Trades & Field Services (Australia) Australia

Win more electrical work by being the sparky who calls back first

HelloGrowthCRM catches every enquiry from your site, your phone and your messages, then chases each quote until it is booked or dead.

Outcome-first workflowAround A$18 per user per month pricingSMS reminders + Xero sync

Industry Use Cases

Switchboard upgrade and rewire quotes chased to a decision

EV charger enquiries from homeowners and body corporates

Commercial fit-out tenders tracked from site visit to award

Storm and make-safe callouts converted into larger works

Solar and battery leads handed to your accredited installer

Strata and real estate agent maintenance relationships kept warm

Why this page exists

Most electrical businesses in Australia do not lose work on price. They lose it because the enquiry rang out while the team was in a roof cavity in Blacktown or up a ladder in Preston. By the time you call back, the homeowner has booked whoever answered. HelloGrowthCRM handles the sales side of your business. Every call, web form and message lands in one pipeline with the caller's history attached. Quotes for a switchboard upgrade, an EV charger or an LED retrofit get chased on a set schedule instead of whenever you remember. Your job management software still runs the jobs, the CCEW or Certificate of Electrical Safety paperwork and the accounting you already trust. This layer just makes sure the work gets won before it walks out the door.

Be clear about what this is. HelloGrowthCRM is a sales and follow-up CRM. It has no technician scheduling board, no timesheets, no materials costing and no job costing. ServiceM8, Tradify, Simpro and AroFlo do that job well, and if you are actively dispatching crews you should keep the tool you have. HelloGrowthCRM sits alongside it and owns the part those tools treat as an afterthought: the enquiry, the callback, the quote and the six follow-ups it takes to get an answer. Connect the two with a native connector, Zapier or the API so a won lead becomes a job without retyping. Full native iOS and Android apps mean an apprentice can log a lead from site and you can ring it back from the ute.

Common search intent

CRM for electricians Australiabest CRM for electricians in Australiahow to follow up electrical quotes automaticallyCRM for switchboard upgrade and EV charger leadslead capture software for electrical contractors NSWelectrician CRM with call recording and SMS

Why teams evaluating CRM for electricians Australia want a simpler system

Enquiries land while you are on the tools, ring out to voicemail, and the homeowner books the next sparky on the list before you climb down and check your phone.

Quotes for switchboard upgrades and rewires go out and then sit. Nobody chases them, so a fortnight later you have no idea whether the job is alive or gone.

Builders and property managers send work by text, email and phone in the same week. Without one thread you answer twice, miss one, and look disorganised.

You spend on Google Ads and local sponsorship but cannot say which suburbs or channels actually produced booked work, so the budget keeps going to guesswork.

Storm callouts and after-hours make-safe requests arrive in a rush. The urgent ones get done and the quotable ones, like a full switchboard replacement, quietly disappear.

Everything sits in one person's head or their mobile. When they take leave, or leave the business, the pipeline of open quotes leaves with them.

Challenge → solution → result

Common Electricians problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Enquiries ring out while the team is on the toolsSolution: Lead capture from phone, web forms and messaging into one pipelineResult: Every enquiry is recorded and callable, even the ones that came in at 4pm on a Friday

Challenge: Quotes are sent and never chasedSolution: Automated email sequences with SMS and WhatsApp stepsResult: Each quote gets a consistent chase until the customer answers or the job is closed out

Challenge: No idea which marketing produced booked workSolution: Reporting dashboards on lead source and win rateResult: Spend moves to the suburbs and channels that actually turn into jobs

Challenge: Big jobs buried under small onesSolution: AI lead scoring across new enquiriesResult: The commercial rewire gets a call back before the downlight replacement does

Challenge: Sales detail lost between the ute and the officeSolution: Built-in dialer with call recording and AI call summariesResult: Quotes are built from what the customer actually said, not a half-remembered note

