A usable customer history
Keep the information that helps you handle the job and the relationship. You can return to a record with the relevant context instead of relying on whoever last spoke to the customer to remember everything.
CRM for trades · Keep jobs moving
Remember the customer. Without remembering everything.
A CRM is simply a place to keep the customer record. We set yours up around the way your trade business works, bringing details, conversations, quotes, jobs and follow-ups together so the next conversation has context.
Set up for you. Ongoing support. No upfront website-build fee.
WHY THIS PART MATTERS
A name and phone number are only the start.
You may need to know what somebody asked for, which quote they received or whether the work has already been done. If the answers sit in separate notebooks and message threads, a straightforward call becomes a search exercise. Customer records give those pieces an organised place to live.
Connected to conversations and jobs
Your CRM works alongside the inbox and pipeline. Conversations explain what was discussed, while the job stage makes the next action clear. They are connected parts of one process, rather than separate lists to maintain.
A setup you are shown how to use
You do not need to design the system yourself. We configure the useful parts around your business and show you the routine: find a customer, check the context and decide what needs doing next.
A PRACTICAL WAY TO USE IT
From an everyday task.
To a clearer next step.
- 01
A customer gets in touch
The enquiry starts a conversation and creates or updates the relevant record through the connected setup.
- 02
The record follows the work
Useful details and job context stay associated with that customer as things progress.
- 03
The next conversation starts with history
You can check what has happened before responding or discussing future work.
Example process, not a customer result. Your final workflow is agreed and checked during setup.
One part of a complete business setup.Website, business number, customer records, reviews and follow-up. Connected and supported for £297/month.
Explore all 18 inclusionsWE DO THE SETTING UP
Start with what
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
Let’s put the right setup behind your trade.
Tell Jack how you handle crm for trades now. We’ll explain how this fits your business and the rest of the package.
15 minutes. Plain English. No pressure.