Trade Portal

Trade Portal is a lead-generation focused CRM for trade businesses that connects the workflow from first enquiry through to payment. It replaces separate tools for leads, quotes, materials, bookings, invoices and reporting with a single system, so a job does not stall waiting on a notepad or spreadsheet.

The platform includes a sales CRM with contact tracking and follow-up reminders, quotes and pricing with cost and margin visibility, options and upsells, purchase orders, a job and appointment calendar, a file manager, invoicing with card payments by text message, and KPI reporting on expenses and margins. It integrates with Xero, QuickBooks, Sage and FreeAgent, and works alongside Google, Microsoft 365 and Apple platforms. It is built for electrical contractors, plumbing and heating businesses, and roofing and exteriors firms.

Trade Portal is packaged as a single plan with unlimited users and unlimited leads, with no per-seat pricing. It includes a ticket helpdesk and is available on a monthly basis, with a waitlist for access.