SME Trade CRM

The Complete CRM for Trade Businesses

Streamline your operations from lead to completion. Manage customers, site visits, quotes, and jobs all in one powerful platform.

Everything You Need

Designed specifically for trade and service businesses

Customer Management

Comprehensive customer database with property details, service history, and communication logs

Appointment Scheduling

Schedule and manage site visits with automated reminders and mobile access for field teams

Quote Generation

Create professional quotes quickly with product catalogs and automated pricing calculations

Job Management

Track projects from quote acceptance to completion with team member assignment and progress updates

Analytics & Reports

Gain insights into sales performance, conversion rates, revenue trends, and business growth

Multi-User Access

Role-based permissions for sales staff, dispatchers, field workers, and business managers

Simple, Transparent Pricing

Choose the plan that fits your business size

Starter

£199/month
  • Up to 5 users
  • Up to 500 customers
  • Customer management
  • Basic reporting
  • Email support

Professional

£499/month
  • Up to 15 users
  • Up to 2,000 customers
  • Advanced customer management
  • Lead management
  • Survey & quote tools
  • Advanced reporting
  • Priority email support

Enterprise

£999/month
  • Unlimited users
  • Unlimited customers
  • Full CRM suite
  • Job management
  • Custom integrations
  • Dedicated account manager
  • Phone & email support

Frequently Asked Questions

Is there a free trial?

Yes! All plans come with a 14-day free trial. No credit card required to start.

Can I change plans later?

Absolutely. You can upgrade or downgrade your plan at any time from your account settings.

What payment methods do you accept?

We accept all major credit and debit cards through our secure Stripe payment processor.

Is my data secure?

Yes. All data is encrypted, regularly backed up, and hosted on secure servers with 99.9% uptime.