Can I see past and upcoming flooring jobs for a customer?

Yes. The CRM displays past and upcoming jobs, making it easier to review service history and upcoming bookings.

Can Sophiie remind us to follow up samples or quotes?

Yes. Sophiie supports reminders for follow-ups, appointments, quote approvals, and deadlines.

Can customers be contacted directly from the CRM?

Yes. You can call, email, or text customers from Sophiie and keep communication in one place.

Flooring Specialists

Flooring CRM for product choices, measure-ups, and follow-up

CRM for flooring teams that need every sample and note in context.

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Flooring specialist laying plank flooring 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

Product and room notes

Store flooring type, colour, rooms, measurements, subfloor notes, access, and customer preferences.

Australian tradesperson crouching by a glass door using a phone on speaker

Communication timeline

Keep calls, emails, texts, notes, quote conversations, and reminders on one customer record.

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

Measure-up and install history

Review past and upcoming jobs, completion notes, and customer preferences before follow-up.

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

Follow-up reminders

Set prompts for sample decisions, quote approvals, install preparation, warranty questions, and future rooms.

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

Contact from the dashboard

Call, text, or email customers from Sophiie instead of switching between apps.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

How it works

Set up Sophiie once, then let the work flow

Add flooring customer details
Train Sophiie on products, services, common questions, follow-up rules, and service areas.
Capture every enquiry
Sophiie records customer details, room context, product interest, timing, and next actions.
Build the customer timeline
Add measure-up notes, samples, quote status, install details, reminders, and communication.
Follow up with the full history
Use the CRM to answer questions, rebook future work, and support customers after installation.

Flooring relationships are detail-heavy

Customers compare products, rooms, budgets, prep work, installation timing, and warranty expectations. If those details live in notebooks or personal phones, the next conversation starts cold.

What the CRM keeps together

Sophiie centralises names, numbers, notes, communication, job history, reminders, past jobs, and upcoming appointments. Your team can contact customers directly from the dashboard and keep calls, texts, emails, and job notes aligned.

How it supports sales and service

Use Sophiie to follow up after samples, measure-ups, quote revisions, installation prep, warranty questions, and future rooms. The customer timeline carries the context forward.

Services & features