CRM and Lead Automation — Trade Businesses

Your leads, chased.
Your reviews, generated.
Automatically.

Most trade businesses lose jobs not because they did a bad job, but because they never followed up. Turinga builds automated CRM systems that chase every lead, request every review, and keep your pipeline full while you focus on the work.

Instant lead follow-up Automated review requests Full pipeline visibility No tech knowledge needed

Your job pipeline — live

New enquiries 4 this week
Quote sent — awaiting response 2 chasing
Job booked 3 confirmed
Invoice sent — awaiting payment 1 chasing
Review requested Auto-sent ✓
80%

drop in lead conversion rate if you do not follow up within 5 minutes of an enquiry

3–5×

increase in Google reviews per month for trade businesses using automated review requests

£0

in manual admin time spent on follow-ups, review requests, or invoice chasing once set up

2 wks

from sign-up to your full automation system being live and running

What we automate

Every part of your business
that runs on repetition.

We identify every task you do repeatedly and automate it. The result is a business that responds faster, follows up consistently, and never lets a lead or a review slip through.

01 Instant lead follow-up sequences
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The moment a new enquiry comes in — from your website, a phone call, a Facebook ad, or a referral — an automated SMS goes out within minutes. If the lead does not respond, a follow-up sequence runs over the next 3 to 7 days. No lead ever goes cold because you were too busy to reply.

Included in Growth Included in Full Stack
02 Automated Google review generation
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After every completed job, a personalised SMS is sent to the customer with a direct link to your Google review page. The timing is optimised — sent within 2 hours of job completion when the customer is still satisfied and engaged. Google reviews are the single biggest driver of inbound trade enquiries and most tradesmen have no system for generating them consistently.

Included in Growth Included in Full Stack
03 Quote follow-up and acceptance chasing
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When a quote is sent and not accepted within 48 hours, an automated follow-up SMS goes out. Then again at 7 days. Then a final prompt at 14 days. No more forgetting to chase a quote you sent three weeks ago. The system tracks every open quote and chases it for you on the right schedule.

Included in Full Stack
04 Appointment reminder sequences
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An automated reminder goes to every customer 24 hours before their appointment and again 2 hours before. No-shows drop dramatically and customers feel looked after. For bookings taken weeks in advance, a third reminder goes out 3 days before. All automated, zero effort from you.

Included in Growth Included in Full Stack
05 Invoice and payment chasing
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Outstanding invoices are chased automatically at 7, 14, and 21 days. The messages are polite and professional and are sent without you having to remember or take any action. Late payment drops significantly when customers know a reminder will arrive regardless.

Included in Full Stack
06 Seasonal SMS campaigns to existing customers
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Your existing customer database is one of your biggest untapped assets. A seasonal SMS campaign — boiler service reminders in September, gutter clearing in October, garden maintenance in March — generates immediate bookings from customers who already trust you and just needed a reminder to call.

Included in Full Stack Add-on available

New enquiry — automated sequence

Enquiry received — 09:14

Lead captured from website form. Name, number, job type logged automatically.

Instant

SMS sent to lead — 09:15

"Hi [Name], thanks for your enquiry. We will be in touch within the hour to discuss your job."

Within 60 seconds

Summary sent to you — 09:15

Full lead details arrive in your pocket. Call when you are free.

Instant

Follow-up if no response — Day 2

Automated SMS follow-up sent if lead has not replied or booked.

48 hours after enquiry
5

Final chase — Day 7

Last automated follow-up. Lead tagged for manual review if still unresponded.

7 days after enquiry

What it delivers

Real outcomes for
real trade businesses.

These are the measurable results trade businesses typically see within the first 60 days of their Turinga CRM automation going live.

3–5×

More Google reviews per month

Automated post-job review requests sent at the right moment generate a consistent flow of new reviews without you ever having to ask.

40%

Fewer lost quotes

Automated quote chasing catches the customers who were interested but got busy and forgot to respond. Most accept within the first follow-up.

Zero

Hours spent on manual follow-up

Every sequence, every reminder, every chase message runs automatically. You get the results without the admin.

