awkwardly in person.
Everything else included
- Unified inbox - SMS, email, and WhatsApp in one place, with missed-call text-back
- Call tracking - recordings, tracking numbers, and lead source attribution
- Payments and invoicing - branded invoices, Stripe and PayPal, automatic reminders
- Website and funnel builder - build and host pages that capture leads
- Social content scheduler - plan and post to Facebook, Instagram, and Google
- Memberships and subscriptions - sell and manage recurring payments
- Mobile app - run your whole pipeline from your phone
- Integrations - connects to Google, payment gateways, and social tools
- Team and pipeline tools - assign leads and track performance
This is the actual system, not a mock-up
Here is what it looks like running a real service business. Branded as yours, set up by us.
Every message in one place
Calls, texts, website forms, and Facebook messages all land in one inbox. Miss a call and the system texts back in seconds, so the lead books a time while you stay on the job.
Every job, one screen
See every lead and exactly where it sits, from first enquiry to quote sent to job booked. You always know who needs a follow-up, and nothing gets forgotten.
Run it from the van
The whole system fits in your pocket. Check your pipeline, reply to a lead, take a booking, or send an invoice between jobs. Your business runs whether you are at a desk or under a bonnet.
CRM vs job software vs a spreadsheet
Most service businesses use job-management software for quoting and invoicing. A CRM handles everything around the job: the leads, the follow-ups, and the marketing. Many of our clients run both.
| What you need | Spreadsheet | Job-management software | Light Leads CRM |
|---|---|---|---|
| Capture leads from your website and socials | No | Limited | Yes |
| Automatic follow-up by SMS and email | No | No | Yes |
| See your whole pipeline at a glance | Manual | Yes | Yes |
| Quoting, scheduling, and invoicing the job | No | Yes | Yes |
| Automatic review requests after a job | No | Limited | Yes |
| Email and SMS marketing to past customers | No | No | Yes |
We set it up, you stay on the tools
You don't have to learn new software or wire anything up yourself. We import your contacts, build your pipeline and automations, connect your website, and show you how it runs.
Then it works in the background - and we're a message away whenever you want something changed.
Set up in a week, running forever
Built for the way service businesses actually work
The Light Leads CRM was designed with service business owners in mind. You're busy on the job. You're not sitting at a desk managing software all day. This system is set up to run in the background without needing constant attention.
Want help getting more leads too? Take a look at all our services or our AI Business Audits.
- Mobile mechanics and automotive services
- Plumbers, electricians, and builders
- Removalists and delivery services
- Cleaners and home service businesses
- Any service business that takes enquiries and books jobs
Frequently Asked Questions
Do I need to be tech-savvy to use this?
No. We set up the system for you, and we keep the interface simple. If you can use a smartphone, you can use this. We'll walk you through it and make sure you're comfortable before we hand it over.
How is this different from ServiceM8 or Tradify?
ServiceM8 and Tradify are great for job management - scheduling, quoting, and invoicing. Light Leads handles everything that happens before and after the job: the follow-ups, the marketing, the reviews, and the customer relationship. Many of our clients run both.
Can I manage it from my phone?
Yes. There's a mobile app, so you can check leads, reply to messages, take bookings, and track your pipeline from anywhere - on the job or on the road.
What happens to my existing customer data?
We import it for you. Whether it's in a spreadsheet, your phone contacts, or another system, we'll move it across during setup so you're not starting from scratch.
Does it work for solo operators or bigger teams?
Both. It's simple enough for a one-person business and scales up for teams, with lead assignment and performance tracking when you need it.
Is there a contract?
We recommend a 3-month minimum to give the system time to make a difference. After that, it's month-to-month. No lock-in beyond the initial term.
What does setup look like?
We handle it. Expect 1-2 sessions with us to configure the system, import your data, and train you on how to use it. Most businesses are fully set up within 1 to 2 weeks of signing up.
Can it connect to tools I already use?
Yes. It connects to Google tools, payment gateways like Stripe and PayPal, social platforms, and more. If your website is built with us, forms connect automatically. We'll confirm your integrations during setup.
Will it help me get more Google reviews?
Yes. After every completed job, the system can automatically ask the customer for a review by text or email. More reviews, without the awkward asking.
What kind of support do I get?
Support by chat, email, and phone. We're based in Australia and we understand how local service businesses actually run - so you're not stuck talking to an overseas help desk.