Trades & Field Services (Australia) Australia

Turn more plumbing enquiries into booked jobs and signed quotes

HelloGrowthCRM captures every call, form and message, ranks what matters, and keeps chasing your quotes while you are under a house in Coburg.

Quick answer

Is this a replacement for ServiceM8 or Tradify?

No. HelloGrowthCRM is a sales and follow-up CRM. It has no scheduling board, no timesheets, no materials or inventory costing and no job costing, and it is not trying to add them. ServiceM8, Tradify, Simpro and AroFlo do that work properly. If you are dispatching plumbers to jobs each morning, keep the platform you have. HelloGrowthCRM runs alongside it, owning the enquiry, the quote and the chasing, then hands the won job across through a connector, Zapier or the API.

Outcome-first workflowA$20 per user per month, or A$16 on annual billing pricingSMS reminders + Xero sync

Industry Use Cases

Hot water system replacement quotes chased to a decision

Bathroom and kitchen renovation leads followed over weeks

Emergency callouts converted into planned larger works

Backflow and gas compliance renewal reminders to past customers

Builder and new build packages tracked through tender

Strata and real estate maintenance relationships kept warm

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.

Why this page exists

A burst pipe customer rings three plumbers and books the first one who picks up. A bathroom renovation customer takes six weeks and four follow-ups before they sign. Most plumbing businesses handle the first well and the second badly, because the second needs a system and the first only needs a phone. HelloGrowthCRM is that system. Enquiries from your website, your business number and your messaging channels land in one pipeline with a full history against each contact. Hot water replacements, backflow testing renewals, gas fitting and renovation quotes all get chased on a schedule you set once. Your existing job software still books the vans, tracks the jobs and produces the compliance certificates. This makes sure the work is won in the first place.

To be plain about it: HelloGrowthCRM is a sales and follow-up CRM, not a job management platform. There is no scheduling board, no timesheets, no materials or inventory costing, and no job costing. ServiceM8, Tradify, Simpro and AroFlo all do those things properly, and a plumbing business actively dispatching crews should keep the tool it already runs. HelloGrowthCRM sits alongside it. It handles the part before the job exists: the enquiry that came in at 6am, the quote sent Tuesday, and the four nudges it takes to get an answer on a bathroom job. Push the won lead across with a native connector, Zapier or the API. Full native iOS and Android apps mean the pipeline works from a driveway, not just a desk.

Common search intent

CRM for plumbers Australiabest CRM for plumbers in Australiahow to follow up plumbing quotes automaticallyCRM for hot water and bathroom renovation leadsplumbing lead capture software Melbourneplumber CRM with call recording and SMS follow-up

Why teams evaluating CRM for plumbers Australia want a simpler system

A blocked drain call comes in while you are already under a floor. It goes to voicemail, the customer rings the next plumber on the search results, and the job is gone.

Renovation and hot water quotes sit unanswered for weeks. Without a chase schedule you either pester the customer or forget them entirely, and both cost you the job.

Builders, real estate agents and strata managers each contact you differently, so the same job gets discussed across a text, an email and two calls with no shared record.

You cannot tell whether the money spent on Google, the van signage or the local footy club sponsorship produced any booked plumbing work at all last quarter.

Emergency work fills the diary and the planned, higher value jobs like a full bathroom or a gas conversion never get properly quoted or followed up afterwards.

One person holds every open quote in their head and their phone. When they are off sick or on leave the whole sales pipeline effectively stops moving.

Challenge → solution → result

Common Plumbers problems — and how this CRM solves them

ChallengeCRM workflowBusiness result

Challenge: Calls ring out while you are under a houseSolution: Lead capture from phone, web forms and messagingResult: Every enquiry is recorded and callable instead of lost to voicemail

Challenge: Renovation quotes sent and forgottenSolution: Automated email sequences with SMS and WhatsApp stepsResult: Each quote is chased consistently until you get a yes or a no

Challenge: Emergency work crowds out the profitable jobsSolution: AI lead scoring and pipeline stagesResult: Bigger quotable work stays visible instead of drowning under callouts

Challenge: Marketing spend cannot be tied to booked jobsSolution: Reporting dashboards on lead source and win rateResult: You can see which suburbs and channels actually pay for themselves

Challenge: Job detail lost between the call and the quoteSolution: Built-in dialer with call recording and AI call summariesResult: Quotes match what the customer described rather than a rough memory of it

