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The CRM that chases for you

Grafty answers every website enquiry, chases every quote and asks every customer for a review. We build it around your trade business and set it up for you.

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Jobs ABC Roofing D

New enquiry 3

Customer gets a reply. You get a message.

Danny Ambler Flat roof replacement New at 10:33
James Hughes Roof repair
Aisha Rowe Guttering and fascias

Survey booked 1

You move it on.

Helen Okafor Chimney repointing

Quote sent 1

The chase starts.

Tom Bennett Guttering and fascias £1,850

Job booked 1

You move it on.

Mark Dawson Full re-roof £11,400

Job done 1

Review request in about 2 hours.

Sarah Patel Roof repair £640

Reviewed 1

Marked as won.

Claire Whitlock Roof repair £980
10:33
Jobs ABC Roofing
New enquiry3Survey booked1Quote sent1

Graftynow

New enquiry: Danny Ambler, Flat roof replacement, SG2.

Danny Ambler Flat roof replacement, SG2
Form sent 10:33:28 On your board 10:33:30 Reply emailed 10:33:32
James Hughes Roof repair
Aisha Rowe Guttering and fascias
JobsMessages
You get a message Sent 4 seconds after the form On your board 2 seconds after the form
  1. Enquiry sent from the website form
  2. Card on the Jobs board
  3. “Got your message” emailed to the customer

What Grafty does all week

Grafty looks after every enquiry, quote, customer and review you’ve got. Here’s what it’s doing while you’re on the tools.

Enquiries answered in seconds

The reply goes four seconds after the website form. You get a message at the same moment, then a nudge if half an hour goes by.

10:33
Inbox
D
Dan at ABC Roofing to Danny Ambler

Got your message

Hi Danny, 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

Sent in your business’s name Sent 4 seconds after the form His reply comes straight to you
11:03
Monday11:03

Graftynow

Rung Danny yet? Their enquiry is 30 minutes old and the card hasn’t moved.

Grafty30 min ago

New enquiry: Danny Ambler, Flat roof replacement, SG2.

You’re told as it lands A nudge after 30 minutes You’re told as it lands

Every customer on file

Each enquiry opens a customer record with the job type on it and a field for how they found you. If they get in touch again, the same card is updated.

Customers
Danny Ambler danny.ambler@example.com
Found you by
Google profileWebsiteReferral
Added Monday 10:33
Job type Flat roof replacement
Survey date Tuesday 09:00
Quote value £4,200
On the Jobs board
Flat roof replacement Quote sent
How they found you Job type on the record

Quotes chased for three weeks

Drag a card to Quote sent and the chase starts. Your customer gets an email on day 3 and another on day 14, sent between 8am and 8pm. On day 7 you’re told to ring them. The chase stops itself when they reply or you move the card.

Jobs
Danny Ambler Flat roof replacement, SG2
£4,200
StageQuote sentsince Wednesday 16:10
  1. Day 3 Email to the customer Saturday 16:10
  2. Day 7 Nudge for you to ring
  3. Day 14 Last email
  4. Day 21 Quote closed

Stops when Danny replies or you move the card.

GraftyDay 7

Any word from Danny on the Flat roof replacement quote? Worth a ring.

GraftyDay 21

I’ve closed Danny’s quote after three weeks of silence. Reopen the card if they come back.

A short email in your name You’re told when to ring

Every customer asked for a review

Mark a job done and Grafty tells you a review request is on its way. Drag the card back if you need another visit and it holds off. Otherwise your customer gets it about 2 hours later, with one reminder after 3 days. When they open your link, the card moves itself to Reviewed.

17:20
Inbox
D
Dan at ABC Roofing to Danny Ambler

A quick favour

Hi Danny, thanks for having us round. If you’ve got a minute, a Google review really helps a small firm like ours.

This link takes you straight there:

Leave ABC Roofing a review

Dan at ABC Roofing

Grafty15:20

Danny’s Flat roof replacement is marked done. The review request goes in about 2 hours (between 8am and 8pm).

Grafty19:05

Danny has just opened your review link.

Your Google review link You’re told before it sends You hear when he opens it

Repeat work comes round

A second board holds the jobs that come round every year, like annual boiler services. It has three stages, Due, Reminded and Rebooked, with each customer’s last job date kept on their record.

Repeat work

Due 2

Sarah Patel Gutter clear Last job October 2025
Mark Dawson Roof check Last job October 2025

Reminded 1

Aisha Rowe Gutter clear Last job September 2025

Rebooked 1

Tom Bennett Roof check Last job September 2025
Each customer’s last job date Booked in again
See every feature

One job, start to finish

An example job, Danny’s flat roof, followed through a roofer’s week.

Ten steps. Swipe sideways.

  1. 1 Danny

    Danny sends your form

    His garage roof is leaking and he wants a price. You’re up a ladder on another job.

    NameDanny Ambler
    JobFlat roof replacement, SG2
    MessageThe garage flat roof is pooling and the felt has split.
    Send

    On its way in

  2. 2 Grafty

    He’s answered and you’re told

    His email went four seconds after the form. You get a message and his job is now a card in New enquiry.

