VertiQ
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CRM & customer journeys

CRM automation for service businesses that can’t afford to lose a lead

Enquiries reach you by phone, web form, WhatsApp and email, and each one lands in a different place. VertiQ sets up a CRM for service businesses that captures every lead, gives it a clear owner and triggers the next follow-up on time. Your team works from one customer history instead of digging through inboxes and spreadsheets. We start with the tools you already pay for, often ClickUp or Google Sheets.

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Sound familiar?

  • Leads arrive by phone, web form and WhatsApp, and nobody is sure which ones got a reply.
  • Two people call the same customer, or nobody does, because ownership isn’t written down.
  • Follow-ups depend on someone remembering, so quotes go cold after the first message.
  • A customer’s history is split across inboxes, a spreadsheet and someone’s personal phone.
  • You can’t say how many enquiries became booked work last month without counting by hand.

What we build

Lead capture from every channel

Web forms, calls, texts and WhatsApp messages create a record in the same place, with the source saved. Nobody has to copy details from a notification.

Clear ownership and routing

Each new lead goes to a person based on rules you agree on, such as service type, area or who is on shift. The owner gets an alert and the rest of the team can see who has it.

Follow-ups that run on schedule

If a quote hasn’t been answered after a set time, the system sends a reminder or creates a task for the owner. You decide the timing and the wording.

One customer history

Calls, messages, quotes, jobs and payments sit on one record. Whoever picks up the phone can see what happened before.

ClickUp CRM setup

If your team already lives in ClickUp, we build the CRM there with statuses, custom fields and separate views for sales and operations. If you use something else, we work with that first.

How it works

  1. 1

    Follow real leads from first contact

    We trace recent enquiries from the first message to the booked job and note where they stall, who touches them and what gets typed twice.

  2. 2

    Agree on stages, owners and rules

    Before building, we define the pipeline stages, required fields, who owns each step and what triggers each follow-up. You approve the design and a defined estimate.

  3. 3

    Build in your accounts and train the team

    We build the CRM in your own tools, test it with real scenarios and hand over written SOPs, walkthrough videos and a live training session.

Tools used: ClickUpMakeZapierGoogle WorkspaceWhatsAppQuoSlackClaude AI

Related case studies

CRM & customer journeys: questions, answered

Usually not. We start with the tools you already use and connect them. If one tool is a real bottleneck, we explain the trade-offs before suggesting a change, and the decision is yours.
Yes. ClickUp works well as a CRM for many service businesses because sales and operations can share one workspace. We set up statuses, fields, automations and views around how your team actually sells.
It depends on how many channels, people and steps are involved. After the first conversations we give you a defined plan and estimate before anything is built. Larger projects are split into phases.
You do. The system runs in your own accounts, and we document how it works so your team, or anyone you hire later, can maintain it.

See where your leads are slipping

Tell us how enquiries reach you today and who handles them. We’ll come back with a clear view of what to fix first.

Tell us about your process → WhatsApp ↗

Industries

Field service

Dispatch, customer texts, invoicing and review requests connected around one job record for auto glass, gutter, HVAC and home service teams.

Tour agencies

A booking flow for agencies that sell on WhatsApp: quick replies, deposit requests, 24-hour seat holds, departure lists and the guide brief.

Other services

Scheduling & dispatch

Book appointments, assign technicians and track job status from one dispatch board.

Invoicing & payments

Turn completed work into invoices with payment links, reminders and automatic reconciliation.

Integrations & automation

Connect your tools with Make, Zapier and APIs so work moves on clear rules, with AI where it helps.

Websites & lead capture

A considered website where every enquiry is routed, confirmed and easy to follow up.

Reviews & reputation

Ask every customer for a review at the right moment, built into the job workflow.