Frequently Asked Questions

Do I need to change my CRM?

No. TradeEsi can work with the systems you already use where practical. We’ll first look at your current setup and only recommend changing or adding something if there is a clear reason to do so.

Does TradeEsi replace my existing website?

Not necessarily. If your existing website is doing its job, we can work with it. If we identify problems that are costing you enquiries or making it harder for customers to contact you, we’ll show you what could be improved before recommending any changes.

Can you work with my existing leads?

Yes. TradeEsi can help organise and follow up existing leads as well as new enquiries. Depending on your current systems and the information available, we can also look at opportunities that may have gone quiet or been forgotten.

Does it work with Google reviews?

Yes. The Reputation Engine can help you consistently request Google reviews from customers, follow up review requests and monitor your reputation. The aim is to make asking for reviews part of your normal customer process rather than something you have to remember to do manually.

Can you automate SMS follow-up?

Yes. Where appropriate, TradeEsi can automate SMS and email follow-up for enquiries, customers and other agreed communications. The exact setup depends on your business, the systems being used and the type of communication being sent.

What happens when a lead replies?

When a lead responds, their reply can be captured in the system so you can see the conversation and take over when personal attention is needed. Automation is there to help with repetitive follow-up — not to replace you when a real conversation needs to happen.

Can I see every conversation?

Where supported by the connected communication channels, yes. TradeEsi can bring customer conversations and lead activity into one place, giving you a clearer view of what has been sent, what customers have replied to and what needs attention.

How much does it cost?

TradeEsi offers different solutions depending on what your business actually needs. We’ll identify the areas worth fixing first and clearly explain the recommended services and costs before you commit to anything.

Do you work with small businesses?

Yes. TradeEsi is designed primarily for trade and service businesses, including smaller owner-operated businesses. You don’t need a large team or complicated technology setup to get started.

What happens during the Growth Diagnosis?

We look at the key parts of your customer-growth process to identify where leads, time or opportunities may be getting lost. This can include your reputation, website, lead capture, follow-up and existing systems. We then explain what we found and which improvements are worth prioritising.

MORE REVIEWS. FEWER LOST LEADS. MORE TIME TO RUN YOUR BUSINESS.