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."
Client Reviews
Trusted by remodeling and construction companies.
“The growth has been night and day.”We started working with Auptomize Partners just over 12 months ago and the difference in the business has been massive.
Before working with them, growth was inconsistent and we were relying heavily on referrals. Since bringing Auptomize on, we’ve seen a steady increase in qualified opportunities, closed more projects and added well into six figures in additional revenue.
The biggest difference is that we now have a much more predictable way of bringing in new business every month.
Couldn’t recommend Adam and the team at Auptomize Partners enough.
“One of the best investments we’ve made in the business.”We’ve been working with Auptomize Partners for just over six months and have seen substantial growth in both revenue and the number of projects we’re taking on.
Within the first couple of months we started seeing a noticeable increase in new opportunities, and since then we’ve gone on to generate multiple six figures in additional business.
Adam and the team have become a genuine growth partner for us rather than just another agency.
If you’re a remodeling company like us that's serious about growing, I’d highly recommend Auptomize Partners.
“They genuinely care about your growth.”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.
“The difference in the business has been massive.”We started working with Auptomize Partners over 12 months ago and the difference in the business has been massive.
Before working with them, growth was inconsistent and we were relying heavily on referrals. Since bringing Auptomize on, we’ve seen huge growth in our company, and we are attracting more of the projects that we actually want.
The biggest difference is that we now have a much more predictable way of bringing in new business every month.
Couldn’t recommend Adam and the team at Auptomize Partners more, 10/10.
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.