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  • Writer's pictureJennifer Heppell

Choosing the Best CRM for Trades Businesses

For trades businesses, managing customer relationships efficiently is essential to ensure smooth operations and sustained growth. A Customer Relationship Management (CRM) system can be a game-changer in this regard, helping businesses organise their customer data, streamline their workflows, and improve customer interactions. This blog will guide you through the process of choosing the best CRM for your trades business, highlighting key features and top options tailored to your industry.

Understanding CRM Systems

A CRM system is a software tool that helps businesses manage their interactions with current and potential customers. For trades businesses, a CRM can simplify processes such as scheduling, job management, invoicing, and follow-ups. By centralising customer information and automating routine tasks, a CRM ensures that nothing falls through the cracks, leading to enhanced efficiency and customer satisfaction.

Key Features to Look For

When selecting a CRM for your trades business, consider the following essential features:

1. Contact Management: The ability to store and organise customer information, including contact details, job history, and communication logs.

2. Scheduling and Dispatching: Tools to manage appointments, assign jobs to team members, and track their progress.

3. Invoicing and Payments Integrated invoicing capabilities that allow you to generate and send invoices, track payments, and manage billing.

4. Mobile Access: A mobile-friendly CRM ensures that your team can access crucial information and update job statuses on the go.

5. Job Management: Features to create, assign, and monitor jobs, ensuring that all tasks are completed on time.

6. Integration Capabilities: The ability to integrate with other tools you use, such as accounting software, email marketing platforms, and communication tools.

7. User-Friendliness: An intuitive interface that makes it easy for your team to adopt and use the CRM effectively.

Top CRM Options for Trades Businesses

Here are some of the most popular CRM options suitable for trades businesses, each with unique features tailored to the industry:

1. ServiceTitan

- Features: ServiceTitan offers robust features for scheduling, dispatching, job management, and invoicing. It also provides mobile access and integrates with various accounting tools.

- Pros: Comprehensive functionality, user-friendly interface, excellent customer support.

- Cons: Can be pricey for small businesses.

- Customer Feedback: Users appreciate its all-in-one solution and ease of use but note that it may have a steep learning curve initially.

2. Jobber

- Features: Jobber provides tools for scheduling, invoicing, payment tracking, and customer management. It is designed to be mobile-friendly and integrates with popular accounting software.

- Pros: Affordable, easy to use, excellent mobile app.

- Cons: Limited advanced features compared to some competitors.

- Customer Feedback: Praised for its simplicity and efficiency in managing day-to-day operations.

3. Housecall Pro

- Features: Housecall Pro includes features for job scheduling, customer management, invoicing, and payment processing. It also offers a customer portal for better client interaction.

- Pros: User-friendly, great customer support, comprehensive feature set.

- Cons: Some users find the pricing structure complex.

- Customer Feedback: Users love its intuitive design and comprehensive support for field service management.

Implementing Your CRM System

Successfully implementing a CRM system involves several key steps:

1. Assess Your Needs: Identify the specific challenges you want the CRM to address. Consider your team size, budget, and the types of jobs you handle.

2. Choose the Right CRM: Based on your needs assessment, select a CRM that offers the features you require. Take advantage of free trials to see how well the CRM fits into your workflow.

3. Customise the CRM: Tailor the CRM to match your business processes. This may involve setting up custom fields, creating job templates, and integrating with other tools.

4. Train Your Team: Ensure that your team is adequately trained to use the CRM. Provide ongoing support and resources to help them get the most out of the system.

5. Monitor and Adjust: Regularly review your CRM usage and make adjustments as needed. Gather feedback from your team and customers to identify areas for improvement.

Measuring CRM Success

To gauge the effectiveness of your CRM system, track the following key performance indicators (KPIs):

1. Customer Satisfaction: Monitor feedback from customers to ensure that the CRM is helping to improve their experience.

2. Job Completion Rates: Track the number of jobs completed on time and identify any bottlenecks in the process.

3. Revenue Growth: Measure the impact of the CRM on your sales and revenue. Look for increases in repeat business and new customer acquisitions.

4. Efficiency Improvements: Evaluate how much time your team is saving on administrative tasks and whether job scheduling and management have become more efficient.

5. Data Accuracy: Ensure that customer and job data are being accurately captured and maintained within the CRM.


Choosing the right CRM for your trades business can significantly enhance your operational efficiency and customer satisfaction. By focusing on essential features, exploring top CRM options, and implementing the system effectively, you can transform the way you manage customer relationships and job workflows. Regularly measuring and optimising your CRM usage will ensure that you continue to reap the benefits and achieve your business goals.

If you need assistance in selecting and implementing a CRM system tailored to your trades business, feel free to contact us. We are here to help you make the best choice and ensure a smooth transition to a more organised and efficient operation.

What is a CRM system and how can it benefit my trades business?

A CRM (Customer Relationship Management) system helps manage customer interactions, job scheduling, invoicing, and other administrative tasks. For trades businesses, a CRM can improve efficiency, enhance customer satisfaction, and streamline operations by centralising all customer information and automating routine processes.

What key features should I look for in a CRM for my trades business?

Essential features to consider include contact management, scheduling and dispatching, invoicing and payments, mobile access, job management, integration capabilities, and user-friendliness. These features help manage daily operations effectively and ensure smooth workflows.

How do I choose the right CRM for my trades business?

Start by assessing your business needs and budget. Consider the CRM's ease of use, integration capabilities, scalability, and the specific features it offers. Test different CRMs using free trials to see which one best fits your business processes and team preferences.

What are some of the top CRM options for trades businesses?

Popular CRM options for trades businesses include ServiceTitan, Jobber, and Housecall Pro. Each of these CRMs offers robust features tailored to the needs of trades businesses, such as job scheduling, invoicing, and mobile access, along with excellent customer support.

How can I ensure a successful implementation of a CRM in my trades business?

To ensure a successful CRM implementation, start by clearly defining your business needs and goals. Choose a CRM that aligns with these needs, customise it to fit your workflows, train your team thoroughly, and continuously monitor and adjust your usage based on feedback and performance metrics. Regularly review and optimise your processes to get the most out of the CRM.



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