Best CRM options for UK tradesmen

Our scoring, in plain terms

We gave weight to three things. Lead status: can you see at a glance which enquiries are new, quoted, chased, won or lost? Quote handling: is the quote a PDF you attach to an email, or a page the customer opens and accepts? And connections: does the CRM receive leads automatically from the website and the phone, and does it trigger anything, such as a review request, when a job closes?

We also noted whether the CRM is the core product, an optional extra, or a side feature of a web build. That shapes how much attention it will get in a year's time. For why so many of these tools end up unused, see why most trades CRMs fail.

1. Tea Powered Projects

Best for: Trades investing in a premium bespoke website who want the platform and support behind it

Tea Powered Projects, in Nottingham, builds websites for trades on its own CMS platform, with no WordPress plugins to maintain, and adds conversion rate optimisation, local and technical SEO, Google Business Profile work, hosting and IT support, and AI consultancy. Trades named are plumbers, builders, electricians, locksmiths, drain engineers and auto locksmiths, with published results for a locksmith, a drain engineer and an auto locksmith.

Pricing is published and it is at the premium end: a bespoke trade site costs £4,500 upfront plus a monthly platform plan from £95 to £1,000, on a 12-month minimum, with managed SEO from £500 a month. The CRM angle here is the platform itself. Enquiries from the site are captured and managed within the system you are paying for, and the agency's IT support covers the stack.

This is a different proposition to a lightweight lead board. You are buying a serious web asset with the data layer underneath it, and the price reflects that. The agency also serves non-trade verticals, so trades are a specialism rather than the whole business.

2. Riley Marketing

Best for: Sole traders and small firms who want a CRM with quote pages included in a fixed monthly fee

Riley Marketing's foundational growth system includes a CRM with lead status tracking and branded custom quote pages hosted on the trade's own domain, as part of a £149 a month fee at the time of writing. The same fee covers an SEO-focused website with service and location pages, Google Business Profile optimisation, Google review automation that reactivates past customers, and missed call text back.

The CRM is fed from both ends. Enquiries from the website and missed calls land in it with a status, and when a job closes the review request fires from it. The quote is a branded page the customer opens on their phone rather than a PDF attachment, which makes it trackable: you can see whether it was opened. We have written separately about why quote pages beat PDF quotes for exactly this reason.

On a one-van budget the economics are straightforward. Many standalone CRMs cost £30 to £60 a month for one seat and do nothing about the website or the phone. Here the CRM is one part of a connected chain for a single fee, with the system built before you pay, unlimited revisions, no setup fee and no notice period to cancel.

Founder Tom Riley has ten years in search and lead generation, previously led organic growth at an insurtech and has run his own lead generation websites. Clients deal with him directly. The agency works with electricians, plumbers, heating engineers, roofers, builders, window and door fitters, decorators, landscapers, plasterers and kitchen fitters, and has built sites for Anglia Decor and SET Building & Brickwork.

3. Local Leads Accelerator

Best for: Electricians who want lead tracking tied to local SEO and Local Services Ads

Local Leads Accelerator runs a 12-week programme that combines local SEO and map pack work, Google Local Services Ads, a conversion-focused website, missed call text back with automated follow-up, and lead tracking and reporting. Its headline is that clicks do not pay the bills, jobs do, and it reports on cost per booked job.

Electricians are its primary trade, with joinery and carpentry, cleaning, waste removal and exterior services also listed. The lead tracking element serves the reporting rather than acting as a full CRM, and pricing is not published. Case studies show before and after ranking results for a cleaning business and a carpentry firm.

4. SanXpert Digital

Best for: Trades running Google Ads who want out-of-hours leads captured automatically

SanXpert Digital says it works exclusively with trade businesses and has done so for 12 years, across more than 80 UK towns and cities. Its services are Google Ads, Google Business Profile management, local SEO, AI automation for out-of-hours lead capture, AI visibility work for ChatGPT and Gemini recommendations, and web development. It builds campaigns around trade-specific sales cycles, separating emergency work from replacement work.

It charges a fixed monthly fee with no percentage of ad spend, rolling monthly with no contract, though prices are not shown. Trades named include roofers, plumbers, electricians, builders, gas engineers, landscapers, drainage engineers, solar installers, EV charger installers and glaziers. The CRM function is really the out-of-hours capture layer; there is no described pipeline product. Case studies are limited to a roofing testimonial.

5. We Build Trades

Best for: Multi-van home service firms wanting a CRM pipeline inside a managed ads platform

We Build Trades offers an AI-powered growth system joining a website, paid media across Google, Meta, TikTok and Bing, AI-powered lead follow-up, and a CRM pipeline with reporting, plus area exclusivity. It claims more than 300 trade companies as clients and says the system has been refined since 2017. Heating, boilers and heat pumps, electrical, roofing, and solar and EV charging are the named trades.

The CRM pipeline is explicitly part of the offer, which puts it ahead of several entries here on paper. On the other hand, there is no published pricing and no case studies, so the depth of the pipeline and what it costs are both unknown until you speak to them.

6. Scale Through Us

Best for: Trades that already have a CRM and want an agency to wire ads and automation into it

Scale Through Us, in London, sells a fully managed growth department covering Facebook, Instagram and Google ads, web design, SMS marketing, reputation management, email, SEO, growth consultancy, and CRM integration and automation. It limits itself to three businesses per niche per location.

The phrase is integration rather than provision. This is a service to connect and automate a CRM you bring, not a CRM of its own. Pricing is not published and proof consists of three short testimonials from electrical, roofing and driveway clients. Trades listed include roofing, electrical, plumbing, solar, driveways and paving, construction, HVAC, damp proofing, renovations and bathroom fitting.

The six compared on CRM substance

So which CRM should a tradesman actually use?

If you run one or two vans and currently quote from a notes app, the answer is the simplest tool that is automatically fed and automatically triggers something. On that test Riley Marketing is the clearest fit: leads arrive from the site and the phone, quotes go out as pages, and the review request fires when the job closes. The fixed fee and pay-after-build terms remove most of the risk of trying it. Our one-van CRM guide walks through the minimum setup that works.

If you are spending serious money on a flagship site and want the data platform under it supported by the same people, Tea Powered Projects is a coherent, if expensive, choice. If you are a multi-van firm already committed to paid media, We Build Trades and Scale Through Us are worth a call, with the caveat that you will be asking them for the numbers they have not published.

Whatever you choose, the CRM is where you should be measuring marketing in booked jobs, not in a spreadsheet of leads somebody else sends you.

Frequently asked questions