USA ELECTRICIAN CRM

THE COMPLETE CRM & AUTOMATION PLATFORM FOR ELECTRICIANS

Capture more leads, follow up every estimate, automate customer communication, book more appointments, and grow your electrical business with one powerful platform.

Built specifically for electrical contractors and includes electrician-ready workflows, SOPs, templates, and video walkthroughs.

  • AI Receptionist

  • CRM

  • Missed Call Text Back

  • Estimate Follow-up

  • Online Booking

  • Review Automation

  • Mobile App

  • SOP Library Included

  • Video Training Included

POWERING MODERN CONTRACTORS

AI POWERED

CRM

AUTOMATIONS

MARKETING

ONLINE BOOKING

REVIEWS

MOBILE APP

TRAINING INCLUDED

RUNNING AN ELECTRICAL BUSINESS IS HARD ENOUGH

Portrait of a male and female electrician standing cross-armed at a work site.

Between phone calls, scheduling, estimates, customer enquiries, technicians, paperwork, and follow-up, it's easy for opportunities to slip through the cracks.

Many electrical contractors lose business simply because:

  • Calls are missed

  • Estimates aren't followed up

  • Customers forget appointments

  • Reviews aren't requested

  • Previous customers are never contacted again

  • Staff use multiple disconnected systems

Our platform helps bring everything together in one place.

Portrait of a male and female electrician standing cross-armed at a work site.

THE 3-STEP GROWTH FRAMEWORK

01

CAPTURE EVERY LEAD

Collect enquiries from:

  • Website
  • Phone Calls
  • Facebook
  • Google
  • SMS
  • Website Chat
  • Online Forms
  • Landing Pages

02

AUTOMATE CUSTOMER COMMUNICATION

Automatically:

  • Reply to enquiries
  • Book appointments
  • Send reminders
  • Follow up estimates
  • Request reviews
  • Reactivate previous customers

03

GROW YOUR ELECTRICAL BUSINESS

Spend less time chasing customers and more time completing profitable work.

Improve:

  • Response times
  • Customer communication
  • Team organisation
  • Lead management
  • Customer experience

THE ULTIMATE ELECTRICIAN TOOLKIT

AI RECEPTIONIST

Respond to customer enquiries 24/7.

Collect lead information, answer common questions, book appointments and notify your team when human assistance is required.

CRM

Manage every customer from one dashboard.

Store customer history, conversations, appointments, estimates, notes and follow-up activity.

ESTIMATE FOLLOW-UP

Automatically follow up every estimate by SMS and email until the customer responds or the workflow ends.

MISSED CALL TEXT BACK

Never leave a customer wondering.

Automatically respond when your business misses a phone call.

ONLINE BOOKING

Allow customers to book:

  • Estimates

  • Service Calls

  • Inspections

  • EV Charger Consultations

  • Commercial Appointments

REVIEW AUTOMATION

Request honest Google reviews automatically after completed work.

Build your online reputation while reducing manual administration.

CUSTOMER REACTIVATION

Reconnect with previous customers using maintenance reminders, seasonal campaigns and service follow-ups.

REPORTING DASHBOARD

Track:

  • Leads

  • Appointments

  • Estimates

  • Pipeline Value

  • Lead Sources

  • Reviews

  • Team Performance

  • Marketing Results

PRE-BUILT WORKFLOWS FOR CONTRACTORS

New Lead Workflow
Missed Call Text Back
Emergency Enquiry Workflow
Lead Qualification
Estimate Booking
Appointment Reminders
Estimate Follow-up
Estimate Approval
Deposit Collection
Job Scheduling
Technician Dispatch
Job Completion
Invoice Reminders
Review Requests
Referral Campaigns
Customer Reactivation
Annual Maintenance
EV Charger Workflow
Panel Upgrade Workflow
Commercial Enquiries
After Hours Responses
No Response Follow-up
Cancellation Recovery
No Show Recovery
Lead Source Tracking

BUILT FOR YOUR TEAM

SOP LIBRARY

Standard Operating Procedures Included

Your team receives step-by-step documentation covering:

  • CRM, Contacts, and Pipelines

  • Appointments and Calendars

  • Workflows and Automation

  • Reviews and Reputation Management

  • AI Setup and Reporting

  • Monthly Maintenance and Troubleshooting

Designed to help your office team learn the platform quickly and consistently.

VIDEO TRAINING LIBRARY

Learn at Your Own Pace

Included video walkthroughs:

  • Getting Started & CRM Overview

  • Managing Leads & Pipelines

  • Calendars & Estimate Follow-up

  • Workflows & AI Setup

  • Review Requests & Reporting

  • Monthly Maintenance

Perfect for onboarding new staff without repeating the same training.

