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CRM for trades and home services

For businesses that win work by quoting.

Roofing, solar, kitchens, cleaning. The quote goes out and then nobody chases it. Socianet does the chasing.

A typical boardSample data

Enquiry 3

Sample Road: new roofOwner: A. Okafor
Reply today
Example Close: solarOwner: J. Patel
Call at 2pm

Follow-up 2

Demo Street: kitchenOwner: A. Okafor
Follow up Thursday

Job booked 1

Test Co LtdOwner: J. Patel
Done

Where the leads come from

Phone
Website forms
Adverts
WhatsApp

Where they leak

  • Quotes sent and never chased
  • Surveys double-booked or missed
  • No idea which adverts bring paying jobs

A typical pipeline

Stages named for the way you sell.

This is a starting point. We build yours around how your team works.

  1. Enquiry
  2. Survey booked
  3. Quote sent
  4. Follow-up
  5. Won
  6. Job booked

What we set up

Ready when the team logs in.

Set up for you in seven days.

Guide: following up after a quotation

Quote follow-ups that go out on time
Survey bookings with reminders
Enquiries from forms and adverts straight in
A reason recorded for every job won or lost

What changes

The same team, with one place to work from.

Every deal has an owner

Nobody asks "who has this one?". The name is on the deal, with the next step and its date.

Each person sees their own

Open one screen and know what to do today. No hunting through tabs.

The manager sees everything

One dashboard for the whole team, so the weekly review takes minutes.

Pipeline, shared inbox, automations, calendars, reports and a mobile app, with unlimited seats. See the product

Straight answers

Questions we get from trades and home services.

Can customers book a survey themselves?

Yes. A booking link shows your free times and sends reminders.

We quote from another tool. Does that matter?

No. Record that the quote went out and Socianet handles the follow-up.

What does it cost?

Core is £197 a month, Growth £347 and Managed £497, each with unlimited seats. No VAT is added.

How long does setup take?

Seven days from kickoff. We import your data, connect your channels and train the team.

Can we cancel?

Core and Growth are month to month with 30 days' notice. Managed has a three-month minimum.

Other industries

Not quite your business?

Send us your spreadsheet. In 48 hours it is a live pipeline.

Free, with no obligation. We sign an NDA on request and delete your data if you do not go ahead.