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Customer CRM
Every customer, every job, every record — in one place.
Customer records are created automatically when someone books. By the time you've done three jobs for someone, Tradeify knows their total spend, job history, invoice history, and any notes you've added. Tag customers (VIP, good payer, commercial) to filter and prioritise.
What's included
✓
Auto-created on first booking — no manual data entry✓
Name, phone, email, address, company name✓
Total spend, job count, last job date — calculated automatically✓
Full booking and invoice history per customer✓
Inline tag editor — add, remove, suggest tags✓
Source tracking — booking page, quote, manual✓
Email opt-out status with unsubscribe supportTry it free for 30 days
No credit card required. Job evidence included in every plan.
Start free — 30 days →