CRM for tradesmen and small trade businesses
Tradesmen win work on speed and reputation. The job goes to whoever calls back first and remembers the boiler that was serviced two years ago. axoCRM gives a small trade business a phone-friendly CRM for quotes, jobs and repeat customers.
- N Note added
- D Deal moved
- T Task completed
- E Email logged
Where teams get stuck
Enquiries get missed when you're on the tools
A website form plus a shared contact list means an enquiry never disappears into a voicemail.
Quotes don't get chased
Tasks on every open quote prompt the second call that wins the job.
Repeat business is forgotten
Custom fields and notes turn last year's customer into this year's recall booking.
How axoCRM helps
axoCRM is a simple trade CRM that fits a one-van or small-team trade business — without the price tag of field-service platforms.
- 1Capture enquiries via a website form.
- 2Quote and track jobs in a Quotes → Won pipeline.
- 3Set follow-up tasks for every open quote.
- 4Record property/job details as custom fields.
- 5Use tasks for annual recalls and services.
Key features
Lead capture form
An always-on contact form for your site.
Quote pipeline
See every quoted job and its status.
Custom fields
Address, job type, boiler model — whatever you need.
Tasks
Quote chasers, recalls and follow-ups.
Mobile-friendly
Works on the van iPad as well as the office laptop.
See the full features overview for more.
Simple, annual pricing
If you're a busy tradesman losing quotes because nobody chased them, axoCRM puts the basics in place. Free plan available. Paid plan is $39 / £29 / €35 per user per year — billed annually, no monthly upsell.
- Free plan: 1 user, 250 contacts.
- Paid: $39 / £29 / €35 per user per year.
Related reading
FAQ
- Is this a job management app?
- No — axoCRM handles enquiries, quotes and customer history. Pair it with your invoicing and job apps.
- Does it work on a phone?
- Yes — it's mobile-friendly.
- Can I record service history?
- Yes — use notes and custom fields on the contact.
- Can I have a public quote form?
- Yes — publish a hosted lead form.
Ready to try axoCRM?
Start on the free plan. No credit card required.