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CRM for Tradies

Stop Losing Jobs to the Tradie Who Called Back First

ServiceM8, Tradify, and AroFlo manage the job — HelloGrowthCRM wins it. Capture every enquiry, quote on the spot, and chase every quote by SMS, WhatsApp, or a one-tap call-back. US$12/user/month (about A$18), free to start.

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Free Forever • No Credit Card Required

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Tradies CRM

Live sample workspace for Tradies: Quotes on the spot: build and send a quote from your.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Quotes on the spot

1

Tradies Account

Quotes on the spot: build and send a quote from

A$36K

SMS and WhatsApp follow-up

1

Tradies Opportunity

SMS and WhatsApp follow-up: chase quotes on the channels Australians

A$17K

Built-in dialer

1

Tradies Renewal

Built-in dialer: call back missed enquiries in one tap, with

A$9.8K

Lead capture from every

1

Tradies Follow-up

Lead capture from every source: web form, phone, Facebook, and

A$48K

Quick answer

Is HelloGrowthCRM right for CRM for Tradies?

Yes. HelloGrowthCRM gives CRM for Tradies a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like a homeowner with a leaking tap messages five handymen and hires the first to reply; you answer at lunch and lose the morning's jobs — rather than generic sales busywork.
  • Quotes on the spot: build and send a quote from your phone before you leave the driveway, while the job is still warm
  • SMS and WhatsApp follow-up: chase quotes on the channels Australians actually answer, straight from the deal record
  • Built-in dialer: call back missed enquiries in one tap, with the call logged against the lead automatically

See pricingBook a demo

HelloGrowthCRM

Capture. Follow up. Close.

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.
  1. Step 1

    Capture

    Web forms, WhatsApp, calls and ads land in one inbox

  2. Step 2

    Qualify

    AI lead scoring flags who is ready to talk

  3. Step 3

    Assign

    Routed to the right rep automatically

  4. Step 4

    Follow up

    Reminders, sequences and WhatsApp nudges

  5. Step 5

    Track the deal

    Stages, value and next step in the pipeline

  6. Step 6

    Win & retain

    Renewals and repeat business stay on the radar

Every call, message and email is logged on the contact — the history travels with the lead.

One contact record, one pipeline, one clear next step.

01

Job management software runs the job — it doesn't win the job

Australian trade businesses are well served after the work is won: ServiceM8 (from A$29/month), Tradify ($47/user/month), and AroFlo (from A$39) handle scheduling, job cards, timesheets, and invoicing properly. But look at what happens before that point. Enquiries arrive by phone while you are on the tools, by web form overnight, and by Facebook message on the weekend. Quotes go out and are never chased. None of the job-management platforms are built to fix that, because it is not their job — it is a sales problem, and it needs a sales CRM. HelloGrowthCRM is the layer in front: it catches the enquiry, gets the quote out, and chases it until the answer is yes or no.

02

Every enquiry captured, every missed call returned

The most expensive number in a trade business is the enquiry that never got a call-back. When you are up a ladder, calls go to voicemail — and the customer rings the next tradie on the list. HelloGrowthCRM puts every enquiry from every source into one pipeline: phone, web form, Facebook, and referrals. Missed calls become queued call-backs you clear at smoko with the built-in dialer, one tap per lead, each call logged automatically. Nothing depends on remembering, and nothing lives only in your ute's passenger seat notebook.

03

Quote on the spot, then chase every quote

Two habits separate trade businesses that grow from those that plateau: quoting fast and following up always. HelloGrowthCRM lets you build and send the quote from your phone before you leave the site, while you are still the tradie the customer just met. Then it schedules the follow-up automatically — a WhatsApp or SMS nudge two days later takes seconds and feels natural, because it is the channel your customers already use. Silence stops being a lost job and becomes a task in a list. Across a month of quotes, chasing every one is the cheapest revenue recovery available to a small crew.