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

Their workflowHelloGrowthCRM module

Emergency call about a burst pipe or blocked drainBuilt-in dialer with call recording and AI call summaries so the detail is captured on the spot

Website enquiry for a hot water system replacementLead capture from web forms, phone and messaging into one pipeline

Sorting a morning of mixed enquiriesAI lead scoring so a full bathroom job outranks a leaking tap

Quoting a bathroom renovation or gas conversionQuote builder with saved line items, sent from the phone the same day

Chasing a renovation quote over several weeksAutomated email sequences that stop as soon as the customer replies

Reaching a builder or property manager who never answersSMS and WhatsApp follow-up in the same thread as the calls and emails

Tracking a commercial or new build packagePipeline with your own stages from site visit through to awarded

Billing a small callout before you drive offInvoicing with GST handled, issued from the mobile app

Seeing which suburbs and channels produce paid workReporting dashboards on lead source, response time and win rate

Handing an accepted quote to the crewNative connectors, Zapier and API into your job management software

Xero + SMS follow-up

One thread for every way a plumbing enquiry arrives

Plumbing enquiries do not arrive tidily. A form filled in at 6am about no hot water, a missed call from a real estate agent, a WhatsApp photo of a leaking meter in Parramatta, a text from the builder you did three units for last year. HelloGrowthCRM brings web forms, phone calls and messaging into a single record for each person, so whoever picks up next knows what has already been said. The dialer records calls and produces an AI summary, which matters when a customer describes a job over the phone and you quote it two days later. Follow-up then goes out by email, SMS or WhatsApp, whichever that customer actually answers.

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

Point your enquiries at one place

Connect your website form, your business phone number and your messaging channels. It takes about fifteen minutes. From then on every plumbing enquiry is captured with its source attached, including the ones that arrive overnight.

Build a pipeline that matches your work

Set stages the way plumbing jobs actually progress: new enquiry, site visit, quote sent, chasing, won or lost. Move jobs along from the iOS or Android app between callouts, not at the end of the week.

Automate the chase

Write your follow-up once as an email sequence with SMS or WhatsApp steps. It runs on your schedule for every quote and stops automatically when the customer replies, so nobody gets chased after they have already said yes.

Hand the won job across

Once a quote is accepted, push the customer and job detail into ServiceM8, Tradify, Simpro or AroFlo using a native connector, Zapier or the API. The crew gets the job without anybody retyping the address twice.

Pricing

A$20 per user per month, or A$16 on annual billing

HelloGrowthCRM costs A$20 per user per month (US$12), or US$10 per user per month on annual billing. There is a free forever plan, so a solo plumber can run a pipeline and test the follow-up without spending anything. Setup takes about fifteen minutes. If you would rather have it built for you, the optional managed RevOps service, Growth Engine, will configure the pipeline, sequences and reporting so you are not doing it between jobs.

HelloGrowthCRM against a generic CRM for a plumbing business

RequirementHelloGrowthCRMGeneric CRM

Catch enquiries from phone, web form and messagingAll three land in one pipeline with the source recordedWeb forms and email only, so phone enquiries are typed in later or missed

Work the pipeline from a drivewayFull native iOS and Android apps with dialer, quotes and stage changesA responsive web page that is painful to use with one hand on site

Chase a renovation quote for six weeksAutomated email sequences plus SMS and WhatsApp, stopping on replyA manual reminder that somebody has to remember to action

Quote on the day of the site visitQuote builder with saved line items, sent from the appQuoting done outside the CRM in a template and pasted back in

Coexist with ServiceM8, Tradify, Simpro or AroFloNative connectors, Zapier and API hand won work across cleanlyAssumes it is the only system and duplicates your job software

Cost and time to get runningFree forever plan, then A$20 per user per month, live in about fifteen minutesPer-seat pricing plus paid onboarding and a long configuration project

Useful next steps

CRM for tradies in Australia

How sales follow-up works across Australian trades, including plumbing.

Explore

Plumber CRM overview

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

Explore

HelloGrowthCRM vs Tradify

Where job management ends and sales follow-up begins, compared honestly.

Explore

Quote builder

Building and sending plumbing quotes from the phone with saved line items.

Explore

Xero CRM integration

Passing customer and quote detail across to the books your accountant uses.

Explore

Free CRM in Australia

What you get on the free forever plan before paying for anything.