Map your workflow to the CRM instead of rebuilding it in spreadsheets

Their workflowHelloGrowthCRM module

After-hours call about a tripping safety switchBuilt-in dialer with call recording and AI call summaries, so the detail survives the trip back from site

Website enquiry for a switchboard upgradeLead capture from web forms, phone and messaging into a single inbox

Choosing who to ring back first on a flat-out MondayAI lead scoring ranks new enquiries so the bigger jobs get called first

Quoting an EV charger install for a homeownerQuote builder with saved line items you can send from the van

Chasing a quote that has gone quietAutomated email sequences that stop the moment the customer replies

Reaching a builder who never picks up the phoneSMS and WhatsApp follow-up inside the same conversation thread

Tracking a commercial fit-out from tender to awardPipeline with your own stages for site visit, quote sent, chasing and won

Billing a small make-safe callout on the spotInvoicing with GST handled, sent from your phone before you leave the driveway

Working out which suburbs and ad channels payReporting dashboards on lead source, response time, win rate and quote value

Handing a won job to the team that runs itNative connectors, Zapier and API to push the customer into your job management tool

Xero + SMS follow-up

Every way an electrical enquiry arrives, in one thread

Sparkies get found in scattered ways. A form on your site at 11pm, a missed call from a strata manager, a WhatsApp message from a builder with photos of a dead board, a text from a repeat customer in Toowong. HelloGrowthCRM pulls web forms, phone calls and messaging into one record per person, so the third contact knows about the first two. The dialer records the call and writes an AI summary, so a quote can be built from what was actually said rather than a note scrawled on a job sheet. Follow-up goes out by email, SMS or WhatsApp on whichever channel that customer actually replies to.

Why Australia teams choose this

See how Xero sync, SMS reminders, ABN-aware records, and follow-up automation fit your workflow in one demo.

Built for Xero-connected SMS follow-up

How it works

Connect your enquiry sources

Point your website contact form, your business number and your messaging channels at HelloGrowthCRM. Setup takes about fifteen minutes. Every new enquiry from that moment lands in one place with the source recorded against it.

Set your pipeline stages

Build stages that match how electrical work is actually won: new enquiry, site visit booked, quote sent, chasing, won or lost. Drag jobs across on the iOS or Android app between calls.

Turn on follow-up that runs itself

Write your quote chase once as an email sequence with SMS or WhatsApp steps. It fires on the schedule you set and stops automatically the moment the customer replies or the quote is accepted.

Pass won work to your job software

When a quote is accepted, push the customer and job details into ServiceM8, Tradify, Simpro or AroFlo through a native connector, Zapier or the API. No retyping, no lost detail between sales and the crew.

Pricing

Around A$18 per user per month

HelloGrowthCRM is around A$18 per user per month (US$12), or US$10 per user per month on annual billing. There is a free forever plan if you want to run one pipeline and see whether the follow-up actually converts before you pay for anything. Setup takes about fifteen minutes, so a two-van outfit can be capturing enquiries the same afternoon. If you would rather not build it yourself, the optional managed RevOps service, Growth Engine, sets up the pipeline and sequences for you.

HelloGrowthCRM against a generic CRM for an electrical business

RequirementHelloGrowthCRMGeneric CRM

Capture enquiries from phone, web form and messagingAll three land in one pipeline with the source recorded against each leadUsually web forms and email only, with phone enquiries typed in later or not at all

Call back from site and keep the recordBuilt-in dialer with call recording and AI call summaries on native iOS and Android appsCalls happen on a personal mobile and never reach the CRM

Chase a quote over several weeksAutomated email sequences plus SMS and WhatsApp, stopping on replyA manual task reminder someone has to action by hand

Send a quote without going back to the officeQuote builder with saved line items, sent from the phoneQuoting handled outside the CRM in a spreadsheet or document template

Sit alongside ServiceM8, Tradify, Simpro or AroFloNative connectors, Zapier and API to hand won work across without retypingBuilt to be the only system, so it duplicates or fights your job software

Cost for a small electrical outfitFree forever plan, then around A$18 per user per month, live in about fifteen minutesPer-seat pricing with paid onboarding and weeks of configuration

Useful next steps

CRM for tradies in Australia

The broader picture of sales follow-up across Australian trades, not just electrical work.

