Boost Your Business with AI-Powered CRM Solutions
Transform your tradie business with our AI CRM! Streamline operations, enhance customer relations, and increase sales in Australia.
CRM AI Automation
AI writes your follow-ups, moves deals through your pipeline and reads the replies, for the enquiries and customers you already have. Never cold email.
Our AI-Powered CRM is built for businesses that want every enquiry and every customer followed up properly without hiring someone to do it. Unlike generic CRMs, it learns your business and brand voice, writes messages that read like you wrote them, and moves each deal through your pipeline on what actually happened: a reply, a booking, a date that slipped. Every lead source feeds one board: website forms, the AI chat widget, the quote widget, phone, or your accounting system. When the off-the-shelf flow isn't enough we build it around your trade: follow-ups timed to each job's estimated start date, reminders before a booked job, a materials calculator from your own product table, invoicing straight into your accounting system, all inside the same CRM. It only ever messages people who have dealt with you, every email carries your business details and an unsubscribe link, and STOP by text is honoured automatically.
What's Included
AI Message Composition
The AI learns your brand voice and business context and writes emails and texts that feel personal, not templated. Staff describe what a message should do ('ask if the Bay St job is still going ahead and roughly when'), pick a tone and press Write it. Problem-solving in tone, never a hard sell.
Smart Pipeline Automation
Deals move on what actually happened: a reply, a booking, a date confirmed, a quote gone quiet for 30 days. Follow-up sequences, reminders and tasks are rules you can see and edit (when, only if, then), and every decision is logged on the deal: sent, held, skipped and why.
AI Reply Handling
Texts, WhatsApp and email replies are matched to the deal and read by AI. 'We're looking at late March' becomes an estimated date, 'not proceeding' closes the quote, and anything about price, a complaint or a variation becomes a task for a person. The assistant never quotes prices.
Unified Lead Capture
Website contact forms, the AI chat widget, the instant quote widget, phone enquiries and imports from your accounting system or any spreadsheet all land on one board, with the source and the full conversation history on the deal.
Analytics & Ask Your Pipeline
A dashboard with this week's numbers, expected revenue, a forecast and what needs attention, plus plain-English questions ('which quotes over $5,000 are due in the next 90 days?') answered from your live data with two or three suggested next steps you can add to Tasks.
Compliance Built In
Every email ends with your business name, reply address and a one-click unsubscribe, per brand. STOP by text is honoured automatically. Contacts are deduplicated, messages go out only inside your office hours, and only ever to people who have dealt with you.
Features
- AI Email & SMS Writer: Say what the message should do, pick a tone, and the draft is ready in your voice
- Smart Pipelines: Visual Kanban boards where stages mean something, e.g. 'Quote Sent' starts the follow-up clock
- Automated Follow-Up Sequences: Text, email and WhatsApp on your schedule, stopped the moment the customer replies or a person logs a call
- Date-Driven Nurture: Check-ins timed to when the customer said the job would happen, so a quote for next year isn't forgotten
- AI Reply Handling: Replies matched to the deal, dates and outcomes read and applied, price or complaint questions handed to a person
- Unified Lead Capture: Website forms, AI chat widget, quote widget, phone and accounting imports all feed the same board
- Ask Your Pipeline: Plain-English questions about your own deals, answered with figures and suggested next steps
- Compliance & Hygiene: Per-brand unsubscribe, STOP honoured automatically, contact deduplication, office hours
Why Choose Codeteki
- AI that writes like a person, in your voice
- No enquiry sits untouched because someone forgot to follow up
- Deals move on real signals: replies, bookings, dates, not guesswork
- A person is pulled in the moment a reply is about price, a complaint or a change
- Works with your website, AI chat widget and quote widget out of the box
- Connects to MYOB, Xero or QuickBooks, Twilio SMS/WhatsApp and your own email domain
- Multi-brand and white-label options for agencies and groups
- Customers' unsubscribe and STOP requests honoured automatically
How It Works
- Discovery & Setup — We map how an enquiry becomes a job in your business today: stages, who follows up, what lives in your accounting system, and where things fall through.
- Brand & AI Configuration — Your brand voice, signatures, business context and approach style are set so the AI writes like you. Existing contacts come in from your accounting system or any spreadsheet, with undo.
- Pipeline & Rules — Stages, lead sources and automation rules are configured, and the wording of every automatic message is agreed with you before anything can be sent.
- Connect & Preview — Website, chat widget, quote widget, accounting, SMS and email are connected to your own accounts. Each deal shows what every rule would have sent while the messaging switch is still off.
- Launch & Refine — Messaging goes live when you sign it off. Your team gets a short guide, an in-app help bubble and a weekly summary email, and the rules are tuned as real replies come in.
Outcomes
- AI writes follow-ups in your voice, not templates
- Pipeline moves itself on replies, bookings and dates
- Every enquiry source lands on one board
- Only ever messages the customers you already deal with
Frequently Asked Questions
I received an email with 'Powered by Codeteki' in the footer. Who sent it?
The business named at the top of the email sent it, from their own CRM, which Codeteki built. You're hearing from them because you asked them for a quote or booked a job with them. Reply to the email or text back and it reaches them directly. Codeteki doesn't read your messages or use your details for anything else. Every email has an unsubscribe link, and texting STOP stops all texts from that business.
Is this cold email or sales automation?
No. The CRM only messages people who have already dealt with the business: an enquiry they made, a quote they requested, a job they booked. It's the follow-up a good office does by hand, done consistently and written by AI in the business's own voice. Nothing is sent to purchased lists or harvested contacts, and we won't build it that way.
Does it actually write and send the messages, or just remind us to?
Both. AI-drafted follow-ups can go out automatically on your sequence inside office hours, or wait for review before anything is sent, depending on how hands-off you want it. Staff can also ask the AI to write a one-off message in a chosen tone. Either way, a reply from the customer or a logged call stops the sequence.
Can it be built around our trade?
Yes. The CRM core is the same for everyone; the stages, the timing and wording of each message, and the extras are yours. Past builds have added follow-ups timed to a job's estimated start date (from a year out to the week before), reminders before a booked job, a stock forecast and materials calculator from the business's own product table, and invoice creation in MYOB from the job page.
Does it connect to our website, chatbot and accounting?
Yes. Leads from your website contact form, AI chat widget or instant quote widget flow in automatically with source and details logged. MYOB AccountRight connects by OAuth with quotes and invoices synced in, and Xero and QuickBooks are available.
What does it cost?
A custom build is quoted as a fixed-price project in milestones after a free scoping call, and each milestone is switched on for your team when you sign it off. Running costs (hosting, SMS, email, AI) are billed to your own accounts and shown inside the CRM, so there are no per-message fees from us.
Where does our data live?
On your own server and domain, not a shared Codeteki platform. Keys are encrypted, sign-in has two-step verification, roles limit who sees prices, nightly encrypted backups go to your own storage, and you can export every record as a spreadsheet at any time.