How To Set Up A CRM For Your Trade Business

If your leads live scattered across your phone, inbox, and a notepad in the van, jobs are slipping through the cracks. This quick video walks you through five simple steps to set up a CRM that catches every lead.

Most jobs aren’t lost, they’re forgotten.

The quick rundown

• Keep one single home for every lead, quote, and follow up, even a shared spreadsheet works to start.
• Wire your web form and phone number straight into the CRM since calls consistently match or beat forms for bookings.
• Use simple stages, new lead, quoted, won, lost, so you can spot cold quotes at a glance.
• Set follow up reminders two days after every quote, this single habit wins back more work than any ad.
• Check it every morning with your coffee, a CRM only works if you actually open it.

Want to go deeper? Read simple CRM setup guide for trades and turning missed enquiries into profit.

Would rather we just handled it? See how we help with lead generation for trades.