The CRM pipeline layer inside the Smart Scale System
Auptomize does not sell CRM software on its own. The CRM is the layer inside the Smart Scale System where every enquiry lives, so that acquisition, response and follow up all operate on the same record.
It is set up, populated and maintained for you. The point is not to give a contractor another piece of software to log into. The point is that no opportunity sits in a stage nobody is working.
Does Auptomize provide a CRM?
Yes. A CRM pipeline is built and managed as part of the Smart Scale System, with every homeowner enquiry tracked through defined stages from new lead to closed job. It is not sold as standalone software and the contractor is not expected to administer it.
What a missing pipeline looks like
- Leads live in a phone, a notebook, a shared inbox and somebody's memory.
- Nobody can answer how many quotes are outstanding this week.
- A homeowner is chased twice by two people, or not at all.
- There is no way to tell which enquiries turned into revenue and which campaign produced them.
- When a team member leaves, their pipeline leaves with them.
The pipeline stages every contractor lead moves through
New enquiry
Created automatically the second the form is submitted, with source and campaign attached.
Contacted
Instant response sent, follow up sequence running.
Qualified
Project type, timeline and budget confirmed against your minimum job value.
Estimate booked
A slot in your calendar with automatic reminders to cut no shows.
Quote sent
The quote is logged and the post estimate follow up sequence begins.
Won or lost
Outcome recorded so weekly reporting reflects real revenue, not clicks.
- Build the pipeline and stages
- Keep records updated through automation
- Report on stage movement weekly
- Mark quoted jobs won or lost
- Keep your calendar current
"Their communication, service delivery and the systems are second to none. You always know where you stand, work gets done to a consistently high standard, and they genuinely care about your growth and treat it like it's their own."
Lead Generation
Exclusive homeowner lead generation for home improvement contractors
Speed To Lead
Speed to lead: the first contractor to respond usually wins the job
Follow Up
Automated lead follow up, from first enquiry to booked estimate
Booked Estimates
Booked estimates in your calendar, not a list of names
Nurture and Retain
Lead nurturing, reactivation and the work you already paid for
Frequently asked questions.
Do I need to manage the CRM?
No. It is built and maintained for you. Most contractors only use it to see where jobs stand and to mark work won or lost.
Does Auptomize sell CRM software?
No. The CRM is the pipeline layer inside the Smart Scale System, not a standalone product.
Who owns the lead data?
You do. The contact records and pipeline history belong to your business.
What reporting do I receive?
A weekly report covering enquiries, response times, booked estimates, shows and closed work.
Find out where your next jobs are getting stuck.
In 30 minutes, we will look at your current acquisition, pipeline and follow up and identify the gaps that are costing you opportunities.
Book Your Growth Diagnosis30 minutes. No obligation. Built specifically for established home improvement contractors.