OPERATIONS · CLIENT JOURNEY All-in-one CRM, Marketing & Automation

Run Your Entire
Client Journey & Operations From One Place

GEVADE CRM combines an all-in-one inbox, scheduling, pipelines, payments, automations and reporting into a single platform — so you can manage leads, clients and alumni without juggling multiple tools.

One login for marketing, CRM, automations and operations · No contracts · Cancel anytime before billing.

GEVADE Dashboard · This Month
New Leads
248
Pipeline Value
$82,400
Conversion Rate
27%
Client Journey · Key Stages
New Leads 92
Booked Appointments 61
Active Clients 37
Alumni / Past Clients 143

One Inbox for Every Conversation

Stop chasing messages across apps. GEVADE CRM unifies SMS, email, Instagram DMs, Facebook DMs, Google chat messages and your website chat widget into a single thread for each contact.

  • • View every message from a client in one clean timeline.
  • • Reply from GEVADE and we send it via the right channel.
  • • Keep your team aligned with a shared, all-in-one inbox.

When your inbox becomes your operations hub, clients never slip through the cracks again.

Unified Inbox
SMS·Email·IG·FB·Google
Client (SMS)
Hey, can I reschedule my booking to Thursday?
You (GEVADE)
Absolutely! Here’s a link to choose a new time 👉
Client (Instagram DM)
Just booked, thanks so much!

AI, Power Dialer & Missed-Call Text-Back Built-In

Keep conversations flowing whether you prefer messaging, calling or automation. GEVADE CRM makes sure every contact feels supported, even when you’re busy with another client.

Conversational AI Bot

Use our AI bot to answer questions, solve problems and book appointments automatically — so your leads get instant help 24/7.

Built-in Power Dialer

Call through your contact lists with one click or drop pre-recorded voicemails at scale, directly from GEVADE.

Missed Call Text Back

If a client calls and you can’t answer, GEVADE automatically sends a text asking how you can help — so they always feel looked after.

AI Chatbot
“Can I book a consultation for next Tuesday?”
GEVADE AI: “Absolutely! Here are the times we have available on Tuesday…”
Power Dialer
Auto-call a list of leads and drop a voicemail for those who don’t pick up — all from your browser.
Missed Call Text-Back
Client calls while you’re in a meeting.
GEVADE: “Sorry we missed your call! How can we help today?” → They reply by text → You or your AI bot continues the conversation.

Smart Calendars for Every Appointment Type

Discovery calls, recurring sessions, classes or group bookings — GEVADE CRM gives you flexible calendar types that keep your schedule under control.

  • • Single event calendars for one-off calls or consults.
  • • Recurring calendars for weekly or monthly sessions.
  • • Class calendars for group sessions.
  • • Group calendars to manage multiple rooms or services at once.

GEVADE integrates with Google, Outlook and Apple calendars so you never double-book.

Booking Page · Example
Choose a time that works for you:

Follow Every Contact Through the Entire Client Journey

On the Opportunities screen, you can see exactly where every contact is — lead, active client or alumni — and automate what should happen at each stage.

  • • New lead → nurture sequence
  • • Booked appointment → reminders + preparation emails
  • • New client → onboarding workflow
  • • Active client → upsell & retention campaigns
  • • Alumni → reactivation & referral flows

Use workflows to automate payments, proposals, drip campaigns, review requests and more — so your business runs on autopilot.

Example Workflow · Lead → Client
Trigger
Lead fills out form
Action 1
Send welcome email + SMS
Action 2
Offer booking link
Action 3
Follow-up if not booked
Outcome
Lead books an appointment, receives reminders, and moves into your client pipeline automatically.

Know Exactly What’s Working — and What’s Not

GEVADE CRM gives you reports on lead sources, attribution, calls, appointments and revenue — so your decisions are powered by data, not guesswork.

Lead Source Reports

See exactly where your leads are coming from — ads, social, referrals, SEO — and how much each source is worth.

Attribution & Call Tracking

Connect calls and conversions back to specific campaigns and channels to understand true ROI.

Appointment & Revenue Reports

Track bookings, show-up rates, close rates and revenue trends over time — in one simple dashboard.

Run Your Marketing, CRM & Operations From One Engine

GEVADE CRM is more than a marketing tool — it’s the operational backbone for your entire client journey, from first contact to long-term alumni.

Real Operations Results

How Teams Scale Operations With GEVADE CRM

Real feedback from teams improving workflows, scheduling and operations every day.

Liam Carter
Operations Manager
★★★★★

We automated our workflow from job assignments to follow ups and reminders. What used to take hours now runs smoothly in the background and our team saves time every day.

Ethan Brooks
Field Service Owner
★★★★★

Scheduling and team coordination used to feel overwhelming. Now everything is organised in one place and we never miss a job again.

Oliver Hayes
Business Owner
★★★★★

We finally have full visibility across our operations. Knowing what is happening in real time gives us confidence to grow faster.

Frequently Asked Questions
About GEVADE Operations

Everything you need to know about managing operations, scheduling, automation and client workflows inside GEVADE CRM.

What is GEVADE CRM and who is it built for?

GEVADE CRM is an all in one operations platform designed for home service businesses, agencies and teams that need to manage jobs, scheduling and workflows in one system.

How does GEVADE CRM help manage daily operations?

It centralises your inbox, calendars, pipelines, payments and automations so your team can manage everything without switching between tools.

Can GEVADE automate workflows and follow ups?

Yes. GEVADE automates lead follow ups, reminders, onboarding, upsells and reactivation campaigns across the entire client journey.

Does GEVADE replace scheduling and calendar tools?

Yes. It includes smart scheduling for appointments, recurring bookings and team calendars with sync to Google, Outlook and Apple.

Can I manage my entire client journey inside GEVADE?

Yes. From first enquiry to long term retention, every step is tracked and automated inside one unified system.

Is GEVADE CRM easy for my team to use?

Yes. The interface is simple and visual so your team can quickly manage jobs, conversations and tasks without technical experience.

Can GEVADE handle high volume operations?

Yes. Whether you manage 10 or 10000 clients, pipelines, automations and reporting scale with your business.

How does GEVADE support my team during busy periods?

Automated responses, AI assistance and unified inbox ensure no enquiry is missed even when your team is fully booked.

Can I connect GEVADE with my existing tools?

Yes. Integrations through Zapier and native connections allow you to sync calendars, emails and other systems.

Is my data secure inside GEVADE CRM?

Yes. The platform uses secure infrastructure, encryption and role based access to protect your business data.

How quickly can I get started?

Most businesses can set up core workflows and booking systems within days using templates and guided onboarding.

Will GEVADE help me grow my business?

Yes. By automating operations, improving response times and increasing visibility, GEVADE helps you convert more leads and scale faster.

Run Your Entire Operations System From One Platform

GEVADE CRM is an operations CRM built for home service businesses that need full control over jobs, teams, scheduling and workflows in one place.

It connects your entire process from first enquiry to completed job, helping you stay organised, reduce manual work and manage operations without switching between multiple tools.

With automation, scheduling, job tracking and real time visibility, GEVADE CRM helps you run smoother operations and scale with confidence.