View work by day, week or month. Schedule technicians and keep track of maintenance still to be planned. Automatic scheduling is discussed and checked beforehand.
Smart CRM for trade businesses
More control over your work.
Less paperwork.
Customers, jobs, schedules and work orders. A clear overview in the office and on the road. For plumbers, installers and other tradespeople.
Your own CRM system from €995one-off + €39.95 per monthExcluding VAT · View the packages →
Installation & serviceOffice & field workPersonal introduction
CRMTech · illustrative job overview
WORKSPACE
▥ Dashboard
▤ Scheduling
◷ Work orders
◇ Contacts
▧ Quotes
▤ Maintenance
Job overviewToday
Open tasks12At a glance
Scheduled jobs8This week
Completed work orders24This month
CUSTOMERJOBTECHNICIANSTATUS
Example LtdMaintenanceMarkCompleted
Customer AFault repairTomScheduled
Customer BInstallationMarkScheduled
Design illustration with fictional data · not a live product view.
CRM for trade businesses
Central management of customers and work.
We cover this in the demo. We show you what is available and what suits your business.
Record hours, materials and work done. Add photos and videos, let the customer sign and email the work order.
Business and private customers, contacts and suppliers in one place. With appointments and a history for each customer.
Keep track of maintenance and previous visits. Use checklists and record issues, extra work and materials.
Turn a quote into a job. Email an order confirmation and get the work ready to schedule.
Keep completed work ready for invoicing. We review the invoicing steps you need in the demo.
Exact Online
Connect CRMTech with Exact Online. The connection is used in practice; we agree beforehand which data your business exchanges and how it is connected.
Additional CRM features
Hours, materials & sign-off
Record time and materials, including repeat visits. We discuss digital signatures and emailing job sheets in the demo.
Photos and documents
Keep photos, videos and attachments with the work. Useful for colleagues and the next visit.
Quote follow-up
Keep track of draft, sent and opened quotes. Continue with the order and scheduling after acceptance.
WhatsApp & email
WhatsApp conversations linked to the customer, with message templates and labels. Create a task from a message. We discuss email and mailings during setup.
Tasks & materials
Keep track of prospects and open tasks. Set priorities and put required materials on an order list for the van.
Mobile working
Open the CRM as an app from your home screen. Record work over several days and add photos or videos on site.
Availability and setup vary by package. We show the features you need in a demo.
Implementation and data migrationImplementation and
Implementation and
data migration.
We review your customer list and how you work today. Then we agree what can be transferred and what setup will cost.
Discuss it in a demo →Frequently asked questions
Suitable for a small business too?
Whether you work alone or with a small team, you can request a demo.
Pricing
CRMTech Start: from €995 one-off + €39.95 per month, excluding VAT. You can build a tailored package between Start and Complete. CRMTech Complete: €2,500 one-off + €180 per month. Pay annually in advance for a 10% discount on the subscription. View pricing details →
Does it work with WhatsApp and email?
WhatsApp is a separate module. We check the connection and any external messaging costs before you order. Email integrations are also agreed in advance.
Alongside our CRM
Websites
From a clear design to a mobile-friendly business website: we help you present your services, service area and contact details.
See what we build, how we work and how we agree on hosting and maintenance.
More about website design →Your own website
from €450.
One-off · excluding VAT
We agree the content, page count and any hosting or maintenance in advance.
Discuss your website →Personal demonstration
Request a demo →Explore CRMTech for your organisation.
Discuss your business processes and receive advice on a suitable CRM setup.