Will it handle calls while we are on site?

Yes. Sophiie can answer calls, capture enquiry details, and provide summaries so you can respond later without losing the lead.

Can I keep quote and meeting notes in the CRM?

Yes. Sophiie supports detailed notes and reminders, and you can keep the client conversation history together for future reference.

Does Sophiie connect with other business tools?

Sophiie supports integrations across common tools such as calendars, Xero, ServiceM8, Simpro, Gmail, Outlook, and Zapier depending on your setup.

Builders

Builder CRM for leads, clients, and project conversations

CRM for builders managing clients, trades, and long quote cycles.

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Speak to Sophiie

A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Lead records with decision context

Keep budget range, project type, suburb, preferred timeline, and decision-makers attached to each building enquiry.

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Follow-ups for long sales cycles

Schedule reminders for design meetings, quote revisions, approvals, and check-ins that happen weeks after the first call.

Australian tradesperson sitting in a ute taking a phone call

Central notes for your team

Record what was discussed so admin, estimator, and site staff see the same client history before contacting the customer.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Calls, texts, and emails together

Use Sophiie to contact clients from one dashboard and keep the communication trail in the CRM.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

Job history after handover

Store completed work, warranty conversations, and repeat enquiries so the relationship continues after the build is done.

Australian tradesperson taking a phone call while crouched beside a glass door on site

How it works

Set up Sophiie once, then let the work flow

Load your building services
Train Sophiie on the project types you accept, service areas, call handling rules, and the details you need from new enquiries.
Capture enquiries across channels
Sophiie answers calls and helps organise texts or emails so client details are not left in separate inboxes.
Track each pre-construction stage
Add notes for site visits, drawings, selections, quote revisions, approvals, and next actions as the project develops.
Keep the relationship visible
Use reminders and customer history to follow up at the right moment, from quote review to post-handover support.

Why builders need more than a generic CRM

Building work rarely turns into a job from one call. Clients ask about timelines, design changes, allowances, finance, permits, and site meetings before they commit. A renovation lead may start with a phone call, become a site visit, then sit for weeks while drawings, selections, and approvals move around.

How Sophiie keeps the customer record useful

Sophiie keeps every conversation, note, reminder, and job stage attached to the same client record so the next follow-up is specific. Your team can track homeowners, architects, project managers, and site contacts on one account, log call summaries, emails, text threads, and notes from design or scope conversations, and set reminders for quote revisions, permit updates, contract calls, and handover follow-ups.

Where Sophiie fits into builders admin

For builders, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that builder workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.

Services & features