TradeCRM Help
How can we help?
Plain-English, step-by-step guides for everything in TradeCRM. No jargon, no tech-speak.
Getting started
Create your account, set up your business and get going.
Customers & leads
Add customers, collect enquiries, and reply to them.
- Add a customer by hand
- Import your customers from a spreadsheet
- Add a lead (enquiry) yourself
- Collect enquiries from your website or a shareable link
- Understand lead statuses and how to change them
- Reply to a customer (and approve AI replies)
- Add notes to a customer or a lead
- Find and sort your leads and customers
Quotes
Create, send and chase quotes.
Automation & AI
Follow-ups, the AI assistant and free local leads.
To-dos, reports & alerts
The everyday tools that keep you on top of things.
Maps & mileage
Set up Mapbox, plan routes and log your miles.
Team & account
Invite your team, change your look, stay secure.
Plans & billing
Subscribe, upgrade, and manage payments.
Most asked
Popular guides
Create your account and start your free trial
Sign up in a couple of minutes. You get 14 days free, and you don't need a card.Getting startedAdd a customer by hand
Add a customer's name, phone, email and address in under a minute.Customers & leadsAdd a lead (enquiry) yourself
Record an enquiry you got by phone, text or in person.Customers & leadsCollect enquiries from your website or a shareable link
Put a form on your site, or share your own enquiry page, so enquiries land in TradeCRM.Customers & leadsReply to a customer (and approve AI replies)
Write an email, let AI draft one, or approve a reply that's waiting for you.Customers & leadsCreate a quote
Build a quote with line items, VAT and reminders, and save it as a draft.QuotesSet up automatic follow-ups on new leads
Choose whether and when TradeCRM nudges customers who go quiet.Automation & AIUse the AI assistant
Ask in ordinary words to look things up, add customers, draft replies and start quotes.Automation & AICreate and manage to-dos
A simple list for the jobs behind the jobs: add, tick off, reorder and edit.To-dos, reports & alertsSet up maps with a free Mapbox token
Create a Mapbox account and token, lock it down, and paste it into TradeCRM to switch on maps, address suggestions and mileage.Maps & mileagePlan a route and keep a mileage log
Pick the day's jobs, let TradeCRM find the best order, and save the trip to your log.Maps & mileageAdd a team member
Invite a partner or colleague by email, and choose what they can do.Team & accountChange your theme colour and switch on dark mode
Pick orange, red, green, blue or purple, and choose dark mode.Team & accountSubscribe, upgrade or change your plan
Pick Starter, Business or Pro and pay securely by card.Plans & billing
Sign up in a couple of minutes. You get 14 days free, and you don't need a card.Getting startedAdd a customer by hand
Add a customer's name, phone, email and address in under a minute.Customers & leadsAdd a lead (enquiry) yourself
Record an enquiry you got by phone, text or in person.Customers & leadsCollect enquiries from your website or a shareable link
Put a form on your site, or share your own enquiry page, so enquiries land in TradeCRM.Customers & leadsReply to a customer (and approve AI replies)
Write an email, let AI draft one, or approve a reply that's waiting for you.Customers & leadsCreate a quote
Build a quote with line items, VAT and reminders, and save it as a draft.QuotesSet up automatic follow-ups on new leads
Choose whether and when TradeCRM nudges customers who go quiet.Automation & AIUse the AI assistant
Ask in ordinary words to look things up, add customers, draft replies and start quotes.Automation & AICreate and manage to-dos
A simple list for the jobs behind the jobs: add, tick off, reorder and edit.To-dos, reports & alertsSet up maps with a free Mapbox token
Create a Mapbox account and token, lock it down, and paste it into TradeCRM to switch on maps, address suggestions and mileage.Maps & mileagePlan a route and keep a mileage log
Pick the day's jobs, let TradeCRM find the best order, and save the trip to your log.Maps & mileageAdd a team member
Invite a partner or colleague by email, and choose what they can do.Team & accountChange your theme colour and switch on dark mode
Pick orange, red, green, blue or purple, and choose dark mode.Team & accountSubscribe, upgrade or change your plan
Pick Starter, Business or Pro and pay securely by card.Plans & billing
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