The CRM That Gets Built Around Your Business
A sales pipeline, job tracker, and automation engine built specifically for trade service companies — fencing, roofing, HVAC, electrical, and beyond. Not a generic CRM with a coat of paint. Purpose-built tools for the way you actually work.
We Build What You Need. Period.
Most CRMs sell you a box. If it doesn't fit your business, that's your problem. We work differently.
Shared Features — Free
If you need a feature and it would help other trade companies too, we build it — at no extra cost. It goes into the platform, everyone benefits, and you helped make it happen.
Custom Builds — Your Way
Need something specific to your operation? A custom workflow, a unique integration, a process that only makes sense for your crew — we'll build that too, on a contract basis.
Direct Access
You're not submitting a feature request into a void. You're talking to the people who write the code.
Why We Built This
Square Peg, Round Hole
We watched trade companies try to force-fit their businesses into CRMs designed for SaaS sales teams and real estate agents.
A fencing contractor doesn't need a “deal stage.” They need to know which jobs are registered with the utility company, which crews are scheduled, and whether the invoice went out.
Built by Listening
A roofing company needs to track leads from first call to final payment — not manage a “sales funnel” designed to sell software subscriptions.
Every feature exists because someone who runs a trade business told us they needed it.
Your Whole Operation. One Screen.
From the first phone call to the final invoice, 4Trades tracks every step. No switching between six different apps. No copy-pasting between spreadsheets. One system that follows the way your work actually flows.
Sales Pipeline
Visual, drag-and-drop, yours.
Drag-and-Drop Board
See every lead at a glance on a board you customize to match your process. Drag cards between stages. Set up your columns however you want — “New Lead → Site Visit → Estimate Sent → Contract Signed” or whatever makes sense for your trade.
Full Lead Detail
Click into any lead for the full picture — contact info, interaction history, tasks, emails, documents, everything.
Fully Customizable
- Customizable pipeline stages with drag-and-drop
- Follow-up reminders so nothing slips
- Filter by owner, source, status
- Field staff see their leads; managers see everything
Job Board — From Sold to Paid
When a lead becomes a job, it moves to your job board — another drag-and-drop board built for tracking active work.
Job Pipeline
Scheduled → In Progress → Completed → Invoiced. Or whatever stages make sense for you.
Crew Management
Assign crew members. Track hours. Every job links back to the customer, the site, and the full history of how you got there.
Completion Reviews
- Document and photo management
- Compare estimates against actuals
- One-click invoicing through QuickBooks
Register Board — Compliance Without the Chaos
For trades that deal with utility locates, permits, lien notices, or regulatory steps between selling a job and starting work.
Automatic Flow
Leads move from your sales pipeline to the register board automatically. Track each compliance milestone as its own column. When everything's clear, move it to the job board and get to work.
Replace the Spreadsheets
No more spreadsheets for tracking which jobs have their locates ordered. No more sticky notes for lien notice deadlines.
Bid Board — Win More Work
Full Bid Lifecycle
Track competitive bids from the moment they come in to the final award. See what's new, what's under review, what you've submitted, and what you've won — all on one board.
Contacts & Accounts
Your whole rolodex, organized.
Connected Everything
Every person connects to their company, job sites, leads, jobs, and every interaction you've ever had with them.
Referral Tracking
See who's sending you business. Log every call, email, and meeting. Know the full story before you pick up the phone.
Bulk Import
Upload a CSV and get started fast with automatic duplicate detection and smart field mapping.
Email That Actually Tracks
Send emails right from the CRM and they automatically attach to the right lead.
Auto-Threaded Conversations
We add an invisible tracking code to every outbound email — when the customer replies, the conversation shows up in the lead's timeline automatically. No manual logging.
Send as Yourself
Connect your Microsoft Outlook or Gmail account and send emails from your real email address, inside the CRM. No “did someone email that customer back?”
Task Management & Follow-Ups
Organized Work
Create tasks tied to leads, jobs, or contacts. Set due dates. Assign them to team members. See everything on a calendar or in a priority list.
Follow-Up Dashboard
See what needs attention right now — overdue tasks, upcoming deadlines, leads that haven't been touched. Visual alerts make sure nothing gets buried.
QuickBooks Integration
Estimates to invoices to payments — without leaving the CRM.
Full Financial Flow
- Create estimates from leads with line items
- Convert estimates to invoices with one click
- Record payments against invoices
Everything in One Place
See invoice status and payment history right on the job card. No double entry. No switching tabs.
Analytics — Know Your Numbers
See your business at a glance.
Lead Intelligence
- Leads over time — daily, weekly, monthly
- Breakdown by source and industry
- Time-in-stage analysis
Performance Tracking
- Won/lost tracking
- Close rate analysis
- Export to CSV or Excel
Team Management
Three roles that match how trade companies actually work.
Owners
Full control — settings, team management, integrations, everything.
Office Managers
Run the day-to-day — manage leads, contacts, tasks, and team members.
Field Staff
See what they need — their assigned leads, their jobs, their tasks. No clutter, no confusion.
Invite team members with one click. Reassign leads and contacts when crews change.
Automations
Your business runs itself (almost).
What's Live Now
- Automatic SMS and email on new leads
- Appointment confirmations
- Day-before reminders
- ETA notifications with real-time drive time
- Stage-based triggers
What's Coming
Automation rules you define: “When X happens, do Y.” We're building this in collaboration with our users — tell us what's eating your time, and we'll automate it.
Built-In AI Assistant with Voice Support
No other CRM lets you run your business hands-free like this. Talk to your CRM and it takes action — not just notes.
Voice-First Operations
Pair 4Trades with a wearable voice recorder. Finish a conversation at a networking event — a new contact appears in your CRM before you get back to your truck.
AI That Does the Work
Create contacts, update jobs, log notes, assign tasks, trigger workflows — by talking, not typing. The AI extracts names, phone numbers, project details, and follow-up dates automatically.
Zero Manual Entry
Meet a homeowner on a job site. Talk through the project scope. The AI captures the details and creates the follow-up task. Your CRM updates itself.
“Your pocket assistant doesn't just take notes. It takes action.”
Plays Nice With Your Tools
QuickBooks
Estimates, invoices, payments — two-way sync.
Outlook & Gmail
Send and receive email, calendar sync, all from inside the CRM.
SMS
Automated text messages to customers.
AI Assistant
Voice-powered contact creation, note logging, and workflow automation.
Each integration is a toggle. Turn on what you use, ignore what you don't.
Customization — Make It Yours
Every business is different. 4Trades lets you configure almost everything.
Pipeline Stages
Name them, color them, reorder them.
Field Visibility
Show the fields you use, hide the ones you don't.
Dropdowns & Branding
Customize industries, lead sources, loss reasons. Add your logo, your colors, your app name.
Feature Toggles
Turn entire modules on or off. This isn't a one-size-fits-all tool — it's a tool that fits.
Import & Data Migration
Get started in minutes — not weeks.
Bring Your Data With You
Already have a spreadsheet of contacts or leads? Upload a CSV and our import wizard handles the rest — automatic duplicate detection, smart field mapping, and a clear error report so you know exactly what needs fixing. No starting from zero.
Pricing
4Trades CRM
Purpose-built tools for the way trade companies actually work.
Built for Trades. Built With You.
If you're running a trade company and your current system isn't cutting it — or if you're still running on spreadsheets and sticky notes — let's talk.
Get Started