CRM

Tradie CRM Software: Track Leads and Grow Your Trade Business

Manage leads, track conversions, and grow your trade business with a CRM built for tradies — not corporate sales teams.

The basics

What is tradie CRM software?

CRM for tradies is not about corporate sales pipelines or forecasting dashboards. It is about tracking a lead from the first phone call to the quote to the job — and not losing the ones that do not convert on the spot.

Most tradies run their leads out of their head and their phone's recents list. That works until you are juggling five quotes, three follow-ups, and a referral you promised to call back. A tradie CRM captures every lead in one place, shows you who needs chasing, and tells you which sources actually bring you work — so you stop losing jobs you forgot to follow up on.

How it works

How FMN's Growth CRM works

1

Lead capture

Add a lead with the business name, trade, location, and team size. Capture the lead source so you know where the work came from.

2

Status tracking

Move each lead through New, Contacted, Quoted, Won, and Lost so you can see exactly where every opportunity sits.

3

Conversion tracking

When a lead becomes a job, mark it Won. FMN tracks your conversion rate over time so you know your real win rate.

4

Follow-up reminders

Set a follow-up date on any lead so you never forget to chase a quote or check back in after sending a price.

Why you need it

Why tradies need a CRM

The biggest leak in a trade business is not pricing — it is leads that never got followed up. A CRM plugs that leak:

  • Lost leads — forgetting to follow up after a quote is the most common way tradies lose work they had a real shot at winning.
  • Lead source tracking — know which channels actually bring you work, so you spend your marketing time and money where it counts.
  • Conversion rates — know your real win rate so you can tell whether a slow patch is a lead problem or a closing problem.
  • Growth planning — when you can see your pipeline and your conversion rate, you can plan hiring, capacity, and cash flow instead of guessing.

FMN vs generic

FMN CRM vs generic CRMs

Generic CRMs like HubSpot and Salesforce are built for sales teams running long B2B cycles with dozens of custom stages, automation rules, and reporting layers. For a tradie, that is too much software for too small a problem.

FMN's Growth CRM is built for trades. The fields are trade-specific — business name, trade, location, team size, lead source — and the CRM is integrated with your quoting and job management. When a lead is Won, it flows straight into a project. No exporting, no copying, no second system.

Pricing

Pricing

Growth CRM is included in FMN Pro and the Company plans. There is no separate CRM add-on to buy. If you are on Pro or Company, you already have it.

Start your 90-day free trial

Capture every lead, track your conversions, and stop losing work you forgot to follow up on. 90 days free, no card required.

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FAQ

Frequently asked questions

You can add leads manually with the lead form, or they can come in directly through the FMN Find a Tradie directory when a homeowner enquires about your business. There is no CSV import required to get started.