CRM & Lead Management
A CRM (Customer Relationship Manager) tracks every lead and customer interaction. For tradies, the most common use case is automating follow-up when a new enquiry comes in. 67% of leads go cold within 24 hours without a response. Modern all-in-one CRM platforms like GoHighLevel also include email/SMS marketing, pipeline tracking, and review collection.
CRM and lead management tools are for trade and service businesses (1–20 staff) that already have leads coming in but don't have a system to chase them. The reviews below cover dedicated CRMs, all-in-one marketing platforms (GoHighLevel, Keap), email/SMS automation, and the lighter pipeline tools that pair with your job management software. We flag what each one is genuinely good at (speed-to-lead, review collection, automated nurture) and where the pricing or onboarding overhead doesn't match the size of your business.
The Tradie Software Shortlist
Want the short version across every category, not just crm & lead management? The Tradie Software Shortlist is our top picks across the whole stack, plus what to avoid. One PDF.
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