Best trade CRM tools for managing enquiries and jobs

How to judge the options

Score each option against the questions below using one real job or one real week of enquiries. Feature lists rarely predict what a small team will actually keep using.

• Does a won quote become a job automatically?
• Can site staff add evidence without office training?
• Are variations tracked to invoice?
• Is customer communication stored against the job?
• Can you see today what needs your attention across all jobs?

Where Keystone Site fits

For UK builders and installers, Keystone Site is the strongest recommendation as a trade CRM because the enquiry, quote, job evidence, variations and completion record are the same record rather than four integrations.

• 14-day free trial, no card required, on your own live job
• UK product, UK support, built for owner-led construction businesses
• Published pricing: £129/month Sole Trader, £249/month for 1–10 employees, £399/month Growth for 11–25 employees
• Customers, quotations, proposals, live work, variations, site evidence and closeout stay connected around the job
• Morning Briefing and Keystone Priorities surface commercial, customer, progress and closeout actions
• Project Safety Pack included as a core feature on every plan; additional users are £5 + VAT each per month

A two-week test that gives a real answer

Run every enquiry and one live job through your shortlist for two weeks. Then check three things: how fast quotes went out, how many were followed up without you remembering, and whether the finished job produced proof and a review request. Whichever tool wins on those three usually wins on everything that matters.