Explore

Frequently asked questions

Yes. There are full native iOS and Android apps, not a cut-down browser view. From a driveway you can ring a lead through the built-in dialer, read the AI summary of the previous call, send a quote, move the job to the next pipeline stage and fire an SMS or WhatsApp follow-up. That matters for plumbing, where most of the day is spent away from a desk and enquiries arrive while you are already on a job.

HelloGrowthCRM connects through native connectors, Zapier and a public API, so customer and quote information can flow to the systems Australian plumbing businesses already run, including Xero and MYOB. For most businesses the accounting system of record does not change, and your GST and BAS process stays exactly as it is. HelloGrowthCRM invoicing is there for quick callout billing if you want it, but you are not forced to move your books.

No. Compliance certification runs through your state regulator and your job management or certification software. In Victoria that is the compliance certificate process administered by the plumbing regulator, New South Wales uses a Certificate of Compliance lodged through the relevant authority, and Queensland has its own arrangements through the QBCC. Backflow testing records, gas fitting certification and defect notices all stay outside HelloGrowthCRM. This tool covers the sales side only: enquiry, quote and follow-up.

On a busy morning you might have a dozen new enquiries and time to return five calls. Lead scoring ranks them using the enquiry detail, the source and any history with that contact, so a full bathroom renovation or a commercial hot water replacement is not sitting beneath a request to look at a dripping tap. You still choose who to ring. It simply stops the biggest job of the week going cold while you work through the list in arrival order.

A$20 per user per month (US$12), or US$10 per user per month if you pay annually. There is also a free forever plan, which is enough to run one pipeline and see whether structured follow-up wins you work you were previously losing. Setup takes about fifteen minutes. For a plumbing business, recovering a single bathroom renovation quote that would otherwise have gone quiet usually covers a year of the subscription.

Yes, though the benefit shows up differently. For emergency work the value is speed and capture: no enquiry ringing out unrecorded, and a clear view of who called and what they needed. The larger benefit is converting those callouts into planned work. The customer whose hot water failed in July is a hot water replacement quote, and a sequence keeps that conversation alive instead of ending when the temporary fix is done.

Stop losing plumbing work to whoever answered first

Point your enquiries at HelloGrowthCRM, set the follow-up once, and let it run while you are on the tools. Keep ServiceM8, Tradify, Simpro or AroFlo for scheduling and job management. Start on the free forever plan and see what your current follow-up is missing.

AI & Intelligence

AI Features Built for Plumbers

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 Plumbers 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 plumbers 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.

Get your plumbing pipeline ready before the winter rush

In the southern states, the cold months bring a run of hot-water failures, burst pipes and blocked drains, and the phone rings faster than one person can call back. That is when follow-ups slip and quotes go cold. Setting up your pipeline, templates and reminders before the rush means every enquiry gets a reply and a next step, even on your busiest day. Timing differs by state: a Hobart winter is not a Darwin winter.

A year in the CRM for Australian plumbers

Southern-hemisphere seasons. Demand shifts by state and climate, so treat these as a starting point and adjust to what you see in your own pipeline.

Summer

Dec–Feb

Quieter

Use the slower weeks to re-contact past customers about hot-water servicing and drain checks. Filter by last job date and send a short SMS offering a booking before winter.

Autumn

Mar–May

Building

Set up your quote follow-up sequence and an after-hours auto-reply now. Add a pipeline stage for emergency call-outs so urgent jobs never sit behind routine quotes.

Winter

Jun–Aug

Peak

Work from the daily task list: every enquiry gets a call-back task and every quote gets a reminder. Log the job type so you can see which work came in during the cold snap.

Spring

Sep–Nov

Steady

Chase the quotes that stalled during winter and ask happy customers for a Google review while the job is still fresh in their mind.

Where your leads come from

Google search and your Google Business Profile
Website form and call enquiries land in the pipeline with their source tagged, so you can see which jobs started from a search.
Repeat customers and referrals
Every past job stays on the customer record, so a returning caller or a neighbour they referred is followed up with full history in front of you.
Quote and job sites such as hipages or Airtasker
Log marketplace leads as they arrive and give each one a follow-up task, so the job goes to whoever replies first, and that is you.
Builders and property managers
Keep commercial contacts as accounts with their own jobs and notes, and set a regular check-in so the work keeps coming.