πŸ” Why DaveCRM

A CRM that creates revenue β€” not admin.

Email, SMS, Workflows, AI Agents, Local SEO & Prospecting β€” built for Australian home-service teams (HVAC, roofing, solar, plumbing, security). Start free and scale when ready.

❌

What’s wrong with most CRMs?

Too many tools, too much admin, and still not enough sales velocity.

πŸ”„Too many tools

You duct-tape Mailchimp + Calendly + funnel builders + dialers and still miss leads.

πŸ“‰Lost opportunities

Leads slip, follow-ups lag, weekend calls go unanswered.

⏱️Wasted time

Your team babysits software instead of booking jobs and closing sales.

βœ…

Why growing teams choose DaveCRM

πŸ’‘

Built for revenue, not record-keeping

Everything in DaveCRM is engineered to capture, qualify, schedule, and close.

  • High-converting forms, funnels & landing pages
  • Instant SMS + email follow-ups & reminders
  • AI Agents for 24/7 lead qualification & booking
  • Revenue dashboards & attribution
DaveCRM revenue dashboard
Automation & AI workflows
πŸ€–

Automation + AI that works while you sleep

  • Missed-call text-back & smart routing
  • AI chat & voice to qualify and book
  • One-click reactivation campaigns
  • Appointment sequencing to cut no-shows
πŸ“²

All-in-one: replace the tool sprawl

DaveCRM replaces stacks like ClickFunnels + Mailchimp + Calendly + Podium + Pipedrive β€” with one login.

πŸ”—
Funnels
βœ‰οΈ
Email
πŸ“±
SMS
πŸ“…
Calendars
⭐
Reviews
πŸ“
Local SEO
Unified interface replacing multiple tools
πŸ’³Start free β€” upgrade when you’re ready

Plan subscriptions are billed in AUD. Usage (calls/SMS/email/AI) & monthly credits are in USD.

DaveCRM Free Plan

Free

A$0/mo β€’ Credits: $0 USD

Start Free
Most Popular
DaveCRM Team Plan

Team

A$197/mo β€’ Credits: $30 USD

Choose Team
DaveCRM Local Unlimited Plan

Local Unlimited

A$497/mo β€’ Credits: $75 USD

Choose Local Unlimited
DaveCRM Unlimited Boost Plus Plan

Unlimited Boost+

A$997/mo β€’ Credits: $150 USD β€’ AI Employee

Choose Boost+
Unlimited Boost+ β€” Solar & Battery Edition
Pre-built AU pipelines, instant quotes (with/without AI), inspections & automations.

Real results, real teams

β€œWe went from missed calls to a fully automated pipeline β€” 143 leads booked in 60 days.”

β˜…β˜…β˜…β˜…β˜…

β€œAI follow-ups paid for the platform in week one.”

R
Owner β€” Home Services
β˜…β˜…β˜…β˜…β˜…

β€œOne login. Email, SMS, funnels, calendars β€” finally aligned.”

E
Marketing Director β€” Solar

Ready to turn more leads into sales?

Spin up forms, funnels, workflows & AI in minutes. Start free β€” upgrade when you’re scaling.

βš–οΈQuick plan snapshot
Free
Starter CRM β€’ Email/SMS/Forms β€’ 2 users / 5k contacts β€’ Credits $0 USD
Start Free
Most Popular
Team
Grow faster β€’ 10 users / 25k contacts β€’ Credits $30 USD β€’ Advanced workflows
Choose Team
Local Unlimited
Unlimited users & contacts β€’ Credits $75 USD β€’ SEO/Local SEO tools
Choose Local Unlimited
Unlimited Boost+
Unlimited AI (words/images/chat/voice/reviews/funnel) β€’ Credits $150 USD β€’ AI Employee
Choose Boost+
Subscriptions billed in AUD. Usage & credits in USD.
❓Frequently Asked Questions
Why are subscriptions in AUD but usage & credits in USD?
We bill the plan fee in AUD for local simplicity. Usage (calls/SMS/email/AI) is charged by global providers that bill in USD. Your monthly USD credits auto-apply first.
What features are truly β€œunlimited” on Boost+?
Boost+ includes unlimited words/images, ChatGPT workflows, Conversation AI, Voice AI, Reviews AI and Funnel AI. Telephony minutes, WhatsApp and Address Auto Complete are still billed per-use in USD.
Do you support social posts and scheduling?
Yes. Plan, schedule and publish social posts from one place, alongside email, SMS and your two-way team inbox.
How do round-robin calendars work for larger teams?
Create pooled calendars that evenly distribute bookings across reps/technicians. Set per-user availability, buffer times and routing rules to avoid clashes.
What counts as β€œusage” and how do credits work?
Usage includes call minutes, SMS segments, emails, premium workflow executions and AI processing. Each month, your plan’s USD credits (Team $30 β€’ Local Unlimited $75 β€’ Boost+ $150) are applied first; overage is billed at listed rates.
Can I cancel or switch plans anytime?
Yes. Month-to-month with no lock-in. Upgrade, downgrade or cancel from your billing portal.
Do you help with setup and migration?
We provide guided onboarding and optional done-for-you services (pipelines, forms, automations, data import, integrations).
Is there a Solar & Battery edition?
Yes β€” a Boost+ edition for the Australian Solar & Battery industry with prebuilt pipelines, instant quotes (with/without AI) and field workflows. Start the 7-day trial.
🧩All-in-one vs. stitching multiple tools

DaveCRM centralises marketing, sales and service so you stop paying for overlapping subscriptions.

Capability DaveCRM (All-in-one) Typical tool stack
Email marketing & templates Built-in Mailchimp-style add-on
SMS & 2-way team inbox Built-in Separate SMS vendor
Social posts & scheduling Built-in Social scheduler tool
Funnels, landing pages & forms Built-in Click-funnel builder
Calendars & online bookings Built-in Calendly-type app
Round-robin & pooled calendars Built-in (per-user availability, routing) Advanced tier or custom setup
Reviews & Local SEO Built-in (selected plans) Reputation tool + SEO add-on
AI agents (chat/voice) & automations Native workflows & AI Patchwork via zaps
Sales pipelines & attribution Built-in Separate CRM + connectors
Cost, complexity & support One login β€’ One support team Multiple bills β€’ Integration drift
Bottom line: DaveCRM replaces website funnels, email marketing, SMS, social posting, calendars/round-robin, reviews/Local SEO, AI agents and pipelines β€” so you can run campaigns and convert jobs without duct-taping tools together.