Customer management for tradespeople: enquiries, jobs and numbers in one place

The enquiry came to the boss by WhatsApp. The site visit is in the journeyman's calendar. The quote is a PDF somewhere in an inbox. And whether the invoice has gone out, nobody knows for sure right now.

That's how it looks in many trade businesses. Not because anyone is messy – but because the business grew and the tools didn't.

The typical problems

• Enquiries get lost: between private chats, groups and calls, an enquiry slips through. And with it, a job.
• No one has the overview: which job is at which stage? Often only one person knows – and they're at a customer's.
• Numbers only at tax time: what's left at the end of the month only shows weeks later.

What customer management for tradespeople needs

Enquiries in one place

Every enquiry – via WhatsApp, phone, email or website – lands on one board: New, Contacted, Site visit booked, Quote sent, Won. You instantly see who's waiting for a reply.

Jobs with your workflow steps

For each job, you set the steps that fit your business. For example: quote, materials ordered, execution, sign-off, invoice. Everyone on the team sees what's next.

Customers with history

Who is the customer, what's been done, what's open? All in one place – even in three years when they call again.

Finances without Excel

Income and expenses logged in seconds, sorted by category. The system shows revenue and profit per month.

Usable anywhere

At the office on a PC, in the van on a tablet, on site on a phone. No installation, right in the browser.

Why not just off-the-shelf software?

Many CRM programs are built for sales teams, not businesses with job sites. You pay per employee, fight features nobody needs and adapt your processes to the software – instead of the other way round. The detailed comparison: Off-the-shelf CRM or custom customer management?.

What it looks like in practice

Our live demo shows the customer management of an electrical business: enquiry pipeline, customers with jobs and workflow steps, finances and dashboard. Open the live demo.

What it costs

• Setup & customisation: from €2,500 one-off – with your logo, on your domain, with your workflow steps and import of your customer data.
• Hosting, maintenance & backups: from €49 a month – EU servers, updates, backups, support by email and WhatsApp.

No per-employee fees. Most systems are ready in 3 to 5 weeks. More on costs: How much does a CRM cost for a small business?.

Bottom line

A trade business rarely loses jobs because the work is bad – it loses them because an enquiry gets buried or a quote is left lying. Customer management that fits your workflow makes sure that stops happening. More about our solution: Customer management.