Your CRM, built around turning enquiries into booked work.
ShapeShift CRM helps established service businesses capture new enquiries, respond faster, manage bookings or quotes, automate follow-up and create a smoother client journey from first contact to repeat work.
This is not a blank CRM login. We help map, build and launch the core system with you.
Client Journey
Active Pipeline
New Enquiry
Just nowFollow-Up Sent
2 mins agoBooking Requested
1 hour agoQuote Follow-Up
1 day agoReview Request
3 days agoClient Reactivated
1 week agoGood enquiries should not disappear because the system is messy.
Most service businesses do not lose leads because they do not care.
They lose leads because the follow-up process depends on people remembering what to do next while they are already busy with clients, jobs, meetings, calls and admin.
A new enquiry comes in. Someone means to reply. Someone else thinks it has already been handled. A quote goes out but nobody follows up. A past client would have come back, but never hears from the business again.
ShapeShift CRM gives your business a clearer way to manage what happens after someone enquires, so fewer opportunities fall through the cracks.
Missed enquiries
Leads from different sources getting lost in scattered inboxes or forgotten during busy days.
Slow or inconsistent follow-up
Taking too long to reply, meaning the potential client has already called a competitor.
Quotes and past clients going cold
Sending a quote and hoping they reply, or never checking in with past clients for repeat work.
What is ShapeShift CRM?
ShapeShift CRM is a done-with-you client growth system for Australian service businesses. It connects enquiry capture, conversations, bookings, quote follow-up, reminders, reviews and client communication into one practical system built around how your business actually works.
It is designed for businesses that want more enquiries to become booked work, without adding more manual admin or forcing the team to figure out another platform alone.
The goal is not more software. The goal is a smoother path from first enquiry to booked, looked-after and returning client.
New lead added to pipeline and welcome SMS sent.
Appointment scheduled and reminder sequence started.
One system for the journey from enquiry to repeat client.
Capture every enquiry
Collect leads from your website, forms, ads, social channels, phone calls or booking links.
Respond faster
Send instant acknowledgements, missed-call replies and internal notifications so new leads are not left waiting.
Manage bookings or quotes
Move enquiries through a clear pipeline from new lead to booked call, quote request, proposal or client.
Follow up consistently
Automate email and SMS follow-up so good leads do not disappear when the team gets busy.
Create a smoother client experience
Use reminders, onboarding messages and simple handover steps to reduce confusion and improve trust.
Grow reviews, referrals and repeat business
Request reviews, encourage referrals and reactivate past clients with simple nurture campaigns.
Fast follow-up feels like professionalism.
When someone enquires, the first response shapes how they feel about your business.
A fast, helpful reply builds confidence. A clear next step reduces hesitation. A reminder before an appointment lowers friction. A thoughtful follow-up after the work is done makes the experience feel more complete.
ShapeShift CRM helps you create those moments consistently, without making every touchpoint feel automated or cold.
Automation should support the relationship, not replace it.
The first three journeys every service business needs.
New enquiry to booking or quote
When someone enquires, they should receive a fast response and a clear next step. We help set up the pipeline, notifications and follow-up needed to move new leads forward.
Booking to reminder to client experience
Once someone books, they should know what happens next. We help set up confirmations, reminders and simple onboarding steps to reduce confusion and no-shows.
Completed service to review, referral or repeat work
The relationship should not end when the job is done. We help set up review requests, referral prompts and reactivation campaigns so past clients are not forgotten.
Built for service businesses that have outgrown manual follow-up.
ShapeShift CRM is best for established businesses that already receive enquiries, calls, bookings or quote requests, but need a clearer system to manage what happens next.
This is a strong fit if:
- You sell through enquiries, bookings, consultations or quotes.
- You know some leads are not being followed up properly.
- Your team needs one clear process.
- You want automation that still feels human.
- You want help setting up the system, not just software access.
Not a good fit if:
- You only want the cheapest CRM login.
- You want to DIY everything without support.
- You are not receiving enquiries yet.
- You need a full enterprise platform like Salesforce, Dynamics or HubSpot Enterprise.
- You want every system in your business rebuilt at once.
Not another CRM for you to figure out alone.
Most CRMs give you a login and leave you to decide what to build.
ShapeShift CRM starts with your real client journey. How enquiries come in. What happens next. Where leads get stuck. What your team needs to see. What should be automated. What should stay human.
Then we help build the core system around the way your business actually works.
Keep the systems that run your business. Fix the client journey that grows it.
Founding Client Growth System
For the first five suitable businesses ready to launch their core client journey inside ShapeShift CRM.
Our founding offer is designed for service businesses that want to get their lead, booking and follow-up process working properly without overcomplicating the first stage.
You get the CRM setup, core workflows, templates, training and 30-day go-live support needed to launch your first client growth system.
Founding Partner Price
Usage billed separately
SMS, calls, email sending, AI features and premium integrations are billed separately based on usage.
What your setup includes
How we get your CRM live
Fit Call
We check whether ShapeShift CRM is the right fit and where your current client journey is leaking opportunities.
Client Journey Mapping
We map how enquiries currently come in, what happens next and what needs to be built first.
CRM Setup
We set up your pipeline, forms, booking flow, templates, automations and internal notifications.
Team Training
We walk you and your team through how to use the system, what is automated and what still needs a human touch.
Go-Live Support
You receive 30 days of go-live support while the system starts running with real leads and clients.
Our 30-Day Go-Live Promise
Once we have the access, information and approvals needed, we aim to launch your agreed core client journey within 30 days.
If we miss the agreed go-live window due to delays on our side, your next month of ShapeShift CRM access is free.
Timeline depends on receiving required access, assets, approvals and business information from your side.
ShapeShift CRM FAQs
Ready to stop losing good enquiries through scattered follow-up?
Let's look at how your current enquiries, bookings, follow-up and client communication are working, and whether ShapeShift CRM is the right next step.
No pressure. We will only recommend ShapeShift CRM if it genuinely fits your business and current stage.