Managed Website Service
A professional website, built, hosted and looked after for you, with business email.
- Fully managed, so you never touch the technical side
- Designed around your business
- Your own domain
£50 a month
CRM for tradespeople
CRM for Tradespeople: Win More Work, Waste Less Time
Simple job management for plumbers, electricians, builders, and trades.
CRM
From £100 a month
30-day free trial. No per-seat charges.
- Contact management with notes and history
- Deal pipeline with your own stages
- Email campaigns and marketing lists
- Online booking and embeddable forms
- Workflow automations
- Lead attribution
The challenges you face
What tends to get in the way for tradespeople.
- 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
What changes once your enquiries and clients live in the CRM.
- 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
How a trades business runs in Kabooly
Not a feature list. This is the setup most small trades businesses end up with.
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Pipeline stages that match a job
Stages are yours to define. Most trades land on Enquiry, Site Visit Booked, Quote Sent, Won, Lost, and Job Complete. The deals report then tells you how much work is sitting at Quote Sent, which is usually a bigger number than anyone expects.
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Property details you will want again in three years
Contacts carry tags and custom fields, so access notes, what you fitted, which materials you used and where the stopcock is stay on the customer record instead of in a van glovebox.
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An enquiry form on the site and the Google profile
Build the form, embed it on your site, and a submission creates the contact and can start an automation. You stop losing jobs because someone messaged you at four on a Friday while you were up a ladder.
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Site visits customers book themselves
Set up a booking type for a survey or site visit, set the availability you actually have, and publish the booking widget. Kabooly sends the reminder email before the visit automatically, so fewer doors are locked when you turn up.
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Quotes chased instead of forgotten
Kabooly does not write your quotes. What it does is make sure a quote you sent gets chased, because moving a deal to Quote Sent can trigger the follow up email and the task to phone. Most lost work was never actually lost, just never chased.
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Knowing whether the directory advert pays
UTM parameters are captured on form submissions, so the tracking and attribution reports show whether enquiries came from search, a directory, social or word of mouth. That is the number to check before renewing a listing.
Three automations worth building in your first week
Each of these is a trigger, an optional wait, and an action. Nothing to code.
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The enquiry answered while you are still on site
When a form is submitted, send an email confirming you have it and when you will call back, and create a task to phone. Customers ring three trades. The one who replies first is usually the one who quotes.
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The quote that went quiet
When a deal moves to your Quote Sent stage, wait five days, then send a short email asking if they have any questions, and create a task to ring them. This one automation pays for the software several times over.
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The review you keep meaning to ask for
When you tag a job as Complete, wait three days, then send a thank you email with your review link. Asking three days later works far better than asking while you are packing the van.
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Contact Management
Keep all your customer information in one place, accessible to your whole team.
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Deal Pipeline
Track every opportunity from first contact to closed deal with visual pipelines.
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Email Campaigns
Create and send professional email campaigns to your contacts and marketing lists.
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Workflow Automations
Automate repetitive tasks with visual, trigger-based workflows.
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Booking System
Let clients book appointments directly with you, synced to your calendar.
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Lead Attribution
Understand exactly where your leads come from and which marketing channels work.
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CRM Starter
Perfect for small teams getting started with CRM.
£100 a month
- 1,000 contacts
- 3 team members
- 5 marketing lists
- 10 email templates
- 10 active deals
- 3 forms
- 3 automations
- 3,000 emails per month
- All core features
- Email support
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CRM Professional
For growing businesses that need more capacity.
£200 a month
- 7,000 contacts
- 10 team members
- 10 marketing lists
- 20 email templates
- 20 active deals
- 10 forms
- 10 automations
- 10,000 emails per month
- Everything in Starter
- Priority support
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CRM Enterprise
For larger teams with high-volume needs.
£500 a month
- 30,000 contacts
- Unlimited team members
- Unlimited marketing lists
- Unlimited email templates
- Unlimited active deals
- Unlimited forms
- Unlimited automations
- 100,000 emails per month
- Everything in Professional
- Priority support
Start your 30-day free trial
Every account starts with a free trial and moves up a plan as you reach its limits.
Further reading
Go deeper
Our longer guide covers what to look for, what to avoid, and how to choose without getting pulled into features built for enterprise sales teams: CRM for Tradesmen: A Practical Guide for UK Trades Businesses.
The bundle
Also for tradespeople
Get the website, Marketing and the CRM together for £100 a month.
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Marketing
Adverts for Facebook, Instagram and Nextdoor, written and designed around your business.
- Advert text in your tone of voice
- Images sized for Instagram, Facebook and Nextdoor
- Your logo and brand colours picked up from your website
£40 a month
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All three
£100 a month
The CRM plus the other two, for one monthly price.
Get the bundle
Questions from 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.
CRM for tradespeople, from £100 a month
Or get the website, Marketing and the CRM together for £100 a month.