CRM systems for plumbers, electricians, builders and trades
I build custom CRM systems for trades businesses so you can manage enquiries, quotes, customers, booked jobs, staff schedules, invoices and follow-ups from one simple dashboard.
Track new enquiries
Capture leads, customer details, job requirements and follow-up tasks before opportunities get missed.
Manage quotes clearly
Track quote status, customer responses, accepted work and jobs that need chasing.
Organise daily work
Schedule jobs, assign staff, add notes and see what is booked, completed or waiting.
Your CRM should help you win more jobs, reduce missed follow-ups and give you a clear view of your work pipeline.
Built for trade businesses
Use it in the office or on site
A trades CRM can be built for office staff, business owners and on-site teams, with mobile-friendly access for job updates and schedules.
What your trades CRM can include
Sales and customer tools
Job management tools
Built around your quote-to-job process
A custom CRM can match how your trade business actually works — from first enquiry to quote, booked job, completion, invoice and customer follow-up.
How I build it
Trades CRM questions
Can it manage quotes?
Yes. You can track quotes, statuses, customer responses and follow-up reminders.
Can staff update jobs?
Yes. Staff can be given access to update job notes, statuses and assigned work.
Can it track invoices?
Yes. Invoice and payment tracking can be included depending on your workflow.
Can it work for small trade businesses?
Yes. A custom CRM can be kept simple and focused for small teams or sole traders.
Need a CRM for your trade business?
Tell me how you currently manage leads, quotes and jobs. I’ll suggest a CRM structure and quote range.