CRM & Lead Tracking

Win more of the work you're already chasing

Every call, form fill, and referral lands in one pipeline. TradesOps tracks each lead, automates the follow-ups, and turns quotes into signed jobs — so nothing slips through the cracks between the phone and the field.

14-day free trial · No credit card required

TradesOps · Sales pipeline
New lead$41k
Ridgeway kitchen
$12,400Hot
Delgado patio
$8,900New
Corner Café fit-out
$19,700New
Quoted$63k
Harborview deck
$27,500Hot
Ellison driveway
$14,200Warm
Pine St. reroof
$21,300Warm
Follow-up$34k
Alvarez addition
$18,600Warm
Northgate units
$15,800Cold
Won$52k
Whitfield remodel
$31,000Won
Bayside walkway
$21,000Won
Lead capture

Every lead in one inbox — no matter where it came from

Website forms, phone calls, referrals, and repeat customers all flow into a single place. Each lead is stamped with its source, contact details, and the job they're asking about, so your team can respond in minutes instead of hunting through texts and voicemails.

  • Auto-capture from your website contact and quote-request forms
  • Log calls and texts against the right contact in a tap
  • Tag lead source so you know which marketing actually pays
  • Assign new leads to a rep with the timer already running

Website forms

Embed a form and new inquiries appear in your pipeline instantly.

Calls & texts

Log inbound calls and messages against the contact automatically.

Referrals

Track word-of-mouth so you can thank — and reward — your referrers.

Online booking

Let clients book an estimate that drops straight onto the calendar.

A pipeline that does the chasing for you

From first hello to signed contract, TradesOps keeps every opportunity moving forward without the sticky notes.

Visual sales pipeline

Drag leads from new to won across clear stages. See your whole book of pending work and its value at a glance.

Contacts & full history

Every quote, call, email, and job for a customer lives on one timeline — so anyone on the team can pick up the thread.

Quote from a lead

Turn a lead into a professional quote in a click, with the contact and job details already filled in for you.

Online booking

Share a booking link and let prospects self-schedule an estimate around your crew’s real availability.

Automated follow-ups

Sequences email and text at the right cadence, then flags the lead for a personal call when it matters most.

Reviews & reputation

Request Google reviews automatically after a job and route happy clients to your public profile.

Automated follow-ups

Nothing goes cold on your watch

Set your cadence once. TradesOps sends the right nudge at the right time and flags the leads that need a personal call.

Speed-to-lead

Auto-reply the moment a lead comes in so you’re first to respond.

Multi-step sequences

A friendly nudge, then a firmer one, spaced the way you decide.

Email & text

Reach people where they answer — inbox or phone — from one place.

Stale-quote alerts

Quotes sitting too long get flagged before the prospect moves on.

Territory reminders

Follow up with nearby leads while your crew is already in the area.

Reactivation

Win-back campaigns bring past customers back for the next project.

Reviews & reputation

Turn happy customers into your best salespeople

When a job wraps, TradesOps automatically asks for a review and points satisfied clients straight to your Google profile. More five-star reviews mean you show up first and win the next lead before your competitor picks up the phone.

  • Automatic review requests sent when a job is marked complete
  • One-tap path to your Google profile for happy customers
  • Catch unhappy feedback privately before it becomes a public review
  • See which crews and job types earn your best ratings
Marketing campaigns

Stay top of mind for the next project

Segment your contacts and send email campaigns that bring back past customers — seasonal maintenance reminders, service specials, or a note to the neighborhood where you just finished a job. It's the cheapest work you'll ever win.

  • Segment contacts by service, location, or last job date
  • Send seasonal reminders and service specials in a few clicks
  • Track opens and replies so you know what resonates
  • Every campaign reply lands back in the same pipeline

Questions, answered

Do I have to move my existing contacts over by hand?

No. Import your customer list from a spreadsheet or your old system and every contact, with its history, lands in the pipeline ready to work.

Can I capture leads from my current website?

Yes. Embed a form on the site you already have, or connect your existing contact form, and new inquiries flow straight into the pipeline with their source tagged.

Will follow-ups feel automated to my customers?

They read like they came from you. You control the wording, timing, and tone, and the system hands off to a personal call the moment a lead is worth one.

How does the Google review request work?

When you mark a job complete, the customer gets a request with a direct link to leave a review. Satisfied clients are routed to your public profile so your rating keeps climbing.

Is the CRM connected to the rest of the platform?

Completely. A won lead becomes a quote, then a job, then an invoice — all on the same record — so the office and the field never re-enter the same information twice.

Stop letting good leads slip away

Start your 14-day free trial and put every opportunity on one pipeline. No credit card required.

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