How it works

Set up in two weeks.
Runs forever after that.

01

Discovery call

We map every touchpoint in your current business — how leads come in, how you follow up, how you invoice. 30 minutes.

02

We build your system

Your pipeline, sequences, and templates are built around how your business actually works. Nothing generic.

03

Go live

Your automation stack goes live. We test every sequence end to end before switching on. You just keep working.

04

Monthly optimisation

We review your sequence performance every month, improve response rates, and add new automations as your business grows.

FAQ

Questions about CRM and lead automation answered.

Everything a tradesman typically wants to know before setting up automated systems. If something is not covered here, ask us directly.

Ask us directly
What is CRM automation for a trade business?
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CRM automation for a trade business means setting up a system that automatically tracks every lead from first contact to paid invoice, sends follow-up messages when quotes are not accepted, requests reviews after jobs are completed, and reminds customers about appointments — all without you having to do any of it manually. It is the difference between running your business on a spreadsheet and having a system that works in the background while you are on site.

How does automated lead follow-up work?
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When a new enquiry comes in, the system sends a personalised SMS within minutes confirming receipt and setting expectations. If the lead does not respond, a follow-up sequence runs over the next few days. Research shows most jobs are won or lost within the first hour of an enquiry. Automation ensures you are always first to respond even when you are on site and cannot pick up the phone.

Can automation generate Google reviews for my business?
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Yes. After every completed job an automated SMS goes to the customer with a direct link to your Google review page. The timing is optimised — sent within 2 hours of job completion when the customer is still happy and engaged. Most trade businesses using automated review requests see their Google review count increase by 3 to 5 reviews per month within the first few weeks.

Do I need to log into a system to manage this?
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No. Turinga sets up and manages the system for you. You receive automated summaries and alerts on your phone so you always know what is happening without needing to log into any dashboard. The system runs itself — your only job is doing the work.

What happens to leads that do not convert immediately?
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They go into an automated nurture sequence. If a customer receives a quote but does not book, the system follows up at 48 hours, then 7 days, then 14 days. After that they are flagged for a manual follow-up prompt from you. No lead ever disappears — every one is tracked until it is won, lost, or formally closed.

Can I use this to contact my existing customer base?
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Yes. Seasonal SMS campaigns to your existing customer list are one of the highest-return activities for any trade business. A boiler service reminder in September, a gutter clearing message in October, a garden maintenance campaign in March — all sent automatically to the right customers at the right time. These campaigns typically generate immediate bookings from people who already trust you and just needed a prompt.

How is this different from using a spreadsheet?
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A spreadsheet is passive — it only holds information if you put it in. An automated CRM is active. It captures leads automatically, sends messages automatically, moves jobs through stages automatically, and chases outstanding quotes and invoices automatically. A spreadsheet does not send a follow-up SMS at 8am the morning after a quote is issued. An automated system does.

How long does setup take?
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Turinga can have your full CRM automation system live within two weeks. We handle all of the configuration — pipeline setup, sequence writing, SMS and email templates, and calendar integration. You do not need any technical knowledge.

Is there a contract or minimum term?
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No. All Turinga plans are monthly rolling with no minimum term. Cancel at any time. We are confident the results will pay for the service within the first month.

Can I combine this with the AI call agent?
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Yes — and this is the most powerful combination. The AI call agent captures every lead when you are on site. The CRM automation then follows up every lead, chases every quote, and requests every review automatically. Together they mean no lead is ever missed and no follow-up is ever forgotten. This is exactly what the Growth and Full Stack packages deliver.

Pricing

CRM automation is included
in Growth and Full Stack.

Both packages combine the AI call agent with full lead automation so nothing ever falls through the cracks.

Full Stack
£600/mo
Complete automation for growing trade businesses
  • Everything in Growth
  • Quote and invoice automation
  • Full CRM and job pipeline
  • Payment chasing automation
  • Seasonal SMS campaigns
  • Weekly business insights report
  • Priority support

Stop losing jobs to slow
follow-up. Let's fix it this week.

Book a free call