ALL YOUR LEADS. ONE DASHBOARD.
WhatsApp, web forms, calls, emails, social DMs — leads come from everywhere. Our CRM puts them all in one place so nothing falls through the cracks.
The average trade loses 23% of leads because enquiries are scattered across 5+ platforms.
“A joiner is juggling enquiries across Facebook Messenger, WhatsApp, two email addresses, and his website contact form. Last week he found a Facebook message from 10 days ago — someone wanting a full staircase replacement. He'd missed it completely. That was a £3,500 job. The Unified CRM pulls every channel into one timeline. He opens one app on his phone, sees every lead regardless of where it came from, and responds from one place. He hasn't missed a lead in 3 months.”
WHAT UNIFIED CRM INCLUDES
UNIFIED INBOX
Every lead source feeds into one timeline. See the full conversation regardless of which channel they used.
PIPELINE VIEW
Visual pipeline showing leads from enquiry → quoted → booked → completed → reviewed. Know where everyone stands.
MOBILE APP
Full CRM access from your phone. Check leads, update statuses, and respond — all from the van.
AUTOMATED FOLLOW-UPS
Quote sent but no reply in 48 hours? Automatic follow-up. No lead goes cold from forgotten callbacks.
JOB VALUE TRACKING
Track revenue per lead source. Know which channels give you the best ROI.
TEAM ACCESS
Multiple team members can access leads. Assign jobs, add notes, and collaborate without WhatsApp groups.
HOW UNIFIED CRM WORKS
ALL CHANNELS ARE CONNECTED
WhatsApp, Facebook, Instagram, email, web forms, and phone calls all feed into your single dashboard. No more checking 6 different apps.
EVERY LEAD HAS A FULL TIMELINE
See the complete conversation history regardless of which channel the customer used. Switch from WhatsApp to email without losing context.
PIPELINE VIEW SHOWS WHERE EVERYONE STANDS
Drag leads through stages: enquiry → quoted → booked → complete → reviewed. At a glance you know the status of every job.
AI HANDLES FOLLOW-UPS AUTOMATICALLY
Quote sent but no reply in 48 hours? Automatic follow-up triggered. No lead goes cold from a forgotten callback.
WHY UNIFIED CRM WORKS
SCATTERED LEADS = LOST REVENUE
23%
The average trade loses 23% of leads because enquiries are spread across 5+ platforms. One missed message can mean a £3,000+ job gone.
CONTEXT WINS CONVERSATIONS
When you call a lead back with full context — what they asked, when they asked, which channel — your close rate increases significantly. Unified CRM gives you that.
FOLLOW-UP IS WHERE MONEY IS MADE
80%
80% of sales require 5+ follow-ups, but most trades give up after one. Automated follow-ups in the CRM mean no lead ever goes cold again.
THE HIGHVIS ARSENAL
TEST THE ENGINE
Don't just take our word for it. Call us up and experience the HighVis difference yourself. No sales pitch—just straight talk about your business.
Call us now:
01733 964 247
WE PICK UP.
► OPEN 7 DAYS
Call us any day of the week. Seriously.
► STRAIGHT TALK GUARANTEE
No jargon, no pressure, no upsells. Just honest advice.
► FREE AUDIT
We'll review your current setup and show you the gaps.
► 30 MINUTES MAX
We value your time. Quick, focused, productive calls.
NO BS PRICING
£495
/mo — no lock-in, no hidden fees
excl. VAT
- ✓24/7 AI call answering
- ✓Custom call scripts for your trade
- ✓Lead qualification & routing
- ✓Instant SMS confirmations
- ✓Calendar sync & booking
- ✓Full call transcripts in CRM
- ✓Monthly performance reports
- ✓Dedicated account manager
RELATED GROWTH TOOLS
Lead Qualifier
Lead qualifier for tradesmen: AI that screens enquiries by asking about budget, location, and timeline — filtering time-wasters before they reach you.
FILL YOUR DIARYBooking Agent
Booking agent for tradesmen: an AI scheduler that checks availability and books appointments automatically — no phone tag, no manual back-and-forth.
KEEP CUSTOMERS INFORMEDSmart Updates
Smart updates for tradesmen: automated notifications at every job stage — booking confirmation, ETA alerts, completion and invoice — no manual effort.
UNIFIED CRM FAQ
READY TO ADD UNIFIED CRM?
Unified CRM is included in every HighVis marketing package. Book a free audit and we'll show you how it works for your trade.
BOOK FREE AUDIT