Follow up without lifting a finger.
Build reusable templates once, wire them to a status, and let on-brand SMS and email go out automatically — from your own number.
your quote for {job_title} is ready.
View & accept:
{quote_link}
your quote for Hot water install is ready.
View & accept:
sbcrm.au/q/d2nq
"Sorry, just running between jobs — I'll text you back."
Following up takes minutes. Not following up costs jobs. Service Based CRM gives every stage of your pipeline its own on-brand template — SMS and email — so the right message goes out at the right time, every time, without you opening your phone.
Templates that do the work for you.
Dual channel
Build one template, send it as SMS or email — or both. The body, subject, and merge fields share a single source of truth.
Reusable templates
Per-team templates for leads, jobs, or customers. Insert merge fields (customer name, job details, payment link) with a live preview of the rendered message.
Workflow-driven
Fire templates automatically when a record hits a chosen status — or send manually with a one-click template picker.
Bring your own number
Connect your team's own Twilio account so SMS comes from your business number and reply threads land where you actually read them.
Per-user preferences
Team members control which notifications they receive. Delivery is permission-gated by role so the wrong people never get pinged.
Delivery logging
Every message sent is recorded against the customer, lead, or job — proof of contact, audit trail, and a clean activity feed.
Personal feels personal.
Drop in any field from the record — first name, job address, scheduled time, total due, even the Stripe payment link. The recipient gets a message that sounds like it was written for them. Because it was.
Let your pipeline send the texts for you.
14 days free. Plug in your Twilio and go.