Lead Management CRM for Tradespeople
Your Ultimate Tool for Managing Leads and Growing Your Trade Business
Unlock the Full Potential of Your Trade Business
Manage leads, streamline workflows, and never lose track of your customers again with our state-of-the-art CRM for tradespeople.
Transform the way you manage your business with an all-in-one solution designed specifically for tradespeople.
Your Craft Deserves Smart Management
Seamless Lead Generation
Efficient lead generation grows your trade business. Our CRM system puts you in the driver’s seat by displaying all enquiries in one place.
This allows you to effortlessly pick and choose the leads that are most profitable for you. Track your enquiries, manage follow-ups, and convert more leads into paying customers.
Features vs Benefits:
- Lead Organisation: View all incoming enquiries in one dashboard, so you can prioritise easily.
- Follow-Up Management: Never lose track of a lead by scheduling follow-ups directly in the CRM.
Comprehensive Interaction Tracking
Never miss a beat with our chat widget tracking feature. Every interaction through chat widgets is logged into the CRM, allowing you to keep a detailed record of all customer communications.
Additionally, all your social media activities can be integrated into the CRM, capturing every potential lead from multiple channels in a single interface.
Features vs Benefits:
- Chat Widgets: Track every chat interaction to understand customer needs better.
- Social Media Integration: Capture leads from all social platforms into one place.
Automate, Integrate, Elevate
Revolutionise how you manage your daily tasks with automation and integration features. Set up push notifications to receive text alerts for important updates.
Integrate your email system and QuickBooks to ensure all your contacts and financials are in sync.
Schedule meetings in the built-in calendar and send reminders via email or text.
Streamline sending invoices and payments with Stripe integration, and manage contracts effortlessly.
Features vs Benefits:
- Push Notifications: Receive instant alerts for new leads or important updates.
- Email Integration: Keep all your contacts organised by syncing your email system with the CRM.
- QuickBooks Integration: Seamlessly manage financials and contracts within the CRM.
Enhanced Customer Relationship Management
Our CRM offers the tools to manage every aspect of your customer relationships. You can add Terms & Conditions to contracts, send invoices, track payments, and even send templated messages via email or WhatsApp.
Each customer contact has a detailed history, including how they found your business.
Features vs Benefits:
- Terms & Conditions: Easily add T&Cs to your contracts for clarity and legality.
- Invoice Sending: Simplify your billing process with easy invoice generation and payment tracking.
- History Tracking: Keep a detailed history of customer interactions to tailor your services better.
Optimise Your Schedule and Reminders
With our built-in calendar, you can schedule meetings, set reminders, and ensure follow-ups are timely.
The system can send automatic reminders by email or text, helping you stay on top of your appointments.
Features vs Benefits:
- Calendar Integration: Schedule meetings and set reminders within the CRM.
- Automated Reminders: Keep customers informed with automatic email or text updates.
Data-Driven Insights for Growth
One of the standout features of our CRM is its ability to provide you with comprehensive data insights.
Know exactly how many leads you received, which converted, and which did not. This helps you refine your strategy and demonstrate your business's potential to investors.
Features vs Benefits:
- Lead Conversion Tracking: Know which leads are converting to refine your marketing strategies.
- Investor Reporting: Use detailed data to show investors your business's growth potential.
Don't Wait – Enhance Your Business Operations Now!
Schedule a Free Trial and See the Difference.
By using our CRM system, you can analyse your monthly performance, showing precisely how many leads you’ve received, which leads converted, and where you lost enquiries.
It's perfect for impressing potential investors and making informed decisions for your trade business. Never miss an invoice or a customer follow-up again!
Feel confident knowing all your business needs are managed through a single, user-friendly system designed with tradespeople in mind.
Take control of your digital presence and watch your business grow!
So if you're ready to start your new website, contact a website design company in Leeds or Huddersfield today on or use the form below to request a free consultation and demo of our CRM for tradespeople.