Can it remind me to follow up on a quote?

Yes. Sophiie includes reminders for follow-ups, appointments, deadlines, and quote-related tasks.

Does Sophiie create painting estimates?

Sophiie supports quoting workflows when trained on your services and pricing, but your team controls the final quote.

Can Sophiie answer calls while crews are painting?

Yes. Sophiie can answer calls 24/7, capture enquiry details, and save a summary for your team.

Painters

Painter CRM for colour choices, quotes, and follow-up

CRM for painters managing decisions before the first drop sheet.

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Painter applying a fresh coat of paint to an interior wall on site

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

Colour and room notes

Store room lists, surface condition, prep requirements, colours, finishes, and access notes in the customer profile.

Australian painter in overalls checking a phone beside a step ladder inside a house

Quote revision tracking

Keep calls, texts, emails, and notes together when customers add areas or change finishes.

Australian painter in overalls taking a phone call while moving a ladder in a hallway

Follow-up reminders

Prompt your team around colour decisions, approvals, deposits, start dates, and post-job check-ins.

Australian painter on a ladder holding a phone while painting a wall

Repeat customer history

Review previous rooms, colours, and job notes before quoting touch-ups or future painting work.

Australian tradesperson on a phone call while crouched at the entry of a house

Contact from Sophiie

Call, text, or email customers from the dashboard while keeping the conversation centralised.

Australian tradesperson standing in a doorway reading a message on a phone

How it works

Set up Sophiie once, then let the work flow

Train Sophiie on your painting services
Add interior, exterior, commercial, repair, prep, and repaint details your team needs from enquiries.
Capture job context from the start
Sophiie records customer details, property, rooms, surfaces, timing, and notes from calls or messages.
Keep colour and quote notes together
Add paint selections, prep requirements, quote status, and follow-up reminders to the timeline.
Use history for future work
When the customer returns for another room or touch-up, your team can review previous notes before responding.

Why painters need more than a generic CRM

Painting enquiries change as customers choose colours, add rooms, discover prep issues, or compare exterior and interior scopes. A client may ask for a bedroom quote, then add ceilings, trim, patching, and a feature wall before approving the job.

How Sophiie keeps the customer record useful

Sophiie keeps those changes, notes, quote reminders, and communication history on one customer record. Your team can record rooms, surfaces, prep notes, colour decisions, access, and timing, track quote revisions, approvals, and reminders when customers are choosing colours, and keep past paint jobs visible for touch-ups, maintenance, and future rooms.

Where Sophiie fits into painters admin

For painters, 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 painter 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