Capture
Bring in website enquiries or add phone, referral and email leads in a few fields.
CUSTOMERS & LEADS
Every enquiry gets a home and a next action.
Website forms, phone calls, email and referrals should end up in one customer journey without forcing the owner to become a CRM expert.
CUSTOMERS & LEADS
NEW
3
FOLLOW-UP
2
POTENTIAL
£18.7k
James Parker
Website · 12 mins ago
Boiler replacement
NEWWestwood Offices
Email · Yesterday
Electrical inspection
FOLLOW-UPRiverside Apartments
Referral · Friday
Solar maintenance
QUALIFIEDWITHOUT IT
Where the friction comes from.
Leads are often split between inboxes, WhatsApp, phone notes, spreadsheets and website notifications. The real failure is not storage — it is that nobody knows who needs a reply next.
WITH BUSINESSBUILDER
What changes.
BusinessBuilder captures the source, customer, request, owner and next action. Stale enquiries become visible and won work moves forward without retyping the same details.
HOW IT WORKS
Qualify
Use business-specific stages and keep the next action obvious.
Move forward
Create the quote, proposal, booking or order from the same customer record.
REALISTIC EXAMPLE
Solar maintenance company
Before: A commercial enquiry lands in a shared inbox and is copied into a spreadsheet when someone has time.
After: The website request arrives as a lead immediately, keeps the site/service information and creates the next survey or quote action.
1Website / phone2New enquiry3Qualified4Survey5Quote6Won