Every lead. One inbox. Nothing slips.

Most tradies are quietly running 4 to 5 separate inboxes: the website form, Google Business Profile messages, Facebook DMs, email and the phone. Each one gets checked when you happen to remember, which is how leads you have already paid for go cold. This automation funnels every source into a single CRM list. A new website enquiry, a Google Business message and a Facebook DM from the same person are matched and merged so nobody gets chased twice. Each lead arrives with a source tag (where it came from), a job tag (reno quote, emergency) and an owner, so the emergency hot-water call routes straight to you while the bathroom quote drops onto Jase's list. You stop juggling tabs and start working one tidy queue.

1. 1

   Trigger

   A new enquiry arrives from any channel — the website contact form, a Google Business Profile message, a Facebook DM, email or a marketplace app.

2. 2

   Action 1

   The lead is captured into one CRM, with its source recorded so you always know whether it came from Google, the site or social.

3. 3

   Action 2

   Matching enquiries from the same person across channels are merged into a single record, so a website form plus a Facebook DM about the same job don't become two chases.

4. 4

   Action 3

   Each lead is auto-tagged by job type and urgency, then assigned to the right person — emergencies to the owner, quotes to whoever runs the quote queue.

5. 5

   Outcome

   You work one tidy inbox instead of five, and the leads you've already paid for stop falling through the cracks.

• r/Tech4LocalBusiness

  Request for tools converting Google My Business messages to CRM entries with SMS notifications.