Pipely CRM – Automate & Grow Your Service Business
Running a service business in New Zealand means managing quotes, callbacks, appointments, and jobs, often across different apps and inboxes. It’s easy for messages to get lost and follow-ups to be missed.
That’s why Sales Magnet created Pipely CRM, a single system that brings everything together. Pipely helps you capture every lead, respond instantly, book appointments automatically, and manage your entire sales pipeline from one dashboard.
It’s built for how NZ service businesses actually operate, simple, fast, and effective.
What Pipely CRM Does
Pipely combines marketing, sales, and communication into one powerful platform that’s been customised by Sales Magnet for Kiwi service businesses.
1. Lead Capture
Create landing pages, quote forms, or booking widgets that automatically feed new enquiries into your CRM. No manual entry — every lead is tracked from the start.
2. Two-Way Communication
Send and receive texts, emails, and Facebook messages directly inside Pipely. Every message stays linked to the contact record, so you always know the full story.
3. Automation & Workflows
Set up automatic triggers for key actions — like sending a thank-you text when a lead arrives, scheduling a follow-up reminder, or assigning a job to your team.
Pipely keeps your leads warm and your workflow consistent without extra effort.
4. Calendar & Scheduling
Let customers book directly into your calendar, automate confirmations and reminders, and reduce no-shows with smart notifications.
5. Pipeline & Reporting
Visualise your sales process, monitor conversion rates, and identify where deals get stuck. Pipely’s dashboard gives you clarity on performance and revenue trends.
Why NZ Service Businesses Choose Pipely CRM
Everything in One Place – Centralise your marketing, messages, and pipeline so nothing slips through the cracks.
Instant Response = More Jobs Won – Automated text replies mean customers hear back within seconds, helping you win work faster.
Smart Follow-Ups – Pipely reminds your team to follow up on quotes and jobs, improving conversion rates.
Clear Pipeline Visibility – See every customer’s journey from enquiry to job completion.
NZ-Based Support – Sales Magnet configures Pipely for the New Zealand market and provides local onboarding and training.
How to Implement Pipely CRM
Step 1: Map Your Sales Process
List where leads come from, who follows up, and what stages each job goes through.
Step 2: Get Set Up with Sales Magnet
Our team will import your contacts, connect your forms and messaging channels, and configure automations that fit your business.
Step 3: Automate Your Communication
Set up messages for new enquiries, quote reminders, or review requests so customers never go cold.
Step 4: Track and Optimise
Monitor conversion rates and campaign results inside Pipely’s dashboard. Adjust your workflows as you grow.
Common Pitfalls & How to Avoid Them
Over-automating: Start with key workflows; expand later.
Team not using the system: Provide training and make Pipely the daily hub.
Poor data capture: Enforce simple, consistent data-entry rules.
Not measuring results: Review Pipely’s dashboard weekly to track ROI.
Local Benefits for NZ Businesses
Designed for NZ service industries: trades, property, maintenance, and professional services.
Compliant with the NZ Privacy Act 2020 for safe customer data handling.
Local support and time-zone alignment mean faster setup and clearer communication.
Templates and automations tuned to New Zealand customer expectations and messaging style.
Pipely isn’t just another CRM — it’s your always-on sales assistant.
Built and supported by Sales Magnet, it helps NZ service businesses save time, close more deals, and deliver a better customer experience.
If you’re ready to take the manual work out of your sales process, Pipely is the smarter way to grow.
Ready to see Pipely in action? Book a free live demo with Sales Magnet to discover how automation can transform your service business
