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.
The detail that wins repeat work is rarely the big stuff. It's remembering the gate code, the neighbour who complains about noise, or which tap Mrs Hughes said sticks. TradeCRM gives you somewhere to keep it.
One tidy, searchable list
Every customer has their name, number, email and company, plus every job you've done or quoted for them. Search by name and you're there in a second.
Notes for the things you'd never remember
Add notes to a customer for the practical stuff: "Key under the blue pot. Dog is friendly, honestly." They're there next time, whoever on your team picks up the job.
Already have a spreadsheet?
Upload it and your existing customers are in, no retyping. And if someone asks you to stop emailing them, TradeCRM remembers and leaves them alone, so you stay on the right side of the rules without thinking about it.
In real life
Note on a customer: “Key under the blue pot. Dog is friendly, honestly.”
The short version
- All your customers and their jobs in one list.
- Notes for the little details that matter.
- Import from a spreadsheet; unsubscribes are respected.
Never forget a customer detail again
Import your customers during your free trial.