Tradesman CRM — remember the customer, not the software
You do not need lead scoring, pipeline stages or a sales manager dashboard. You need to know who Mrs Patel is, what you quoted her ensuite in March, whether she said yes, and when to call back — without digging through WhatsApp. Pro Quoter keeps customer and job history tied to quotes, photos and invoices. Simple CRM for people who fit bathrooms, not boardrooms. Built by a real tradesman.
When you cannot find the job, you lose money and trust
The customer rings: “You quoted us £4,200 in February.” You know you did — you just cannot find the PDF, the photos or whether it included the niche trim. You sound unsure. They hire someone who sounds organised.
Example: builder has three “Smith” jobs in texts and two in email. Quotes the extension for the wrong Smith. Awkward call, lost margin, reputation hit. Customer history should live in one place.
- Contacts in phone, quotes in email, photos in camera roll
- No view of open quotes vs booked vs paid
- Callbacks forgotten when the week gets busy
- Corporate CRM setup nobody on the tools will maintain
Customer history that matches how trades work
- 1
Add the customer once
Name, phone, email, site address — enough to quote and invoice properly.
- 2
Every enquiry becomes a job thread
Notes, measures, photos and quotes stack on the same record.
- 3
See status at a glance
Quoted, waiting, booked, done, paid — without a pipeline board you will ignore.
- 4
Call back with context
Open the job — last quote, last message, last photo. Sound professional in five seconds.
- 5
Repeat customers get faster
Second bathroom for the same customer? History and rates are already there.
CRM without the nonsense
Job-led, not lead-led
Built around real work — quotes and jobs — not abstract “opportunities”.
Linked to quoting and invoicing
CRM that stops at contacts is another silo. Here it is the same thread.
Mobile in the van
Pull up a customer on site when they ask a question — not back at the desk.
Small team friendly
Sole trader or two lads — everyone sees the same job story.
Customer, job, quote — one record
FAQ
- Is this Salesforce or HubSpot?
- No. It is practical customer and job history for trades — names, sites, quotes, jobs, invoices. If you need marketing automation and deal stages, look elsewhere. If you need to stop losing jobs in texts, this fits.
- Can I import customers from a spreadsheet?
- Many trades start fresh with new enquiries and migrate active customers as they go. For a busy book, bring over names and phones first — attach history as you quote the next job.
- Does it handle follow-ups and reminders?
- Yes — quote follow-ups and reminders tie to the same customer thread. Chase the yes without sounding desperate; see who is waiting on you.
- What if I only want CRM, not quoting?
- The value is the link — customer history next to quotes and invoices. Most trades use quoting first; CRM becomes obvious when you are tired of searching WhatsApp.