Small Business CRM Services
A CRM that follows up leads, chases reviews and catches missed calls — while you're on the tools.
The industry average speed-to-lead is 47 hours. Businesses that respond within 60 seconds are 7× more likely to book the job. Our CRM setup fires an SMS auto-reply the moment someone submits a form or misses your call — so no lead goes cold while you're on a job site. We've set up CRMs for tradies, NDIS providers, clinics and service businesses since 2013 — on GoHighLevel (our default), HubSpot, Pipedrive and Zoho. The CRM connects directly to your lead generation funnel and Google Ads campaigns so every lead is tagged by source from the moment it comes in.
What's Included in Small Business CRM
- CRM setup with sales and service pipelines mapped to your enquiry-to-job-to-review flow
- Automated Google review requests via SMS + email after job completion
- Multi-channel follow-up sequences: instant SMS reply, day-1 email, day-3 WhatsApp nudge
- Missed-call-text-back — fires within seconds of a missed call
- Two-way SMS and WhatsApp inbox — your team replies from one dashboard, not a personal phone
- Lead source tagging and reporting dashboard — cost-per-lead by channel, response time, conversion rate
- Team training and 30 days of post-launch support
Why DSIGNS for Small Business CRM?
- 01Built for tradies, clinics and service businesses — pipelines mapped to how your industry actually wins jobs
- 02WhatsApp and SMS first — where your customers actually reply
- 03Reputation on autopilot — Google review requests compound your star rating week after week
- 04Month-to-month after setup — no 12-month lock-in, no exit fees
Not sure where to start? Just describe it.
Tell us what you need — your trade, your suburb, your goal — and we'll point you straight to the right page.
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Still got questions? .
Which CRM platform do you build on? +
Our default is GoHighLevel because email, SMS, WhatsApp, calendars and review automations are all native. We also work in HubSpot, Pipedrive and Zoho if you're already invested.
How does the review automation work? +
When a job is marked complete, the customer receives an SMS and email asking for a Google review. Happy customers go to Google; anything below 4 stars routes to a private feedback form first — protecting your public rating while capturing feedback privately.
Is SMS and WhatsApp marketing compliant in Australia? +
All sequences are opt-in with clear unsubscribe, respect the Spam Act 2003 and the Do Not Call register, and use WhatsApp-approved message templates. We set consent capture up correctly on your forms from the start.
Our small business crm process — no fluff, no surprises.
Same four stages on every small business crm project. You'll always know what's happening this week and what's next.
Discovery call
30-minute chat to understand your business, your customers and what success looks like for your small business crm.
Strategy & scope
We map the work to outcomes — fixed-price scope, clear deliverables, no surprise rounds on your small business crm project.
Design & build
Senior in-house team executes — you'll see real progress weekly, not a 6-week silence followed by a big reveal.
Launch & support
We hand over editable files, train your team, and stay on for 30 days post-launch to fix anything that needs fixing.