TradesToolbox
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Workflow — CRM

One record per customer.
Built up automatically.

People, jobs, companies, and a full timeline of every email, call, and note — in one place. Start with manual entry; let the other workflows fill it in from there.

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How it works

Add a contact — or let the work do it

Create people, jobs, and companies manually from day one. As email replies, calls, and quotes come in, the record builds automatically from those interactions.

One timeline per contact

Every email touched, call logged, status change, and note threads chronologically against the person. No switching between apps to piece together what happened.

Light enough for the van, useful at the desk

People, Jobs, Companies — three lists. Status transitions forward (and one step back for corrections). CSV export. No surprises, no training required.

In the portal

CRM people list with status and last activity
CRM people list with status and last activity
Person timeline — emails, calls, and notes interleaved
Person timeline — emails, calls, and notes interleaved

See it in action

What's included

  • People, Jobs, and Companies — three entity types covering every trade relationship
  • Status pipeline per entity: enquiry → appt booked → quoted → started → complete → paid
  • Activity timeline per contact: status changes, emails, calls, notes — all in chronological order
  • Dedup banner at creation — if a phone or email matches an existing record, you're warned before a duplicate is created
  • Filter chips on the timeline: Comments / Status / Emails / Documents
  • Auto-populated from other workflows: draft email replies, logged calls, approved SMS exchanges all write into the relevant contact's history
  • Referrer field on Person and Job — track where business came from, survives linked record deletion
  • One-click CSV export per entity type for offline use or handoff

The CRM is the foundation — other workflows like auto-draft emails and calls write into it automatically as they run, so the record builds without extra effort.

Common questions

Does it replace my existing spreadsheet?

It can. Start by adding the contacts you care about; the record gets richer as jobs progress and emails and calls are logged against them. Export to CSV at any point if you need a snapshot.

What's a 'Job' versus a 'Person'?

A Person is the contact — Maureen from Elm Close who needs a boiler. A Job is the piece of work — 'Boiler replacement, Elm Close, March.' One person can have multiple jobs over time. Companies sit above both, useful if you work with other businesses.

Can it be used by itself without the other workflows?

Yes. CRM works from a cold start with manual entry. The other workflows — auto-draft, calls, calendar — write into it when they run, but none of them are required to get value from a clean contact list.

Does it auto-merge duplicates?

No auto-merge. When you create a new contact, if the phone or email matches an existing record you'll see a banner suggesting you open, merge, or create a new one. The decision is yours.

Next step

Every contact, every job,
one place.

Book a 30-minute call. We'll walk through how the CRM connects to your existing inbox and call log — and what a working week looks like once it's running.

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