Lead & Business Management
Leads organised. Bookings managed. Less to remember.
Tremor keeps customer records, sales opportunities and appointments together. Your team can see what needs attention, while workflows handle lead assignment, reminders and follow-ups without someone remembering every next step.
Customer records together
Bookings & follow-ups managed
Clear next steps for your team
1 CRM
for customer details, conversations and opportunities
24/7
online booking without waiting for your team to answer
Auto
reminders and follow-ups on the schedule we set up
1 view
of your pipeline, appointments and outstanding tasks
Everything your team needs to keep the work moving
Six capabilities that bring leads, appointments and everyday tasks together, so your team knows what needs attention and spends less time managing the admin.
Automatic lead capture
Enquiries from connected forms, calls, website chat and messaging channels create or update customer records automatically. Your team spends less time copying details and more time taking the next step.
Custom sales pipelines
Your pipeline is built around how your business actually works — not a generic template. Whether you have three stages or ten, Tremor sets up the exact flow your team follows from first enquiry to completed job.
Customer records & history
Connected messages, call activity, notes and tasks sit against the customer record. Your team can pick up where things left off without searching separate inboxes or asking colleagues what happened.
Calendar management
Customers choose an available appointment through your online booking page. Staff availability, booking rules and rescheduling links help keep the diary organised without the usual back-and-forth.
Reminders & lead follow-up
Booking confirmations, appointment reminders and quote follow-ups go out through configured workflows. Missed callers and quiet leads can receive a timely message, with replies stopping or changing the sequence where set up.
Team tasks
Assign leads, create tasks and notify the right people when key actions happen. Configured workflows update records and opportunities, while reporting helps your team see what is moving and what needs attention.
What happens to a lead from the moment it arrives
Here is the full journey from the moment an enquiry comes in to a fully organised, assigned and tracked contact in your pipeline.
Enquiry arrives
A call, form submission or message comes in through one of your connected channels.
Contact saved
Tremor creates or updates the customer record using the details available from the enquiry.
Opportunity organized
A workflow creates or updates the opportunity, places it in the chosen pipeline stage and assigns an owner.
Team notified
The assigned team member receives a notification so they know which lead needs attention.
Progress tracked
Connected conversations and configured workflow updates stay recorded as your team moves the lead forward.
Customer details together. Next steps clear.
Customer records, opportunities and appointments stay connected, so your team can find the details and next steps without asking around.
Contact record
Why businesses choose Tremor for this
Three reasons it works better than trying to manage leads across texts, emails and memory.
1 shared view
of your leads, conversations and next steps
When lead details live in separate messages and spreadsheets, your team spends time piecing things together. Tremor keeps customer records and opportunities organised, so the next step is easier to see.
Your team works from the same information
No more "I thought you were handling that." Every team member sees the same contact record, the same history and the same outstanding tasks.
Built around how your business works
Your pipeline stages, booking rules and team workflows are configured around your process. From assigning a new enquiry to reminding a customer about an appointment, the setup follows the way your team works.
Stop managing leads in your head.
Book a free walkthrough and we will show you what a clean, organised pipeline looks like for your business, with routine updates handled automatically and clear next steps for your team.
AI-powered automation for local businesses. More bookings. Fewer missed leads.
