The CRM that runs while you’re doing the work.
For trade specialists, health clinics, creative studios, and professional practices. Frankie captures notes from the road, chases pending quotes, drafts email replies, and remembers every client nuance.
“You started your business to deliver great work, not to spend two hours every night typing up customer notes and chasing quotes.”
Four everyday superpowers.
Zero admin headaches.
No complex enterprise setup. Frankie works with your existing phone, email, and daily routine.
Voice Note from the Ute to Job Record
Leave a 25-second voice note as you pull away from a site check. Frankie transcribes your thoughts, updates the client’s job timeline, creates your calendar reminder, and stages a variation or quote email draft ready for your review.
- Hands-free field capture: Record from Apple Watch, iPhone, or hands-free CarPlay.
- Automated extraction: Pulls out client name, job site address, dimensional changes, variation amounts, and reminder dates.
- Draft ready to review: A polished confirmation email is staged in your inbox waiting for your approval tap.
Processed and logged to Jenny Calloway (14 Bellbird Ave Kitchen):
- Site note added: Deepened pantry carcass to 650mm for flush internal drawers.
- Finish approved: 2-pack Polyurethane (Dulux Natural White 30% gloss).
- Quote variation: +$1,400 fluted oak island backing.
- Reminder set: Send revised spec sheet & deposit invoice Friday at 9:00 AM.
“Hi Jenny, great seeing you on site today. As discussed, I’ve updated your kitchen drawings to 650mm pantry depth and included the $1,400 fluted oak island backing variation...”
The Quote Chase & Deposit Nudge
Most custom joiners and trade specialists lose tens of thousands every month simply because they’re busy on site or in the workshop and forget to follow up on open estimates. Frankie monitors your open quotes, detects when clients go quiet, and prepares respectful follow-ups.
- Respectful quote check-ins: Stages gentle 4-day and 7-day follow-ups in your natural tone.
- Deposit reminders: Drafts friendly booking deposit nudges so you can lock in production schedules.
- Strict human approval: Frankie never hits send without your explicit click.
Client Memory & Job Site Rules
Every client and job site has quirks. Frankie remembers gate access codes, pet warnings, delivery constraints, and client finish preferences so your install team never arrives unprepared.
- Job site & access notes: Gate access codes, parking constraints, and pet instructions stored safely on the project record.
- Material & finish nuance: Client timber choices, gloss levels, hardware brands (Blum/Hafele), and stone profiles.
- Full site ledger: Every past measure, variation, render, quote, and email in one chronological view.
12-Month Joinery Care & Past Client Nurture
Re-engage past renovation clients with zero spam. Filter clients by completion date to stage 12-month kitchen care check-ins, hinge tune-up offers, or invitations to quote their next room (laundry, robes, or home office).
- Smart segmenting: “Clients with custom kitchens completed 11–14 months ago”.
- Consent verified: Strictly respects Australian Spam Act guidelines, business identity, and STOP requests.
- High-touch personal feel: Every text reads like it was handwritten directly by Marcus from the workshop.
Who uses Frankie for Business?
Tailored for independent operators and service businesses where customer trust is everything.
Cabinet Makers & Custom Joiners
Capture site measures between jobs, chase five-figure quotes, track finishes and hardware specs, and keep site notes in your pocket.
Electricians, Plumbers & Builders
Voice notes from the truck, variation quotes, job site gate codes, supplier tracking, and customer history.
Architects, Studios & Consultancies
Proposal tracking, scope milestone check-ins, client nuance memory, onboarding checklists, and confidential client timeline management.
Need a specific feature for your business?
We custom build it.
Every trade workshop and commercial practice has unique ways of working — whether it’s custom estimating formulas, specialized supplier catalogs, CNC/cutting-list integrations, or proprietary client checklists. If your business needs tailored capabilities beyond standard CRM workflows, our engineering team can custom build specialized features and private tools for your instance at an additional cost.
Code your exact square-metre rates, timber board markup tiers, trade margins, and automated variation sheets.
Connect Frankie with your specialized CAD/CAM cutting tools, bespoke accounting software, or wholesaler ordering systems.
Custom agents built to monitor your project milestones, supplier delivery windows, or multi-stage client sign-offs.
Reclaim 10+ hours of admin every week.
Book a quick 15-minute walkthrough. We’ll show you Frankie configured for your specific industry and daily workflow.