Client Management
Complete CRM for trade businesses. Store customer details, track communication, and build lasting relationships.
Complete Customer Database
Store all customer information in one place:
- Contact details
- Property information
- Job history
- Preferences and notes
Communication Tracking
Track all customer interactions:
- Phone calls and emails
- Site visits
- Quotes sent
- Jobs completed
Build Relationships
Use customer information to build stronger relationships:
- Remember customer preferences
- Reference past work
- Identify repeat business opportunities
- Request referrals
Start managing clients better
Try TradePlan free for 14 days and see how it helps you build better customer relationships.
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