CRM for tradespeople
The CRM for tradespeople who never lose track of a quote
An enquiry comes in by phone, by email or through your website form. CRMlead files it, gives it a next action and reminds you on the right day: the site visit, the quote, the follow-up. Less time in the office, more time on site.
Every quote request gets a follow-up
In a notebook or a spreadsheet, a quote request gets lost as soon as the week fills up. In CRMlead, a lead is never left without a next action: call, go and see the job, send the quote, chase it. Every morning, “My actions today” tells you where to start.
A lead only needs a title, such as “Smith bathroom”. The name, phone number, address and amount can be added when you have them, even from site.
- Overdue actions at the top of the list, in red
- Reminders as notifications on your phone
- Activity feed: calls, emails, notes and visits in one place
Site visits booked without phone tag
Your booking page shows your free slots: the client picks a time for the visit, it goes into your agenda and the client gets a confirmation with the address. You can also offer three dates and let them choose, with no back-and-forth.
Closed days, a buffer between appointments and overlapping slots are all handled: nobody can book you for two visits at the same time.
Your pipeline, from first call to signed job
The pipeline shows where each job stands: to qualify, visit done, quote sent, signed. Drag a card from one column to the next and the amounts follow. At a glance, you know how many quotes are awaiting an answer and what they add up to.
The statistics show where your clients come from, how many quotes get signed and why the others are lost: useful when deciding where to spend your advertising budget.
- Kanban pipeline with stages you can rename
- Amount and chance of winning on every deal
- Lost reasons to understand rejected quotes
Built for your phone
CRMlead installs on your phone's home screen straight from the browser, no app store needed. Your actions for the day, the pipeline and the agenda sit under your thumb. Your Gmail, Microsoft 365 or IMAP mailbox connects in a few clicks: a client's emails show up on their record.
When a client needs to send you photos or plans, you can ask for their documents with a link: they upload them, and the files land in their record.
FAQ
Is CRMlead free for a sole trader?
Yes. The free plan handles up to 50 leads for one user, with every feature, no card and no time limit. Beyond that, the Pro plan costs €19 a month excl. VAT, with unlimited leads.
What if there are several of us in the business?
The Pro+ plan brings together up to 5 users for €39 a month excl. VAT. Everyone has their own actions for the day, and the team agenda shows who is busy when.
Can I bring over my Excel client list?
Yes. The import reads Excel and CSV files, shows a preview with duplicates flagged, and writes nothing until you give the go-ahead.
Does CRMlead do quotes and invoices?
No. CRMlead tracks the relationship up to the signature: enquiries, visits, follow-ups, pipeline. Your quotes and invoices stay in your invoicing software.
Your next quote deserves a follow-up.
Your account is ready in a minute, no card needed. The first lead only needs a title.