    D
    Dan at ABC Roofing to Danny Ambler

    Got your message

    Hi Danny, thanks for getting in touch. We’ve got your details and Dan will come back to you.

    Grafty10:33

    New enquiry: Danny Ambler, Flat roof replacement, SG2.

    New enquiry

  3. 3 Grafty

    It asks if you’ve rung

    Half an hour on his card is still in New enquiry, so you get one nudge.

    Monday 11:03

    Graftynow

    Rung Danny yet? Their enquiry is 30 minutes old and the card hasn’t moved.

    New enquiry

  4. 4 You

    You book the survey

    You ring him back, agree a time and drag his card along.

    New enquiry
    Survey booked
    Danny Ambler Flat roof replacement

    Survey booked

  5. 5 You

    You send the quote

    Send it your usual way. Drag the card to Quote sent and the chase starts.

    Survey booked
    Quote sent
    Danny Ambler Flat roof replacement £4,200

    Quote sent

  6. 6 Grafty

    Day 3, it checks in

    Three quiet days have passed, so a short email goes to Danny in your name.

    D
    Dan at ABC Roofing to Danny Ambler

    Your quote

    Hi Danny, just checking the quote reached you.

    If anything in it needs explaining or changing, reply here and we’ll sort it.

    Day 3 Email
    Day 7 You ring
    Day 14 Email
    Day 21 Closed

    Quote sent

  7. 7 Danny

    Danny replies, chase stops

    You book him in and drag the card to Job booked.

    D
    Danny Ambler to Dan at ABC Roofing

    All good, when can you start?

    Chase stopped at 18:25

    Quote sent
    Job booked
    Danny Ambler Flat roof replacement £4,200

    Job booked

  8. 8 You

    You finish the roof

    Drag the card to Job done. Grafty tells you a review request is about to go.

    Grafty15:20

    Danny’s Flat roof replacement is marked done. The review request goes in about 2 hours (between 8am and 8pm).

    Job booked
    Job done
    Danny Ambler Flat roof replacement £4,200

    Job done

  9. 9 Grafty

    It asks for the review

    Two hours after Job done, Danny gets the same email every customer gets. One reminder follows three days later.

    D
    Dan at ABC Roofing to Danny Ambler

    A quick favour

    Hi Danny, thanks for having us round. If you’ve got a minute, a Google review really helps a small firm like ours.

    This link takes you straight there:

    Leave ABC Roofing a review

    Job done

  10. 10 Grafty

    He opens your link

    The card moves itself to Reviewed and you’re told.

    Grafty19:05

    Danny has just opened your review link.

    Job done
    Reviewed
    Danny Ambler Flat roof replacement £4,200

    Reviewed

  • 4 drags of a card by you
  • 3 emails sent for you
  • 4 messages to keep you posted
Book a demo

Every job on one board

Six stages hold every job you’ve got, each with its value on the card. It’s the same board in the phone app and in your browser.

  1. New enquiry
  2. Survey booked
  3. Quote sent
  4. Job booked
  5. Job done
  6. Reviewed

Quote sent. The chase starts. Danny gets an email on day 3, you’re told to ring on day 7 and a last email goes on day 14.

Jobs ABC Roofing D

New enquiry 2

Customer gets a reply. You get a message.

James Hughes Roof repair
Aisha Rowe Guttering and fascias

Survey booked 1

You move it on.

Helen Okafor Chimney repointing

Quote sent 2

The chase starts.

Tom Bennett Guttering and fascias £1,850
Danny Ambler Flat roof replacement £4,200 Chase running

Job booked 1

You move it on.

Mark Dawson Full re-roof £11,400

Job done 1

Review request in about 2 hours.

Sarah Patel Roof repair £640

Reviewed 1

Marked as won.

Claire Whitlock Roof repair £980
Website enquiries land here The chase starts here Each job’s value on its card Cards move here by themselves

Set up for you

Grafty comes from KK Digital, a web design and local SEO agency for trade businesses. We build your account and switch it on with you.

  1. A twenty minute demo

    You send a test enquiry from your own phone and watch what happens to it.

  2. We build your account

    It starts from our template for trades. We change the stages to suit your work and write every email in your own voice, then you agree the wording.

  3. A half hour walkthrough

    We go through the whole thing with you, then switch it on.

How Grafty and KK Digital fit
Your wording
RuleEnquiry reply
SubjectGot your message

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

Onagreed with Dan
Your stages
  1. New enquiry
  2. Survey booked
  3. Quote sent
  4. Job booked
  5. Job done
  6. Reviewed
Written the way you’d say it Stages named to suit your trade

Before you ask

More answers on the FAQ page
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.

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.

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.

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.

How much is it?

Grafty is a monthly subscription per business. We’ll give you the price on the demo and in writing afterwards.

16:10
Jobs ABC Roofing
Survey booked1Quote sent2Job booked1
Danny Ambler Flat roof replacement, SG2 £4,200 Chase running
Tom Bennett Guttering and fascias £1,850
JobsMessages
The app on your phone Job value on every card Job value on every card

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 demo
10:33
abc-roofing.example
ABC Roofing

Get a price

NameYour name
JobFlat roof replacement
MessageThe garage flat roof is pooling and the felt has split.
Send enquiry
You press send