A simple CRM built around how your trade business actually works
For electricians, plumbers, gas fitters, carpenters and office fit-out crews. Contacts, pipeline, templated quotes, mobile field app, SMS reminders — connected to your Xero, MYOB and the job software your tradies already use. Fixed-price. Code is yours.
- Built for trades — not for SaaS sales teams
- Mobile-first — your apprentices will actually use it
- No per-user SaaS bill that grows every year
- Lowest prices Fixed cost · no monthly SaaS bills · founder-led overhead
- High quality Sandbox-first · weekly demos · reconciled pre-launch
- Fast delivery Quote in 48 hours · live in weeks, not months
- Latest tech Latest APIs · v2 REST native · you own the code
- Xero
- HubSpot
- Salesforce
- Stripe
- Square
- ServiceM8
- Simpro
- Tradify
- Deputy
- Power BI
Real benefits, by solving real trade-CRM problems.
- Just Your WorkflowBloated CRMs with 200 fields nobody on the team ever fills in
- Trade-SpecificGeneric CRMs that don't understand jobs, sites or callbacks
- No SaaS Bill CreepPipedrive / HubSpot / Salesforce subs growing every year you grow
- Quote → InvoiceCRM, job software and Xero / MYOB that don't talk to each other
- Mobile-FirstOffice-only CRMs your tradies and apprentices flat-out refuse to use
Six things we build into every trade CRM
From the apprentice capturing a lead in the ute, to the office sending a quote, to the accountant reconciling the invoice in Xero — all built around your specific trade and the way your business actually runs.
-
Customer & Lead Management
Contact records that fit how trades actually work — site address vs billing address, decision-maker contacts, callbacks, sources (referral · Google · repeat). Pipeline stages tuned to your trade.
- Trade-aware contact records
- Custom pipeline stages
- Source & callback tracking
-
Quote → Invoice Workflow
Templated quotes for the work you actually do — switchboard upgrades, hot-water installs, gas conversions, office fit-outs. One-click convert to job, hand off to Xero or MYOB for invoicing.
- Templated trade quotes
- Quote → job → invoice flow
- Xero / MYOB handoff
-
Job & Site Tracking
Plug into your existing ServiceM8, Simpro or Tradify — or have job tracking built in. Site-level history, technician assignment, materials on the job, time on site, photos and sign-offs.
- ServiceM8 · Simpro · Tradify sync
- Or built-in job tracking
- Site history & sign-offs
-
Mobile Field App
Built for the ute, not the office. Phone-first interface tradies and apprentices actually open — capture photos, customer signatures, site notes, mark a job complete, even with no signal.
- Phone-first interface
- Photos · signatures · sign-offs
- Works offline on patchy 4G
-
Reminders & Follow-ups
Auto-prompt the office to chase quotes after 48 hours. SMS the customer the day before. Annual safety inspection reminders. Warranty callback queue. Nothing falls through the cracks.
- Quote follow-up automation
- SMS reminders to customers
- Safety inspection callbacks
-
Reporting & Pipeline
Live dashboards on conversion rate by lead source, win rate by quote-writer, average ticket by trade, monthly recurring service revenue. Replace the spreadsheet you're forwarding around on Mondays.
- Conversion by source · writer
- Avg ticket · recurring revenue
- Power BI live dashboards
A trade CRM project, end to end
Three stages. Two-week sprints. Weekly demos — and your tradies actually testing the mobile app on real phones before launch. Delivered personally by the founder.
-
Week 0
Workflow Audit
15-minute scoping call. We map the current path from enquiry → quote → job → invoice, the systems you already run (Xero, ServiceM8, Simpro, Tradify), and the must-have fields. Fixed-price quote inside 48 hours.
-
Weeks 1–4
Build & Migrate
Build in two-week sprints with weekly demos. Migrate contacts / leads / open quotes from your current CRM or spreadsheet. Parallel-run with your existing system before cutover — no Big-Bang launch risk.
-
Week 5+
Cutover & Train
Live cutover on a planned day. Phone-first training for the field crew (15 min — they actually use it). Office training on quote templates, pipeline reports and the Xero / job-software handoff. 30 days of post-launch support included.
Before you book the scoping call
How much does a simple custom CRM cost?
Fixed-price after a 15-minute scoping call and a short discovery session. A focused single-trade CRM (contacts, pipeline, quote templates, mobile, Xero sync) takes 4–8 weeks. A multi-trade CRM with job tracking + reporting + multiple integrations takes 8–16 weeks. You know the price before any code is written.
How is this different from HubSpot, Pipedrive or Salesforce?
Those are great products — but they're built for sales teams selling SaaS, not for an electrician who needs three custom fields, one weird workflow and integration to ServiceM8. Custom is right when (a) your team can't be bothered to fill in 12 default fields, (b) you're paying steep per-user monthly bills and growing, or (c) the integration you need doesn't exist. Sometimes HubSpot Free really is the right call — we'll say so.
Will it work with our existing ServiceM8, Simpro or Tradify?
Yes. Most trade businesses we work with keep their job-management software (it's good at the field-ops part) and add a custom CRM around the front of it for sales, quotes and pipeline. The CRM pushes new jobs into ServiceM8 / Simpro / Tradify; the job software pushes status and invoiced amounts back. One source of truth for the customer.
Can my tradies and apprentices use it on their phones?
That's the whole point. The mobile interface is built first — large tap targets, offline capture, photo + signature in two taps. If your apprentice can't add a new lead from their ute in under 30 seconds, the build failed. We test on real Android / iPhone hardware before launch — not in a desktop simulator.
Can you migrate data from our current CRM or spreadsheet?
Yes. We've migrated from Pipedrive, HubSpot, Zoho, Salesforce, Insightly, Capsule — plus countless "the master spreadsheet on Drew's laptop" data sets. Standard: contacts, companies, open deals, historical notes, files. Done in the build phase so launch day is data-complete.
Does it integrate with Xero or MYOB?
Yes. The standard pattern is: CRM owns leads + quotes + the customer relationship; once a quote is accepted, the customer + invoice push to Xero (or MYOB / QuickBooks); payment status comes back so your CRM pipeline shows truly paid vs invoiced. We build the integration in-project — no Zapier or third-party connector fees.
Can we send and track quotes from inside the CRM?
Yes. Quote templates per trade (electrical / plumbing / gas / fit-out), line-items pulled from a price book you control, branded PDF, emailed direct from the CRM with open / view / sign tracking. Customer can accept or e-sign with one click. Quote conversion data feeds the pipeline reports automatically.
Do we own the code?
Yes. Every engagement results in source code that you own outright, hosted in your GitHub or Azure DevOps from day one. No per-seat or per-user SaaS subscription to us. You can take the codebase to another developer at any time. Hosting is yours.
Best value · quote in 48 hours · code is yours · zero obligation
