For your trade
CRM for Trades — Plumbers, Electricians, Builders
Inquiry, survey, quote, scheduled, done. Your work as a board, with the chasing handled for you.
Set up for your trade, not for a sales team
Pick trades and home services when you sign up and your pipeline stages, custom fields, follow-up and inquiry form are written for you. Change any of it — it is a starting point, not a template.
- Stages that match how a job actually moves
- Site address, access notes and job type as real fields
- A speed-to-lead sequence already written
- An inquiry form to embed on your site
Moving a card is what starts the chase
Move a deal to Quoted and the follow-up begins. Move it to Won and it stops. That single join is the thing that makes a CRM worth keeping up to date, because it does something for you when you do.
Questions
Do I have to set all this up myself?
No. Choose your trade during setup and the pipeline, fields, follow-up and inquiry form are created for you as drafts. Read them, put them in your own words, and switch them on.
Will it work on a phone?
Yes. The daily screen is built for exactly that — checked between jobs, on a phone, to see whether anything needs you.