A Contractor CRM That Works in the Field, Not Just the Office

Track every lead, follow up on every quote, and keep a complete history of every customer — without complicated software or a dedicated office manager.

No signup required for demo. Built for contractors.

Most contractor 'systems' aren't systems at all.

  • Leads come in by text, call, and email with no single place to track them
  • Follow-ups forgotten because there's no reminder
  • Customer history spread across old invoices, texts, and memory
  • No way to see which customers haven't heard from you in months
  • Sales pipeline that lives entirely in someone's head

TradeBase puts it all in one place.

A CRM built for how contractors actually work.

TradeBase isn't generic business software with contractor features bolted on — it was built from scratch for contractors. Every lead gets logged. Every customer has a record. Every quote, job, and invoice is tied together. You can follow up on open quotes, see who owes money, and know exactly what's happening across your whole business from your phone.

See It in Action — Free Demo

What you get with TradeBase

📥

Lead Tracking

Log every inquiry — call, referral, web form — and move them through your pipeline.

👤

Customer Profiles

Full history per customer — jobs, quotes, invoices, payments, and notes.

📋

Quote Tracking

See which quotes are out, which were approved, and which need a follow-up.

🔨

Job Pipeline

Track every active job by status so nothing gets dropped.

💬

AI Follow-ups

AI drafts professional follow-up messages for stale quotes and overdue invoices.

📱

Mobile-First

Designed for a phone screen. Fast and usable in the field.

🤖

Client Intel

Get an AI summary of a customer before every call or site visit.

📊

Business Overview

Dashboard with unpaid totals, leads count, jobs today, and sent quotes.

📤

Customer Portal

Branded portal for customers to view quotes, sign, and review invoices.

Why Contractors Choose TradeBase

Built for the phone. Built for the field. Not a spreadsheet in disguise.

  • ✓ Send quotes and invoices in under 2 minutes
  • ✓ Track every job, lead, and customer in one place
  • ✓ No complicated setup — get started today
  • ✓ Works entirely from your phone

No credit card. No complicated setup.