A CRM for tradespeople that follows the quote to the job
The phone rings between two jobs, the quote goes out in the evening, the follow-up gets forgotten. A CRM for tradespeople does one thing: stop losing jobs for lack of a call back, and tell you which ad made the phone ring.
Which CRM should a tradesperson choose?
Choose a CRM that starts from the way you work: calls received, quotes sent, follow-ups, jobs signed. It should fill itself without double entry, remind you which quotes to chase and tell you which ad brought each customer. The SaveAds CRM offers a “new, quote sent, followed up, signed” pipeline and ties each call to its campaign.
Start from calls, not a form
For a tradesperson, most customers call. Calls received on your tracked lines arrive in today’s list: one click turns them into a contact, with the campaign that brought it.
A tradesperson’s pipeline
Four columns, no more:
- New — the call or request, to call back.
- Quote sent — the amount offered, and the date.
- Followed up — so a quote never goes cold.
- Signed — the job won, filed under its ad.
Dictate rather than type
Between two jobs, you describe the call out loud: the record fills itself in. In the evening, the list tells you what is left to follow up.
Frequently asked questions
Do I need a CRM with ten calls a week?
- Yes, as soon as a forgotten quote costs more than the subscription. Ten calls are often three quotes and one job that hinges on a follow-up.
Does the CRM work on a phone?
- Yes, the SaveAds app works on a phone, today’s calls included.
Never lose a job for lack of a follow-up
The CRM is included in the Business plan, along with your campaign tracking.