📲 How I Use WhatsApp & Zoho CRM to Stay on Top of Client Enquiries Running a busy carpentry and handyman service means juggling calls, texts, voicemails, quotes, and bookings. For a long time, it felt like I was chasing my tail trying to keep track of who said what and when. But now, with a bit of help from Zoho CRM and WhatsApp for Business, I’ve built a simple system that keeps everything organised — and I think it’s something other tradespeople could benefit from too. ✅ Step 1: Start of Day Routine Every day, my admin assistant (or me, if I’m solo) starts with a 2-hour work block. Here's the process: 1. Check CircleLoop Listen to any voicemails. If there's a message, save the number to CircleLoop and Google Contacts. Let it sync (~15 mins) before moving to WhatsApp. 2. Message via WhatsApp Business “Thanks for your voicemail. To help us quote accurately, please complete the form at https://www.bluewood.pro/enquiry with your site addr...
Disclaimer: This blog may contain affiliate links. They help support the free content I create — thanks for your support! 💪
5 Must-Have Website Features for Tradespeople
Hi folks – Conrad here 👋 I’m a carpenter, tutor, and founder of BlueWood Office and BlueWood Handyman. I help tradespeople like us build better businesses — and that includes building better websites.
Most tradies now know they need a website. But far too many of us have websites that just sit there doing nothing — no leads, no bookings, and no admin time saved. That's not good enough anymore. So here's the question: is your website doing any actual work for you?
In this guide, I’m going to walk you through 5 essential features every tradesperson’s website should have to actually make your life easier — not harder.
Think of it like this — online reviews are today’s version of word of mouth. If your customers love your work, you want that praise right at the top of your website. Not in a dusty testimonial page that no one visits. Not copy-and-pasted quotes that look fake. I mean real, live, automatic reviews from your Google Business Profile.
I use the Elfsight Reviews widget on my site to automatically display my latest reviews — it’s front and centre. It builds trust instantly, especially when you pair it with a visible star rating badge.
📋 2. Enquiry Form Connected to Your CRM
Your website should have a dedicated enquiry page with a proper form that captures all the basics: name, address, job type, phone, email, and a short message. You can even let them upload photos.
I link my enquiry form to Zoho CRM, so everything gets saved in one place. From there, I can send estimates, follow-ups, reminders — the works.
Set up an auto-reply like: “Thanks for your message. Please fill out the enquiry form here: [link].” It saves you replying immediately while still giving the client something to do.
Tip: Use WhatsApp Business with a virtual number so your personal contacts stay separate.
🧱 Bonus: Your Website Is Just the Tip of the Iceberg
Behind these tools is a whole ICT system that supports your business — marketing and sales, admin and customer care, bookings, and finance. I call this the F-SMART-F framework and I’ll be covering it more in upcoming posts.
If this post gave you an “aha!” moment about your own site, feel free to share it, comment below, or give the YouTube video a like. Let’s build better businesses — one solid website at a time.
Written by Conrad – Carpenter, Tutor, ICT Consultant, and Trades Business Advocate
Comments
Post a Comment