Build Concierge: Customer Engagement Software for Trades
Build Concierge helps trade and service businesses manage lead intake and job administration. It is designed for teams looking to reduce manual data entry between communication channels and CRM systems.
At a glance
- Category
- Operations
- Best for
- Electrical contractors, Heating and plumbing services, Pest control companies, Cleaning service providers, Drainage specialists
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Lead Capture and Response, Administrative Workflow Automation, Payment Collection, CRM Data Synchronization
- Integrations
- HubSpot, Xero, WhatsApp, BigChange, Quickbooks
- Official website
- buildconcierge.com
Build Concierge is a customer engagement platform designed for service-based trades, including electrical, heating, pest control, and cleaning businesses. The tool centralizes various communication channels into a single inbox and uses AI to help manage customer interactions and administrative tasks.
For business owners, the platform supports workflows from lead capture to payment. It is designed to help with job creation, appointment booking, and invoicing, which may reduce the manual admin work required by back-office teams.
Buyers should confirm how the tool fits into their current software stack, as it is designed to sync with existing CRMs and ERPs. The platform also provides performance dashboards to track response times and productivity metrics.
The company holds ISO 27001 and ISO 9001 certifications for its systems and data security.
Key Features
Unifies WhatsApp, SMS, phone calls, email, and webchat into a single interface for managing customer conversations.
Supports the automation of tasks such as extracting data from emails, creating jobs from client portals, and assigning SLAs.
Supports the creation of branded quotes, digital approvals, and the use of instant payment links.
Helps automate the creation, assignment, and status updating of service jobs.
Provides tracking of productivity, revenue, and response times in real time.
Supports the automatic sending of invoices, payment reminders, and feedback requests.
Use Cases
Responding to leads from websites, WhatsApp, or trade marketplaces like Checkatrade and Bark.
Converting work orders into schedulable jobs and extracting enquiry details from incoming documents.
Using branded quotes and instant payment links to manage the transition from a quote to a paid invoice.
Syncing customer interactions and job data to a CRM to help avoid double-keying information.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
It is a platform that brings customer communications from email, text, WhatsApp, and calls into one inbox and supports the automation of administrative tasks like job creation and invoicing.
It is designed for service businesses including electrical, drainage, heating, pest control, and cleaning services.
Yes, it supports integrations with HubSpot, Xero, WhatsApp, BigChange, Quickbooks, Checkatrade, and Gsuite.
The platform is ISO 27001 and ISO 9001 certified and uses encrypted systems to protect business data.
Source category: Operations
Source subcategory: Workflow Automation
