A CRM for builders and trades that chases quotes while you're on the tools.
When jobs are worth thousands, losing a few quotes a month to slow follow-up is expensive. A simple CRM tracks every enquiry, survey and quote, and follows up automatically so you don't have to remember while you're on site.
We keep it simple, set it up on your phone, and connect it to your website, WhatsApp and calendar.
Quotes go out and nobody chases them
Most trade businesses send quotes and wait. Customers are comparing two or three firms, and the one who checks in politely a few days later often wins the job.
Enquiries also arrive by phone, text, WhatsApp, email and social, while you're working. Without one place to track them, some are inevitably forgotten.
What a CRM for builders and trades should do
Quote pipeline
Every enquiry from first contact to survey, quote, accepted and paid, on your phone.
Survey booking
Customers book site visits straight into your calendar from your website.
Automatic quote follow-up
Friendly check-ins by text, email or WhatsApp a few days after each quote.
Deposits and payments
Deposit requests and payment links tracked against each job.
Reviews after every job
Automatic review requests to keep your Google profile growing.
Simple to use
Built for people who are on site all day, not at a desk.
What are slow replies costing you?
Most firms don't lose clients to better competitors. They lose them to faster ones. Put in your own numbers to see what slips away each year, and what you'd win back.
An estimate from the numbers you enter, not a promise. Grow first-year cost used: build from £5,950 plus £495 a month, ex VAT.
Common questions
Still unsure? Ask us anything.
Is a CRM overkill for a small trade business?
Not if it's kept simple. Even a two-person firm benefits from never losing a quote and following up automatically.
Can I use it on my phone?
Yes. We set it up so you can see enquiries, quotes and tasks on your phone between jobs.
How much does it cost?
CRM setup is part of our Grow plan, from £5,950 plus £495 a month including a bespoke website. CRM-only projects are quoted after a short call. See pricing.
See your pipeline in one place.
Tell us how enquiries reach you today and we'll show you what we'd set up.
- A reply within one working day
- A fixed quote before any work starts
- No pressure, no sales script