Switch from Tradify to HelloGrowthCRM

Tradify is job management software for tradies in Australia, New Zealand and the UK. Enquiries, quotes, scheduling, timesheets, supplier price lists, purchase orders, invoicing and links into Xero, MYOB and QuickBooks. It is priced per user: Lite at $48, Pro at $52 and Plus at $62 per user per month excluding GST, in both AUD and NZD, with a Custom plan on request and a fourteen-day trial. For an electrical or plumbing business with staff on the road, quoting off price lists and running labour against jobs, that is a fair deal and the accounting integration earns its keep every quarter when BAS comes around. Field staff get the job on their phone, the office sees where the work sits, and the invoice lands in Xero without anyone rekeying it.

The gap is at the front. Tradify organises around jobs and quotes. What it does not give you is a sales process. There are no pipeline stages with owners, no dialer, no call recordings, no automatic follow-up. So the missed call from a job site, the website enquiry that arrived Sunday night, and the quote you sent eleven days ago that has gone silent all live in someone's head or in a text thread. For a lot of trade businesses that is where the money actually goes. You are not losing work because the scheduler is wrong. You are losing it because nobody rang back on Tuesday and a competitor did.

HelloGrowthCRM handles that one stretch. Every enquiry becomes a lead with a stage, an owner and a next action. A dialer runs in the browser and in the iOS and Android apps, so calls go out from the record, record automatically, and come back with an AI summary written onto the contact. AI lead scoring puts the enquiries most likely to book at the top of the list. Email sequences, SMS and WhatsApp chase quotes on a timetable you set once, rather than at twenty cents a message sent by hand when someone remembers. Web forms feed the pipeline. There is a quote builder and invoicing, plus reporting dashboards showing enquiries, quotes sent and jobs won. Seats are $12 a month, or $10 on annual.

Now the honest limits, because they decide this for most readers. HelloGrowthCRM is a sales CRM, not job management software. There is no scheduling calendar and no dispatch view. There are no timesheets, no GPS, no materials or supplier price lists, no purchase orders and no job costing. It does not sync to Xero, MYOB or QuickBooks. Tradify does all of that and does it well. If you assign work to tradies on the scheduler, approve timesheets, build quotes off supplier price lists or track job profitability, do not rip Tradify out. You would trade daily operations for a pipeline you could add alongside for a fraction of one Tradify seat.

That leaves two clean choices. If you only ever used Tradify as a customer list and a quote pad, and your scheduler and timesheets are empty, move across and stop paying $48 to $62 a seat for job management you never open. If you genuinely run jobs in Tradify, keep it and put HelloGrowthCRM in front: enquiries land in the CRM, get called back fast, get quoted and get chased automatically, then accepted work is created in Tradify and flows through to your accounting package for GST and BAS. Export customers and quotes from Tradify as CSV, remembering that forms and certificates cannot be bulk exported, import them, map quote statuses to stages, and you are running in about fifteen minutes.