Visual pipeline
Every lead, quote and job on one drag-and-drop board so nothing stalls in someone's inbox.
Locaris Smart CRM
Every Lead, Message and Invoice in One Place
Smart CRM replaces the spreadsheets, sticky notes and missed voicemails. Capture every enquiry, follow up automatically, book the job and get paid — all from one dashboard built for local businesses.
Pipeline
This monthNew Lead
12
Contacted
9
Quoted
6
Won
4
Dana R.
Missed call → text sent automatically
Marcus T.
Quote viewed · follow-up scheduled
Priya S.
Invoice paid · review request queued
What's inside
Built for the Way Local Businesses Actually Work
Eight core tools that turn scattered enquiries into booked, paid and reviewed jobs.
Automated messaging
Text and email sequences that fire on real events — new lead, quote sent, job completed.
Lead nurturing
Long-term follow-up that keeps you in front of the people who were not ready to buy today.
Scheduling
Share a booking link, sync calendars, and cut no-shows with automatic reminders.
Invoicing
Send invoices, take card payments and chase overdue balances without the manual chasing.
Auto dialer
Work through call lists back-to-back with logged outcomes and instant follow-up messages.
Missed-call text-back
Every missed call gets an instant text so the caller never has to try your competitor.
Integrations
Connects to Google, Facebook, Instagram, your calendar, payments and your review engine.
Better together
Smart CRM + Reputation Manager
When a job is marked complete in the CRM, a review request goes out automatically — so growth and reputation compound together.