Capture every lead, follow up every quote and see your whole pipeline in one place, without the admin.
Leads scattered across inboxes, notebooks and phone messages are leads that get forgotten. Flow Marketing's CRM automation for tradies and construction businesses sets up ActiveCampaign, HubSpot, Mailchimp or Salesforce to capture every enquiry automatically, trigger the right email and SMS follow up and show your team exactly where each job sits.
A CRM is only valuable when your team actually uses it and the follow up happens without anyone having to remember. CRM automation connects your website, ads and phone enquiries to one system, so nothing slips through the cracks. It is part of Flow Marketing's wider email marketing agency service.
Capture every enquiry from every channel automatically.
Trigger email, SMS and tasks as leads move through your pipeline.
See which marketing is actually producing jobs.
ActiveCampaign is a strong fit for small and growing trades businesses that want powerful email and SMS automation without enterprise pricing. Flow Marketing builds the pipelines, tags, automations and forms that turn it into a follow up machine.
For an owner operated business like McPherson Window Cleaning or Knight Solutions, that can mean instant enquiry replies, quote reminders and rebooking prompts all running in the background.
Read the Email Outreach GuideHubSpot suits construction businesses with a sales team, a longer sales cycle or several stakeholders on each project. Flow Marketing configures deal pipelines, task automation, sequences and reporting dashboards so your team can manage every opportunity in one place.
A design and drafting firm like NRD Drafting and Building Design, or a builder managing several quotes at once, gains clear visibility over every project from first enquiry to signed contract.
Get Your Free CRM Review
Mailchimp works well for simple newsletters and email automations, while Salesforce suits larger operations that need custom workflows and detailed reporting. Flow Marketing sets up, cleans up or migrates either platform, and connects it to your website and ads.
Whichever platform you choose, CRM automation works best alongside lead nurturing and SMS marketing for tradies. Our guide on how to get more leads from your website covers the capture side.
See the ProofWhy Flow Marketing
How Flow Marketing's approach to CRM automation is different.
Built Around Booked Jobs
Flow Marketing measures email and SMS by the work they win, not open rates alone. Every sequence is built to move a lead one step closer to a site visit, a quote or a signed contract.
Connected to Your Ads and Website
Email and SMS sit alongside your Google Ads, Meta Ads, SEO and website, so the leads your marketing generates are followed up properly instead of going cold.
Construction Specialists
Flow Marketing works exclusively with construction and trades businesses. Every message is written for how homeowners, builders and developers actually make decisions, not adapted from a retail template.
Ideas Come Standard
At Flow Marketing, ideas are part of the relationship. Strategy and fresh ideas are included with every campaign, because a construction business with a better plan gets better results.
Competitive Pricing
As a lean independent agency, Flow Marketing operates without the overhead of a large firm, which means competitive pricing without compromising on quality. You get senior level thinking and hands on execution at a price point that makes sense for a growing construction business.
Australian Based
Flow Marketing is an Australian agency with local knowledge of the construction and trades market. We understand how Australian clients buy, and every campaign is built to comply with the Spam Act, with clear consent and simple opt outs.
Cold Outreach
Reach your ideal construction clients before they come to you. Flow Marketing builds targeted cold outreach email sequences that identify the right prospects, developers, builders, architects, and project managers, and engage them with personalised messaging that starts conversations and generates pipeline without your sales team having to build lists or chase contacts manually.
Identify the right prospects
Flow Marketing uses prospecting tools to build a precise list of ideal clients based on your construction business's best existing clients, so outreach goes to the right people from day one.
Personalised outreach at scale
Generic cold emails get ignored. Flow Marketing writes outreach sequences personalised to each prospect segment, so messages feel relevant and generate replies rather than unsubscribes.
Warm leads for your sales team
Every prospect that engages with your outreach is automatically flagged, scored, and passed to your sales team with full interaction history, so every conversation starts warm.
Nurture
Most construction leads don't convert on the first contact. Flow Marketing builds automated nurture sequences that keep your business front of mind from first enquiry through to signed contract, adjusting messaging based on where each lead sits in the buying journey, so the right communication reaches the right person at the right time without any manual effort.
Automate lead follow up
Every new enquiry triggers an immediate, professional follow up sequence, so no lead goes cold because your team was on site or busy with another job.
Build trust over time
Longer construction sales cycles require consistent, relevant communication. Flow Marketing builds nurture sequences that educate, reassure, and build credibility with prospects over weeks and months.
Convert at the right moment
Flow Marketing sequences are designed to identify when a prospect is ready to move forward, and serve the right call to action at the moment they're most likely to respond.
Re-engagement
Every construction business is sitting on a list of leads that went quiet and past clients that haven't been in touch since the job finished. Flow Marketing's re-engagement service turns that dormant database into an active revenue channel, with targeted campaigns that reach back out at the right time, with the right message, to generate enquiries from contacts you've already paid to acquire.
