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Your all-in-one CRM platform for UK tradespeople
From creating & sending invoices, to full business automation, Welch Marketing software is not only going to save you time, but it is going to help organise your business and close more leads!
WHY WELCH
Saving you time, making you money
Welch Marketing Software is an all-in-one CRM platform designed and created with the intention to not only help you with your admin and free up your valued time, but to optimise the everyday function of your business, and assist you with all of your marketing. Freeing up your time and making you more money.
WELCH MARKETING SOFTWARE'S FEATURES
Helping tradespeople, one feature at a time
CONVERSATIONS
Are you receiving new job leads from all different inboxes? A few on Instagram, a couple on Facebook and a lot through your email? Keep it all organised with our conversations feature! You can link all your different messaging platforms so that all of your messages go into one inbox. Someone emails you? It comes into your WMS inbox. Want to reply? Reply within the software and it will send them an email straight back! It can also be hard or annoying to differentiate serious job leads and friends & family. With our powerful segmenting tool, you can put all friends and family into a separate category, so their messages do not show up in the platforms inbox.
INVOICING
There's nothing more time consuming than designing, creating and editing invoices. Double checking the contact details, the pricing and the math. With our software, you can use our pre-built invoice templates and create them with ease. Send them off with flexible payment options attached. Either add your bank details, or link a Stripe or Paypal account and simplify the process with a 'Pay Now' button.
CALENDAR
Organisation is one of the biggest killers for tradespeople and all businesses. Have an appointment with a new customer? Have to go and view a job? Need your team to know where they need to be for the next few weeks? Our calendar can fix this. Add everything you need to. Appointments with specific contacts, which will note down their contact details and home address. Book in time for when jobs start and end, and invite your team members to the software so they can see this too. No more "Where am I today?" or "When does this job need to be finished by?" Simplify your business and stay organised.
CONTACTS
From receiving new leads, to manually adding your contacts, all of your contacts will be held within the software. No more searching through emails and messages for a customers address. No more trying to remember who's number is who's. Simply navigate to your contacts page, and find the exact customer you're after. When you find the contact you want, you can then send them an SMS text message through the platform, or an email, or any other form of communication. You can also send out bulk messaging to all of your contacts. Remember, these can be segmented into 'leads' or 'customers' so you can send tailored texts or emails to them!
PIPELINES & OPPORTUNITIES
Use our pre-built, conversion-proven pipelines to convert more leads into paying customers. When you get a new job enquiry come through, they will be added into the "New Leads" section. In here you will hold all of their contact details, and the potential job value. You can then easily converse with them and monitor their interest. If they show more interest, and you have now viewed the job and quoted it, you can then move them over into the "Quote Sent" section. Here you can also update the job value to the value of the quote. If successful, you can then move them to the "Quote Agreed" section. Then once the job is complete and all paid up, the "Job Complete" part. This massively helps with organising your leads, and will seriously increase how many leads you convert into jobs!
SOCIAL PLANNER
Trying to remember to constantly post to your social media accounts is one of the hardest things, especially when you're actually running a full company! With the WMS you can schedule your posts. Want to post twice a week? At the start of the month, create 8 posts and schedule each of them throughout the month. These will then get uploaded without you having to remember!
Also, we know there are multiple social medias you need to be regularly posting on. Facebook, Instagram, GoogleMyBusiness, LinkedIn, TikTok, etc. Integrate all of your accounts and you can post to all of these platforms at the same time!
AUTOMATIONS
Automations can be set up to both free your time, and close more customers!
From texting a new lead just 30 seconds after they submit a form, to following up with an email or text X days after sending off a quote.
Use your imagination and create your own, or use our pre-built automations to start freeing your time up and generating more revenue for your business!
GOOGLE REVIEWS
Social proof is crucial for the success of a trades business online. With your company sitting in the same pile as all of your competitors, your reviews are what make the difference.
Getting reviews off customers, monitoring them and replying to them is not easy. This makes them easily forgotten and overlooked. With the Welch Marketing Software you can automat all of this and maximise your reviews!
REPORTING
If you're running any Google ads or Facebook/Instagram ads yourself, or have an agency like us running them for you, you can link your accounts to the software to get in depth reporting. See which campaigns are performing the best, converting, and how much you're spending.
There's nothing worse than being in the dark, not knowing where your money is going, or having to have 25 different tabs open to manage your entire business.
MOBILE APP
As tradesman, we know you're not always sitting in your office, at your computer or laptop. Because of this, we've adapted.
Download our free mobile app on the App Store or Google Play Store, and manage your business on the go. Check and reply to conversations, find clients contact details and addresses, create & send invoices, and everything else from the job you're on or sitting in your van.