CUSTOM TRADE SERVICES CRM
Custom CRM for trade services.
A proven Zoho CRM trade services pack, customisable around the way your business manages enquiries, jobs, schedules, compliance, quoting, invoicing and reporting.
Enquiries
Accounts
Jobs
Work schedules
Toolbox talks
Finance connection to Zoho Books and/or Zoho Inventory
Custom CRM solutions from
$2,500
Scales based on users, complexity, workflows and selected add-ons.
Zoho Books and Zoho Inventory can be connected to the CRM, but full finance setup can be purchased as an add-on.
BUILT FOR TRADE BUSINESSES
Everything in one place
Manage leads, jobs, clients, compliance and documents in one system.
Work smarter
Automate tasks, schedules and follow-ups to save time and reduce admin.
Stay on top
Track jobs, staff, compliance and finances with real-time visibility.
Built to grow
Flexible and scalable as your team, systems and business grow.
Better client experience
Fast responses, clear communication and professional service.
KEY FEATURES INCLUDED IN THE ZOHO ONE PACK
Enquiries & Online Bookings
Manage and nurture enquiries and online bookings directly from your Zoho CRM dashboard, with automated workflows across email and SMS.
Job & Time Management
Manage jobs, work schedules, project tasks, time recording and job checklists from one connected dashboard.
Quoting, Invoicing & Cashflow
Manage proposals, invoicing, online bookings and payments. Finance setup in Zoho Books can be added as a Finance Pack add-on.
Compliance Management
Manage Safe Work Method Statements directly from your CRM and send them to clients or contractors for sign-off.
KPIs & Tasks
Use task management, Kanban boards, collaboration tools and performance metrics to track work and improve efficiency.
Account Management
Manage accounts by industry, region or group, including receivables, outstanding projects and follow-up tasks.
HOW IT WORKS – START WITH A PROVEN FRAMEWORK
STEP 1
Select a layout
Choose one of our pre-designed Zoho CRM canvas layouts as your starting point. Each layout includes the same core features, but the design varies.
STEP 2
Customise with us
We run a collaborative workshop to tailor the system with you and your team. This helps create buy-in and ensures the CRM matches how your business works.
STEP 3
Select add-ons
Choose popular add-ons such as Xero, SMS, Claude AI workflow support, Retell AI Voice Agents, ServiceM8, Zoho Books or Zoho Inventory.
STEP 4
Training & support
Register for training and support so your team knows how to use the system with confidence from day one.
AVAILABLE LAYOUTS
Choose a layout customised to your branding
Every layout includes the same core Zoho CRM trade services features — the design and branding is tailored to suit your business.
Artisan
Blueprint
Bluestone
Forge
Redstar
Start with a proven Zoho CRM framework.
Built around your business.
Choose a layout, customise it with us, add the tools you need, then train your team to use it with confidence.
Australian-based
Experienced Zoho experts
Solutions that scale
POPULAR ADD-ONS & INTEGRATIONS
Claude AI Workflow Support
Use Claude AI to assist with summaries, follow-ups, record updates, reporting and workflow support.
Retell AI Voice Agents
Answer calls, capture enquiries, book jobs and push call summaries into Zoho CRM.
Xero Integration
Connect CRM activity with Xero invoices and customer information to reduce double handling.
$500 per annum
SMS Reminders
Send reminders, updates and follow-ups directly from your CRM.
ServiceM8 Integration
Connect jobs, clients and operational data between ServiceM8 and your Zoho CRM.
$500 per annum
Zoho Books Integration
Add Zoho Books as a Finance Pack add-on for full accounting and financial reporting.
Zoho Inventory Integration
Add Zoho Inventory as a Finance Pack add-on for stock and inventory management.