04

Won jobs flow into Xero and your job platform

Winning the work should not create admin. When a quote is accepted and the deal is marked won, the two-way Xero sync creates a GST-coded draft invoice — no re-typing line items, no BAS-time clean-up. Your job management platform keeps doing what it does well: scheduling the crew, running the job card, and closing out the work. The CRM and the job tool are not competitors; they are the front half and back half of the same business. HelloGrowthCRM simply makes sure the back half has more jobs to run.

05

Priced for a trade business, supported in your timezone

HelloGrowthCRM costs US$12/user/month — about A$18 — with GST-inclusive billing clarity, so the invoice matches the price with no exchange-rate surprises buried in the ledger. The Free Forever plan (200 leads, one pipeline, 500 tasks, no credit card) lets a sole trader run the whole system at no cost until the volume justifies upgrading. Setup is a guided import from a spreadsheet or phone contacts, and there is no onboarding fee — most tradies send their first quote from it on day one.

Challenges we solve

Common CRM problems in this industry — and how HelloGrowthCRM solves each one

Every team in this space loses revenue to the same recurring gaps. Each card below states one problem and the specific HelloGrowthCRM capability that closes it.

  • Problem: A homeowner with a leaking tap messages five handymen and hires the first to reply; you answer at lunch and lose the morning's jobs.

    How HelloGrowthCRM solves it: Every enquiry across WhatsApp, the website, and ads receives an instant acknowledgement with your arrival window and rate basis, plus a callback task - making yours the first real reply even mid-job.

    HelloGrowthCRM capability: Instant enquiry reply

  • Problem: Quotes for bigger jobs - repainting, bathroom fixes, furniture assembly bundles - get sent once and never chased.

    How HelloGrowthCRM solves it: Quote follow-up sequences nudge the customer at day 2 and day 5 with a simple are-you-ready message and raise a call task after that, winning the jobs that were lost only to silence.

    HelloGrowthCRM capability: Quote chase automation

  • Problem: Double-booked mornings and forgotten afternoon visits happen because the schedule lives in the owner's head and a paper diary.

    How HelloGrowthCRM solves it: Jobs sit on a pipeline with assigned technicians and time slots visible on the mobile app, so dispatch sees who is free, who is delayed, and which customer needs a running-late message before they call angry.

    HelloGrowthCRM capability: Job scheduling and dispatch

  • Problem: Completed jobs end at payment, even though every household needs another repair within months and has already forgotten your number.

    How HelloGrowthCRM solves it: Post-job sequences send a thank-you, a save-this-contact card, and a seasonal check-in - AC service before summer, waterproofing before rains - turning one-time fixes into a repeat household roster.

    HelloGrowthCRM capability: Repeat customer sequences

  • Problem: Technicians finish a visit and report by phone, so what was done, what parts were used, and what was promised goes unrecorded.

    How HelloGrowthCRM solves it: The mobile app lets each technician close the job on site with notes and next-visit needs, building a per-customer history that makes the next booking faster and disputes rare.

    HelloGrowthCRM capability: Field job closure app

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Quotes on the spot: build and send a quote from your phone before you leave the driveway, while the job is still warm.
  • SMS and WhatsApp follow-up: chase quotes on the channels Australians actually answer, straight from the deal record.
  • Built-in dialer: call back missed enquiries in one tap, with the call logged against the lead automatically.
  • Lead capture from every source: web form, phone, Facebook, and word-of-mouth enquiries all land in one pipeline.
  • Quote pipeline you can read at smoko: sent, followed up, accepted, lost — no spreadsheet archaeology.
  • Automatic follow-up tasks: every quote gets a chase-up reminder, so silence never means forgotten.
  • Two-way Xero sync: accepted quotes become GST-coded draft invoices in Xero without re-typing.
  • Works alongside job management: keep ServiceM8, Tradify, or AroFlo for the job — the CRM wins the job first.
  • US$12/user/month (about A$18): flat pricing with GST-inclusive billing clarity, plus a Free Forever plan to start.

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

CRM guides for related industries

See how teams in similar industries run their pipelines in HelloGrowthCRM.

Ready to grow?

Join small businesses that close more deals with HelloGrowthCRM.

Free Forever • No Credit Card Required

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Free Forever • No Credit Card Required

Prefer email? Write to sales@hellogrowthcrm.com