CRM for Tradespeople: Win More Work, Waste Less Time
Simple job management for plumbers, electricians, builders, and trades.
The Challenges You Face
As a tradespeople, managing client relationships comes with unique challenges:
- Losing track of enquiries and quotes
- Forgetting to follow up on jobs
- Managing paperwork between sites
- Getting repeat work from happy customers
- Competing with other local trades
- Finding time for admin after a day on tools
How Kabooly Helps
Kabooly CRM is designed to solve these problems:
- All jobs and customers in one place
- Pipeline shows what needs quoting, booking, or chasing
- Access customer details from your phone on-site
- Stay in touch with past customers for repeat work
- Professional emails without the effort
- Know where your best jobs come from
Key Features for Tradespeople
Everything you need to manage your tradespeople business effectively.
Contact Management
Keep all your customer information in one place, accessible to your whole team.
Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
Booking System
Let clients book appointments directly with you, synced to your calendar.
Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
Form Builder
Create contact forms and embed them on your website to capture leads automatically.
Simple Pricing for Tradespeople
Choose the plan that fits your business. No hidden fees, no surprises.
Starter
Perfect for small teams getting started with CRM.
Get Started- 3,000 contacts
- 3 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 3 forms
- 6,000 emails/month
Professional
For growing businesses that need more capacity.
Get Started- 10,000 contacts
- 10 team members
- 20 marketing lists
- 40 email templates
- 40 active deals
- 10 forms
- 20,000 emails/month
Enterprise
For larger teams with high-volume needs.
Get Started- 50,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- 100,000 emails/month
CRM Questions for Tradespeople
Can I access customer details from my phone on-site?
Yes, Kabooly works great on mobile browsers. Check customer details, add notes after a job, and manage your pipeline, all from your phone without needing a separate app.
How do I track quotes and jobs?
Use the deal pipeline to track everything from enquiry to completion. Create stages like 'Quote Requested', 'Quote Sent', 'Job Booked', 'In Progress', 'Complete'. You'll always know what needs attention.
Can I store access codes and property details?
Yes, add any information you need to customer records: access codes, parking notes, property details, past work done. Everything's in one place for next time.
How do other tradespeople use Kabooly?
Tradespeople typically use Kabooly to track enquiries and quotes, store customer details and property info, stay organised across multiple jobs, follow up on quotes that haven't converted, and contact past customers when they have availability.
Can I email past customers about availability?
Absolutely. Create a marketing list of past customers in a certain area or with certain needs, and email them when you have gaps in your schedule. Repeat business from happy customers is often the best business.
Is it easy to learn alongside running jobs?
Kabooly is designed to be simple. Most tradespeople are comfortable with the basics within an hour. It's meant to save you time, not create more admin.
What happens when a customer enquires through my website?
If you embed a Kabooly form on your website, enquiries create contacts automatically. You can see where they came from, respond quickly, and add them to your pipeline.
How do I know which advertising works?
Lead attribution shows you where your enquiries come from. If you're spending money on Google ads, Checkatrade, or local advertising, you'll know which brings actual jobs, not just clicks.
Ready to Grow Your Tradespeople Business?
Start your free trial today and see how Kabooly can help.