Keep the history close
Open the customer record and see the relevant details. Pick up a returning customer’s enquiry with some history behind you.
CRM for trades · Keep jobs moving
You know the customer. Now find the details.
Their number is saved. But which quote did you send? What did you agree? Your CRM keeps the customer record together, so the answer doesn’t depend on what you remember from last Thursday.
Set up for you. Ongoing support. No setup fee. No website fee.
WHY THIS PART MATTERS
Your head is a busy place to store a business.
Notes, messages, quotes and job details belong somewhere you can find them. A CRM is that place. We set it up and show you the useful bits, without expecting you to become a software expert.
Join the conversation to the work
The inbox shows what was said. The job pipeline shows where things stand. The customer record brings the context together.
Learn the few actions you need
Find a customer. Check the record. Update the next step. We show you a routine you can use between jobs.
A PRACTICAL WAY TO USE IT
From first enquiry to “you did a job for us last year”.
- 01
Save the first enquiry
A connected request creates or updates the relevant customer record.
- 02
Add the job’s history
Useful details stay with the customer as the work progresses.
- 03
Pick up where you left off
Check the record before your next conversation or returning-customer quote.
One part of a complete business setup.Website, business number, customer records, reviews and follow-up. Connected and supported for £197/month.
Explore all 18 inclusionsWE DO THE SETTING UP
Start with the contacts you already have.
We review your current setup, agree the useful changes and explain how to use the result. These are the details that help us put this part in place.
See the setup process- The customer information you need day to day
- Your current way of storing contacts and job details
- The people who need access to the setup
- Any existing data you want us to assess before moving it
BEFORE YOU DECIDE
Good questions.
Straight answers.
Anything specific to your business? Bring it to the call and we’ll work through it.
Book a quick callDo I need to know what CRM software is?
No. We show you the parts you will actually use. Think of it as an organised customer record connected to your enquiries and jobs, rather than a technical project you must learn to build.
Can existing contacts be brought in?
We review the data and what you need to retain before agreeing a migration. We do not assume that every old record should be moved or placed into an automated follow-up process.
Is the CRM separate from the inbox?
They have different jobs within the connected system. The inbox helps you read and answer messages; the CRM gives you the wider customer context.
What software is behind it?
HighLevel provides the CRM platform behind the setup. UK Trade Leads configures and supports the parts agreed for your business, so you have someone to help join the pieces together.
BETTER WHEN THE PIECES JOIN UP
See what works alongside it.
START WITH A CONVERSATION
Give your memory a day off.
Bring your notebooks, spreadsheets or current system to the conversation with Jack. We’ll explain how to organise the customer details you rely on.
15 minutes. Plain English. No pressure.