Straight answers
What Grafty does, how it’s set up and what happens when you say yes.
Graftynow
Rung Priya yet? Their enquiry is 30 minutes old and the card hasn’t moved.
Grafty30 min ago
New enquiry: Priya Shah, Flat roof replacement, SG2.
Whether it fits
Who is Grafty for?
Grafty is a CRM for UK trade and local service businesses that take enquiries through a website and quote for work. Roofers and heating engineers are the two trades it’s set up for first.
Can I keep the job software I already use?
Yes. Grafty looks after the enquiry, the quote chase and the review request. Your job software carries on as before.
Can I see it before I decide?
Yes. Book a demo and you’ll send a test enquiry yourself, then watch the card land on the board.
What it does
How does Grafty contact my customers?
By email, in your business’s name, between 8am and 8pm. Their replies come straight to you.
How do I hear what it’s done?
You get a message each time something happens. One arrives when an enquiry lands, one when a quote is due a call and one before a review request goes.
What happens to a quote nobody answers?
Your customer gets an email on day 3 and a last one on day 14. On day 7 you’re told to ring them. The quote is closed on day 21 and you can reopen the card if they come back.
Who gets asked for a review?
Every customer whose job you mark done, in the same words. Asking everyone the same way keeps you inside Google’s review policy.
What if the job needs another visit?
Drag the card back to Job booked and the request holds off. You’ve got about two hours to do it.
Can a customer opt out of review emails?
Yes. Tag them once as no emails and Grafty leaves them out of review requests.
Does it work on my phone?
Yes. There’s a phone app for iPhone and Android and the board works in a browser too. We’ll show you both on the demo.
Is Grafty your own software?
Grafty is our name for a CRM platform we license, brand and set up for trade businesses. The boards, the wording and the automations shown on this site are our own build on top of it.
- Day 3 Email to the customer Saturday 16:10
- Day 7 Nudge for you to ring
- Day 14 Last email
- Day 21 Quote closed
Stops when Priya replies or you move the card.
GraftyDay 7
Any word from Priya on the Flat roof replacement quote? Worth a ring.
GraftyDay 21
I’ve closed Priya’s quote after three weeks of silence. Reopen the card if they come back.
Getting set up
Do I have to build anything?
We build it for you. Your account starts from a template we’ve already made for trade businesses. We change the stages and the wording to suit you, then go through it with you before it’s switched on.
What do you need from me?
A website form we can connect, the email address your replies should come from and your Google review link. You read every customer email before it goes live.
What does getting started involve?
A twenty minute demo, then we build your account and agree the wording with you. A half hour walkthrough follows and then it’s switched on.
Hi First name, thanks for getting in touch. We’ve got your details and Dan will come back to you.
If it’s urgent, reply to this email and it comes straight to us.
Dan at ABC Roofing
- New enquiry
- Survey booked
- Quote sent
- Job booked
- Job done
- Reviewed
Money and terms
How much is it?
Grafty is a monthly subscription per business. We’ll give you the price on the demo and in writing afterwards.
Is there a contract?
We’ll send you the terms in writing so you can read them before you sign up to anything.
Who owns my customer list?
You do. The customer records in your account are yours.
Send it a test enquiry
On the demo you send an enquiry to ABC Roofing, our demo business, from your own phone. You’ll watch the reply arrive, the card land on the board and the follow-up start. It takes about twenty minutes.
Book a demoGet a price