Recover unconverted quotes
Not every quote converts immediately, but that doesn't mean the opportunity is lost. Flow Marketing builds automated sequences that follow up unconverted quotes weeks or months later, when circumstances may have changed.
Retain past clients
A past client who had a great experience is your most cost effective source of new work. Flow Marketing builds retention campaigns that stay in touch after the job is done, generating repeat business and referrals without any manual outreach.
Reactivate cold leads
Leads that went quiet after initial contact often come back, they just need the right prompt at the right time. Flow Marketing identifies cold contacts in your CRM and builds targeted campaigns to bring them back into the pipeline.
SMS
SMS delivers messages that get read. With open rates above 90% and most messages read within three minutes of receipt, SMS is one of the most effective channels for time sensitive construction and trades communication, from immediate lead follow up to appointment reminders, quote nudges, and re-engagement campaigns that cut through when email alone isn't enough.
Instant lead response
Speed of response is one of the biggest factors in converting a construction enquiry. An automated SMS sent within minutes of a new lead coming in dramatically increases the likelihood of making contact before a competitor does.
Support the sales process
SMS works alongside email to move leads through the pipeline faster, with appointment reminders, quote follow ups, and check in messages that keep your construction business front of mind at critical decision points.
Combined SMS and email sequences
The strongest results come from combining SMS and email in a single automated sequence, using each channel at the right moment based on lead behaviour and response patterns.
CRM Automation
Your CRM should do the chasing for you. Flow Marketing sets up and automates ActiveCampaign, HubSpot, Mailchimp and Salesforce for construction and trades businesses, so every enquiry is captured, every quote is followed up and your team can see exactly where each job sits in the pipeline.
Platform setup and migration
Flow Marketing configures the platform that suits your business size and sales process, or cleans up and migrates the one you already have, so your data is accurate and usable from day one.
Pipeline and lead automation
Leads from your website, Google Ads, Meta Ads and phone calls flow straight into your CRM, are tagged by service and location, and trigger the right follow up automatically.
Reporting and team adoption
Dashboards show where leads come from and which ones turn into jobs, and simple training means your team actually uses the system every day.
Flow Marketing works exclusively with construction and trades businesses, backed by 15 years of experience across the sector. Every CRM is configured around how trades and construction jobs are actually quoted and won.
CRM automation ties together Google Ads for tradies, Facebook ads for tradies and SEO for tradies, so you can see which channel produces which jobs.
Strategy and ideas are part of the relationship. Every CRM setup comes with practical automation ideas, included as standard.
Trades and Construction Companies We Work With
Upmarket Homes came to Flow Marketing with a Meta Ads campaign that was building reach but not converting. Flow Marketing rebuilt the website around a conversion focused layout and refined the campaigns, reaching over 107,000 people in Canberra and creating a consistent flow of new enquiries.
A consistent pipeline like this is exactly what CRM automation is designed to manage, making sure every enquiry is captured, tracked and followed up.
New leads generated over 10 months
Leads per week, creating a consistent pipeline
Increase in time spent on site
Many trades businesses pay for a CRM their team never really uses. Flow Marketing keeps CRM automation simple and practical, configuring only what your business needs and training your team so the system becomes part of the daily routine.
You get honest platform advice, whether that means getting more from the CRM you already have or moving to one that fits better, plus reporting that connects your marketing to real jobs.
Tell Flow Marketing about your business, your current tools and how leads are managed today.
A review of your current setup, or a platform recommendation, at no cost and no obligation.
Your CRM is configured, connected to your website, ads and phone, and loaded with automations.
Your team is trained and automations are refined monthly based on real results.
CRM automation uses your customer relationship management system to handle repetitive follow up automatically, such as logging new enquiries, sending emails and texts, assigning tasks and moving deals through your pipeline.
It depends on your size and sales process. ActiveCampaign suits many small trades businesses, HubSpot suits teams with longer sales cycles, Mailchimp suits simple email needs and Salesforce suits larger operations. Flow Marketing will recommend what fits.
Yes. Flow Marketing often cleans up and automates an existing CRM rather than starting again, and only recommends moving platforms when it clearly benefits your business.
Yes. Contacts, deals and history can be cleaned, deduplicated and migrated so your team starts on the new platform with accurate data.
Adoption is built into every project. Flow Marketing keeps the setup simple, trains your team and provides clear documentation so the CRM becomes part of everyday work.
Leads from your website forms, Google Ads, Meta Ads and phone calls flow straight into the CRM, tagged by source, so you can see which marketing produces enquiries and which produces jobs.
15+ years marketing to the trades and construction industry, from digital agencies specialised in the built environment to leading digital marketing at one of Australia's largest equipment hire companies. Flow Marketing brings that knowledge to the businesses that build things.
Find out where leads are falling through the cracks and get a clear plan to automate your follow up. Free, no obligation.
