Frequently Asked Questions
What is Custom Trades CRM?
Custom Trades CRM is a job management CRM and field service CRM built specifically for trade businesses.
It includes dispatching, scheduling, estimates, invoicing, payments, inventory, truck inventory, and more – with optional modules to extend functionality.
Who is this for?
Custom Trades CRM works best for:
- •Small to mid-sized trade businesses
- •Field-first teams
- •Owners who want flexibility and transparency
Is this just for service businesses?
No.
Custom Trades CRM supports both service and project-based work, including bid-driven trades like roofing and masonry.
How is pricing structured?
Pricing starts at $349/month for the Base CRM, which includes up to 15 users.
Modules are optional and priced separately.
Security & Data Privacy You Can Rely On
Trade businesses trust Custom Trades CRM with critical operational data – and we take that responsibility seriously.
Security and data privacy are built into the platform from the ground up, not added later.
How We Protect Your Data
Custom Trades CRM uses modern infrastructure and best practices to ensure:
Your data belongs to you – not advertisers, not third parties.
Data Ownership and Access
Customers retain full ownership of their data.
If you ever choose to export or migrate your information, we support that process transparently.
Built for Businesses That Need Confidence
Whether you're running a five-person shop or a growing operation with dozens of users, Custom Trades CRM provides the security foundation expected of a professional CRM for contractors.
Support & Onboarding That Actually Helps
Good software isn't just about features – it's about what happens after you sign up.
Custom Trades CRM offers straightforward onboarding and responsive support designed for busy trade businesses.
Getting Started
Most customers can get started quickly using the Base CRM without complex setup.
For businesses with existing systems or large data sets, we offer Data Migration & Setup to ensure a clean transition.
Ongoing Support
Our support team works directly with customers to:
- •Answer questions
- •Resolve issues
- •Help teams adopt new modules
You won't be routed through layers of account managers or ticket systems designed to slow things down.
Built to Grow With You
As your business evolves, support doesn't disappear.
Whether you're adding modules, expanding users, or exploring customization, we stay involved.
If you're evaluating whether Custom Trades CRM is the right fit...
The best place to start is understanding how the platform works in practice.
Ready to Get Started?
Discover how Custom Trades CRM can transform your trade business operations.