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.

Teams9 June 20264 min read

Plenty of small trade businesses are two people: one on the tools, one doing the paperwork. TradeCRM is built for that.

Invite by email, set their access

From Settings → Team, enter an email and choose a role:

  • Full access: billing, settings and inviting others. Perfect for a partner who does the admin.
  • Day-to-day work: leads, quotes and customers, without the settings.

They get an email link to set their own password. Everyone has their own login, so you can see who did what.

Seats by plan

  • Starter, £19 a month: 2 logins and 50 leads a month.
  • Business, £39 a month: 5 logins and 250 leads a month.
  • Pro, £79 a month: 10 logins and 1,000 leads a month.

Every account starts with a 14-day free trial and no card needed. Removing someone frees up their seat, and anything they wrote stays in place.

In real life

You're on site all week. Your partner, who does the admin, logs in from the office, approves replies and sends quotes, while you see everything on your phone.

The short version

  • Everyone gets their own login.
  • Choose Full access or Day-to-day for each person.
  • Plans from £19 a month, with a free 14-day trial.

Bring the whole crew in

Start your free trial and invite your team.

Try it free for 14 days

Keep reading

Related features

Never lose a job because you were too busy to reply.

TradeCRM catches every enquiry, replies for you and keeps chasing. Free for 14 days, no card needed.