The TradeCRM blog

Win more jobs. Chase less.

Plain-English guides to every part of TradeCRM, the app that catches your enquiries, replies for you and keeps following up until the customer answers.

  • 14-day free trial
  • No card needed to start
  • Works on your phone
LatestLeads4 min read

Catch every enquiry in one place, even the ones that land at 9pm

Website form, shareable link or added by hand: every enquiry goes into one list, so nothing gets lost in texts, emails and voicemails.

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AI4 min read

Let AI write the first reply, and press Approve when you're happy

A friendly, on-brand reply that asks the right questions is waiting on your phone. Read it over a brew, tap Approve & Send, back to work.

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Quotes5 min read

Send professional quotes by email and let customers accept online

Build a quote in a couple of minutes, email a link to a neat page, and see when it's opened and answered. No printing, no PDFs flying about.

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Automation4 min read

Automatic follow-ups: the polite nudge that wins back the quiet ones

Most jobs aren't lost to a competitor. They're lost because nobody followed up. TradeCRM chases for you and stops the second the customer replies.

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Quotes4 min read

Quotes that chase themselves (so you don't have to)

If a customer goes quiet after a quote, TradeCRM sends polite reminders on the days you choose, and stops the moment they answer.

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Maps & mileage5 min read

See every open job on a map and plan the day's route in one tap

Address suggestions stop typos, coloured pins show where each job is up to, and Best order works out the sensible sequence for your day.

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Maps & mileage4 min read

A mileage log that fills itself in as you plan your day

Save a trip and it goes into your own log with date, purpose, route, distance and time, with monthly totals and a spreadsheet download.

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Partners4 min read

Know tradespeople who'd love TradeCRM? Get paid for the introduction

The reseller program pays recurring commission on everything your referrals pay, and your own portal shows exactly what you're owed.

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Leads3 min read

Get free leads from the TradeCRM directory

Tell us your trades and postcode areas and we'll match you with local customers looking for exactly what you do. No bidding, no listing fee.

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Leads4 min read

Find a Tradesperson: how customers find you, and how the matching works

Customers tell us what they need and where they are. We match them by trade and postcode area to up to 3 local businesses, and the enquiry lands in your leads list straight away.

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AI3 min read

See which jobs are worth your time before you open them

Every enquiry gets a score and a short summary, plus a note of what's missing, so the big jobs jump to the top.

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AI4 min read

Just ask it: the built-in assistant that adds enquiries and drafts quotes

Type what you want in ordinary words: look up a customer, change a phone number, add an enquiry or start a quote.

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Dashboard3 min read

Open the app and see today's best opportunities, ranked

TradeCRM ranks your leads by value and how hot they are, tells you why each is there, and lets you reply in seconds with Ask AI.

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Communication3 min read

Real two-way email: every conversation on the job it belongs to

Customers reply to your email and it lands back in the same conversation. Add private notes only your team can see.

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Reports4 min read

See how your business is really doing, and why jobs slip away

Pick any two dates and see leads, quotes sent and money won. Note why a job fell through and watch the pattern emerge.

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Leads3 min read

Know where every job is up to, from new enquiry to won

Eight simple statuses give you a clear pipeline of your work. See what's new, what's waiting on the customer and what's been quoted.

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Customers3 min read

A customer list that remembers the gate code, the dog and the key under the pot

Names, numbers, emails and notes in one searchable list. Import your spreadsheet, and anyone who asks to stop emails is left alone.

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Productivity3 min read

A to-do list that adds itself when a customer replies

Jot down the jobs behind the jobs, drag the important ones to the top, and let TradeCRM add a to-do when a reply needs action.

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Communication3 min read

Get told when something matters, and nothing else

Notifications for new enquiries, replies and quote activity, plus a short morning summary so you know where you stand before leaving the house.

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Mobile3 min read

Built for the van: TradeCRM on your phone, tablet and computer

Add it to your home screen and it opens like any other app. The same list on every device, so nothing gets out of step.

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Teams4 min read

Your partner, office manager or crew: everyone gets their own login

Invite people by email, choose full access or day-to-day work, and see who did what. Plans start at £19 a month for two logins.

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