Capture every lead, follow up faster, and never lose a customer because you forgot to call back — all from the jobsite.
Start Free Trial — No Credit CardLess busywork. More closed jobs.
Log a new lead in under 30 seconds. Name, contact, job type, source — everything you need to follow up. Never lose a potential job to a forgotten voicemail.
Set a follow-up date for any lead. AI also suggests when to follow up based on your conversation history and lead status.
AI builds a brief on every customer — past jobs, preferences, notes, spending history. Walk into every conversation knowing exactly who you're talking to.
Photograph a business card and AI extracts and saves the contact automatically. No typing, no lost cards.
Keep a directory of subs, suppliers, and other tradespeople. Tag them by trade and find who you need in seconds.
See all your active leads by stage. Move them from new lead to quote sent to job booked with a tap. Nothing falls through the cracks.
Most contractors don't lose jobs because they're too expensive. They lose them because they didn't follow up. A customer calls two or three contractors. The one who gets back to them first — or follows up a second time — almost always gets the job. The others were too busy on the current job to remember.
A contractor CRM solves this. Every lead is logged, every follow-up is scheduled, and you get a reminder when it's time to call. You stop relying on memory and start winning jobs on follow-up alone.
Traditional CRM software was built for sales teams with dedicated account managers and time to sit at a desk. TradeBase CRM was built for a contractor who has 10 minutes between jobs. It's fast, it's simple, and it does exactly what you need:
TradeBase AI builds a brief on every customer automatically. Before you pick up the phone or pull up to their house, you can see their job history, what they spent, any notes from past visits, and any preferences you've logged. You sound prepared because you are — even when you haven't thought about them in six months.
Free 30-day trial. No credit card required. Works on any phone.
Start Free TrialTradeBase CRM covers the full customer lifecycle — from the first call to the final payment. Lead capture, follow-up reminders, customer profiles, job history, and AI-generated customer briefs are all included. It's purpose-built for contractors, not sales teams.
TradeBase AI looks at your lead's status, how long ago you last contacted them, and the type of job they inquired about, and suggests when to follow up. You can accept the suggestion or set your own date. Either way, you get a reminder when it's time.
Yes. The Trade Contacts section in TradeBase is a directory for your subs, suppliers, and other tradespeople. Tag them by trade type so you can find a plumber, electrician, or drywall sub in seconds when you need one.