CRM & Sales Systems for Trades
Stop losing leads to slow follow-up and disorganized processes. A CRM configured specifically for trades businesses — tracking every estimate, job, and customer interaction in one place.
From Chaos to Control
Most trades businesses manage leads through sticky notes, text messages, and memory. A proper CRM turns that chaos into a predictable system — every lead tracked, every follow-up automated, every job history accessible in seconds.
CRM Setup & Configuration
A CRM configured specifically for trades — lead intake, estimate management, job tracking, and post-job follow-up. No generic sales pipelines.
Pipeline & Workflow Design
A visual pipeline from first inquiry to completed job. Every stage has defined actions, triggers, and automated tasks to keep leads moving.
Automated Follow-Up Sequences
Email, SMS, and call sequences that ensure no lead goes more than 24 hours without contact. Estimates get automatic reminders after 3, 7, and 14 days.
Reporting & Analytics
Know exactly where leads come from, how many convert, what your average close time is, and which services are most profitable.
CRM Delivers Systematized Growth
How We Set Up Your CRM
A systematic 4-phase implementation that gets your team up and running quickly.
Discovery & Process Mapping
We map your current lead-to-job process — every step, every handoff, every delay. We identify where leads leak and where automation can help.
Platform Selection & Setup
We select and configure the right CRM platform for your business. We set up pipelines, custom fields, email integration, and lead capture from your website.
Automation & Integration
We build automated follow-up sequences, connect your phone system, integrate with your calendar and invoicing tools, and set up lead scoring rules.
Training & Launch
We train your team, migrate existing data, and launch. We provide documentation and ongoing support to ensure adoption sticks.
Frequently Asked Questions
Which CRM platform do you use?
We typically recommend and implement platforms that fit trades businesses best — including HubSpot, Pipedrive, and Jobber. We select the platform based on your business size, complexity, budget, and specific workflow requirements.
How is a trades CRM different from a generic CRM?
Trades businesses have unique workflows — estimates that need to be sent quickly, jobs that span multiple days, crew scheduling, material costs, and post-job follow-up. We configure your CRM to handle these specific processes, not generic sales pipelines.
Can you integrate the CRM with my existing tools?
Yes. We connect your CRM with your website (lead capture forms), phone system (call logging), email, calendar, invoicing software, and any other tools you use. The goal is a single source of truth for every customer interaction.
How long does CRM implementation take?
A standard implementation takes 2–3 weeks — including setup, configuration, data migration, workflow design, and team training. More complex setups with multiple integrations may take 4–6 weeks.
Do you provide training for my team?
Absolutely. We provide hands-on training for your entire team — including field staff who need to access customer info on-site. Training covers daily usage, reporting, and best practices for keeping the CRM accurate and valuable.
Ready to Never Lose Another Lead?
Book a free CRM consultation. We will analyze your current lead management process and show you exactly how a CRM will pay for itself in captured revenue.