BizBlueprints CRM · for trade businesses
A CRM built around your process.
We build CRMs for trade businesses, set up for your trade and shaped around the way you already work.
Enquiries
New · 3- Sarah Whitfield6 windows and a front doorWebsite00:42
- Patel & Sons LtdBi-fold door, 4 panelsWhatsApp03:15
- Mark EllisonRepair: door sticksMissed call11:08
The problem
Tools everywhere. Money leaking through the gaps.
Missed calls, quotes nobody chased, deposits nobody asked for, reviews nobody requested. Every gap costs you money.
- Quote never chased
- Reply 2 days later
- Deposit never asked for
- Lost in the thread
- Never called back
- No review requested
One system closes the gaps and keeps in touch with every customer automatically, even when the office is busy.
- Instant alerts
- Automatic reminders
- Review requests
BizBlueprints CRM · film, 1 min 59 s
A CRM built around how you work.
Screens in the film use invented demo data.
Your process
We build the CRM around your process.
Your CRM becomes part of your process, instead of your process bending to fit the software.
- Your companyYour wording, your rules, your stepsOnly yours
- Country packUK: VAT, GDPR, phone and postcode formats, contract lawYour country
- Trade packConstruction, fitters, development agencies, manufacturingYour trade
- CoreSecurity, your own database, the screens and rules we maintainShared
From enquiry to the review
One place for the whole job, not five.
- 01
Enquiries
Every enquiry lands in one place, from any channel. The whole office is alerted in the app, by phone and by email. Nobody free in your set time? The AI assistant calls the customer before a competitor does, and leaves the office a summary.
AI summary · added to the enquiry - 02
Quotes and contracts
Quote, accept and sign online. Every version is kept and every signature is evidenced.
Quote Q-1042 · Accepted · v2 - 03
Visits and site work
Visits are planned in the office and completed on site, with photos for every item, even without signal.
Offline · 6 changes waiting - 04
Portal and payments
Your customer follows progress, signs and pays in one place. Automatic reminders chase what is owed, and nothing closes until it is paid.
Reminded on day 3 · paid - 05
Reviews
After every job the CRM asks for a Google and Facebook review, reminds once and suggests what to mention.
- Every customer, after every job. No filtering for happy customers only.
- Straight to the review form, by email or WhatsApp.
- Hints on what to mention. Never a ready-made review, never a reward.
Readings are examples with invented data.
Your own steps
Your process has a step nobody else has? We build it in.
- Enquiry
- Survey
- Quote
- Contract
- Supplier order
- Installation
- Quality check
- Aftercare
Your words
Roles named the way you name them: Quote Master, Installer.
Your rules
Deposit 30%, reply within 15 minutes, chase on day 3, 5 and 7.
Your steps
Extra stages, checks, tasks and reminders where your process needs them.
Interactive demo
Click through the office app.
Enquiries, jobs, customers, calendar and tasks, as the office sees them. It runs in your browser with invented data, and you can reset it at any time.
Bart S. · founderWho you work with
From the first call to go-live, one point of contact.
BizBlueprints is run by Bart S.: seven years building data systems, a degree in Robotics and Automation and a background as a data integration consultant.
No passing you between departments. One number, one person looking after your CRM.
Talk to us about your process.
Start with a discovery call. We go through how you take enquiries, quote, plan visits and get paid, then show you what your CRM would look like.
Ready for your trade.
- One system, not a stack of subscriptions
- Your own database
- Access by role
- GDPR tools built in