Explore

Electrician CRM overview

The global version of this page, covering electrical lead capture and quote chasing.

Explore

HelloGrowthCRM vs ServiceM8

Where a sales CRM stops and a job management platform starts, side by side.

Explore

Built-in dialer with call recording

How call recording and AI call summaries work when you are calling back from site.

Explore

Australian pricing

Plans in Australian dollars, including the free forever tier.

Explore

CRM for solar companies

For electrical businesses running a solar and battery arm alongside general work.

Explore

Frequently asked questions

No, and you should not try to make it. HelloGrowthCRM is a sales and follow-up CRM. It has no scheduling board, no timesheets, no materials or job costing. ServiceM8, Tradify, Simpro and AroFlo handle all of that. If you are actively dispatching crews, keep the tool you already run. HelloGrowthCRM sits in front of it and owns the enquiry, the callback, the quote and the chasing, then hands the won job across through a connector, Zapier or the API.

HelloGrowthCRM connects through native connectors, Zapier and a public API, so it can pass customer and quote information to the accounting and job systems Australian electricians already use, including Xero and MYOB. In most setups the invoicing of record stays where it is today. Use HelloGrowthCRM invoicing for quick callout billing if that suits you, or keep everything flowing to your accountant's preferred system. Your BAS and GST reporting process does not need to change.

On a busy Monday you might have fourteen new enquiries and time to ring six. AI lead scoring ranks them so a commercial switchboard job or a full rewire is not sitting under a request to replace a downlight. It uses the information already captured, such as the enquiry text, the source and the history of that contact. You still decide who to ring. It just stops the biggest quote of the week going cold at the bottom of a list.

No. Compliance certification is handled through your state regulator's process and usually through your job management software. In New South Wales that is the Certificate of Compliance for Electrical Work, in Victoria the Certificate of Electrical Safety through Energy Safe Victoria, and Queensland runs its own scheme through the Electrical Safety Office. HelloGrowthCRM stays on the sales side of the line and does not touch licensing, certification or safety documentation.

There is a free forever plan, so you can capture leads and run one pipeline without paying anything. Paid plans are around A$18 per user per month (US$12), or US$10 per user per month if you pay annually. For a business with two or three people quoting, that is a small line item next to the value of one recovered switchboard job. Setup is about fifteen minutes, so you can test it against your current follow-up before committing to anything.

Fast on the first call is not the issue for most electrical businesses. The gap is the second, third and fourth contact. A quote for a rewire often needs several nudges over a few weeks while the customer talks to their partner or waits on a builder. Doing that from memory across thirty open quotes does not scale. Automated sequences run those nudges consistently and stop the moment someone replies, so nothing gets chased twice.

Stop losing electrical jobs to whoever answered first

Set up HelloGrowthCRM in about fifteen minutes, point your enquiries at it, and let the follow-up run itself. Keep ServiceM8, Tradify, Simpro or AroFlo for the jobs. Start on the free forever plan and see what your current follow-up is leaving on the table.

AI & Intelligence

AI Features Built for Electricians

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Voice Agent for Quote Follow-Up

AI calls Electricians prospects a day after the quote goes out, answers the obvious questions, and books the next step so nobody has to chase manually.

Smart Compose for Client Messages

AI writing assist for enquiry replies, quote covering notes, and follow-up messages — consistent wording, sent faster.

Automated Follow-Up Sequences

Trigger SMS, WhatsApp, and email reminders on a schedule you set once, so every open quote gets chased until it is won or closed out.

AI Lead Scoring

Rank incoming electricians enquiries by value, location, and response speed so the team works the best ones first.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

Why teams evaluating CRM for electricians Australia want a simpler system