What is Trades CRM?
A trades CRM replaces the dog-eared job folder, the paper contact book, and the mental note about which clients are due for their annual service, with a digital system that surfaces the right action at the right time.
- ✓ Stores complete client contact, property, and access information
- ✓ Tracks active contracts, compliance certificates, and renewal dates
- ✓ Records full job history and payment status per client
- ✓ Logs all WhatsApp and email communication per client
- ✓ Flags upcoming contract renewals and compliance certificate expiry
For trades businesses with 50+ clients or a service contract portfolio, a CRM is what allows you to retain every client relationship, meet every compliance deadline, and never miss a renewal.
The problems trades crm solves
Manual workarounds that cost trades businesses hours every week.
Compliance certificates due for renewal with no system to track them
Gas safety certificates, EICRs, and PAT test reports all have annual renewal dates. Without a CRM tracking them, expiry is noticed when the client calls. Not before.
Past one-off clients who could become annual contract holders
Every boiler service job is a potential annual contract. Without a CRM, one-off clients aren't systematically followed up with a contract offer after the job.
No visibility of payment status across multiple active jobs and contracts
Which jobs have been paid, which one-off services are booked but not yet confirmed, which monthly contracts are active, all tracked automatically in Bizzly without a spreadsheet.
Losing commercial client relationships when the main contact changes
When the facilities manager you deal with leaves and a new one arrives, your relationship history needs to transfer with it. A CRM holds the institutional relationship. Not the individual.
How Bizzly works
From sign-up to your first paid booking in under 15 minutes.
Choose your industry Launch Pack
Pick the pre-configured template for your industry. Subscription plans, booking calendar, and Stripe payments are already set up, just add your services and rates.
Customer pays first, then books
A customer subscribes or buys a session pack. Stripe processes the payment. Bizzly creates their quota. They can now book sessions up to their limit.
Calendar enforces quota automatically
The booking calendar only shows slots to customers who have available quota. No double-bookings, no unpaid slots, no manual checking, the system handles it.
How Bizzly handles trades crm
Purpose-built features for trades businesses — not bolted-on workarounds.
Client property profiles
Each client record holds contact details, property addresses (with access codes and notes), equipment installed (boiler model, age, last service date), and all linked compliance documents.
Complete client-property recordCompliance certificate tracking
Gas safety certificates, EICRs, and PAT test reports are logged against the client record with issue date and expiry date. Automated reminders are sent 60 and 30 days before expiry.
Certificate expiry managementHubSpot CRM sync
Connect HubSpot via OAuth in 3 minutes. Every new client is created as a HubSpot contact automatically. Bookings, Stripe payments, WhatsApp messages, and job completions all log to their HubSpot timeline. Build HubSpot workflows from Bizzly events, job completed, contract lapsing, certificate approaching expiry.
Full HubSpot integrationEnquiry and contract pipeline
Track every new enquiry through to booking confirmed, job paid, and completed. HubSpot deal stages map directly to the Bizzly job lifecycle. Know precisely what value is in each stage of your pipeline.
Job pipeline managementReal-world use cases
How trades crm works in practice.
Gas safety certificate renewal campaign
In October, filter all clients whose Gas Safety Certificate was issued in November of the prior year. HubSpot sends a personalised renewal message with a direct booking link. Certificates renewed without any manual outreach list.
Post-job contract conversion workflow
A one-off boiler service is marked complete. A HubSpot workflow triggers 3 days later, a personalised email offering the client an annual service plan at a discounted first-year rate.
Commercial property portfolio management
A property management company holds a contract for 12 units. All 12 property addresses, boiler models, and compliance document histories are managed under one client account.
Quote pipeline by engineer
A 4-engineer business director opens HubSpot. Quotes at each deal stage are visible by value and engineer. Prioritise who follows up which quote this week.
Trades CRM — how Bizzly compares
| Feature | Spreadsheet + manual | Calendly + Stripe | Stripe alone | Bizzly |
|---|---|---|---|---|
| Subscription billing | Manual | Automated | ||
| Booking calendar | Quota-enforced | |||
| Quota enforcement | Built-in | |||
| WhatsApp AI | Included | |||
| Customer portal | Limited | Limited | Full portal | |
| Setup time | Days | Hours | Days | 15 minutes |
Trades CRM — FAQs
More Trades software from Bizzly
Free business guide
How to Start a Trades BusinessReady to set up your trades crm?
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