WHO THIS PLATFORM IS BUILT FOR

Designed to scale with your electrical business, our platform provides the tools needed for solo operators and multi-crew companies alike to streamline operations, capture more leads, and dominate their local market.

  • Residential Electricians

  • Commercial Electricians

  • Emergency Electricians

  • Solar Installers

  • EV Charger Installers

  • Lighting Contractors

  • Industrial Electricians

  • Maintenance Contractors

  • Growing Electrical Businesses

  • Multi-Crew Service Companies

NEED HELP SETTING EVERYTHING UP?

The platform includes SOPs, templates and video walkthroughs so many businesses can complete setup themselves. For businesses wanting extra assistance, optional implementation services are available.

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Possible services include:

  • CRM Setup

  • Pipeline Configuration

  • Workflow Installation

  • Calendar Setup

  • AI Configuration

  • Branding

  • Customer Import

  • Testing

  • Team Training

FREE RESOURCES

Download practical tools including

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Electrician CRM Checklist

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Estimate Follow-up Templates

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Lead Qualification Form

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Pipeline Template

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Automation Checklist

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

Monthly Maintenance Checklist

Electrician wearing work clothes and a hard hat standing in a field with electrical poles in warm daylight, shallow depth of field

AI Setup Checklist

LATEST GUIDES

Explore our latest resources, guides, and strategies designed to help electrical contractors automate operations, win more jobs, and scale efficiently.

Best CRM for Electricians

BEST CRM FOR ELECTRICIANS

Compare features and trade-specific tools to choose a CRM that streamlines estimates, scheduling, and customer follow-up.

READ ARTICLE

AI for Contractors

AI FOR ELECTRICAL CONTRACTORS

Learn how AI can handle customer enquiries, schedule jobs, and reduce admin so your team focuses on field work.

READ ARTICLE

Getting More Leads

How to Get More Electrical Leads

Proven strategies for local SEO, paid ads, and referral systems to attract high-quality leads for electrical services.

READ ARTICLE

Best CRM for Electricians

Estimate Follow-up Guide

Simple templates and timing tips to increase estimate acceptance and keep prospects engaged after a quote is sent.

READ ARTICLE

AI for Contractors

Google Reviews for Electricians

Best practices for requesting reviews and responding to feedback to build trust and improve local search visibility.

READ ARTICLE

Getting More Leads

Electrical Business Automation

Automate repetitive tasks like reminders, assignments, and invoicing to boost efficiency and reduce errors.

READ ARTICLE

Best CRM for Electricians

CRM vs Job Management Software

Understand the differences and when to use a CRM for customer relationships versus job software for field operations.

READ ARTICLE

AI for Contractors

Best AI Tools for Electricians

A concise list of AI tools that can improve communication, quoting, and scheduling for electrical businesses.

READ ARTICLE

CLARITY

FREQUENTLY ASKED QUESTIONS

We know that adding new software to your electrical business can feel overwhelming. That’s why we’ve made our platform as intuitive and supported as possible. Here are the answers to the most common technical questions contractors ask before getting started.

What is a CRM for electricians?

A CRM helps electricians manage leads, customers, quotes, jobs, and follow-ups in one place.

Can AI answer customer enquiries?

Yes. AI can respond to common enquiries 24/7, qualify leads, and book appointments automatically.

Can estimates be followed up automatically?

Yes. Automated reminders can be sent by SMS or email until the customer responds.

Does this replace job management software?

Not necessarily. It can integrate with your existing job management software or complement it.

Is training included?

Yes. We provide training to help you and your team get started with confidence.

Are SOPs included?

Yes. Standard Operating Procedures (SOPs) are included to help streamline your business processes.

Can I use my existing phone number?

Yes. In most cases, you can keep your existing business phone number.

Is implementation available?

Yes. We offer implementation services to ensure everything is set up correctly.

How long does setup take?

Most setups are completed within 1–2 weeks, depending on your requirements.

Can my team access the platform?

Yes. Multiple team members can securely access the platform with their own user accounts.

READY TO STREAMLINE YOUR BUSINESS?

Capture more leads, automate customer communication, improve follow-up, organise your team and grow your electrical business from one connected platform.

Start today with a free trial and discover how automation, AI and proven workflows can help your business operate more efficiently.

SOLUTIONS

CRM
AI Receptionist
Automations
Workflows
Online Booking
Reviews

RESOURCES

Blog
SOP Library
Video Training
Downloads
FAQs

COMPANY

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