Capture Leads From Multiple Sources Automatically
Custom Trades CRM allows contractors to capture leads from multiple sources and route them directly into the system.
With Leads, contractors can collect inquiries from digital sources, capture manual leads quickly and consistently, route new opportunities into bid tracking or job workflows, and ensure every lead is logged and visible.
Turn Leads Into Bids, Estimates, or Jobs
Not every lead is the same – and your system shouldn't treat them that way.
- •Routed into Bid Management for project-based work
- •Converted into estimates for service calls
- •Turned directly into scheduled jobs
This flexibility makes Leads a powerful foundation for both field service CRM workflows and bid-driven operations.
Built for Both Service and Project-Based Trades
Leads supports contractors handling:
- •Emergency service inquiries
- •Residential estimate requests
- •Commercial project opportunities
That makes it a valuable small business CRM component for trades that operate across different job types – without forcing separate systems.
Stay Organized When Volume Spikes
Busy seasons break weak systems.
Instead of reacting, contractors stay proactive – even when demand surges.
Start With Leads – Expand as Work Comes In
Leads is a modular part of Custom Trades CRM.
- •Many contractors start with: Leads, Job Management
- •As operations grow, they often add: Bid Management, Scheduling & Dispatch, Invoicing & Payments
This makes Custom Trades CRM a scalable CRM for tradesmen who want systems that grow with the business, not ahead of it.
See How API Leads Fit Into Custom Trades CRM
The API Leads module helps contractors capture and route leads efficiently – keeping your pipeline clean and ensuring nothing gets forgotten.
Ready to Get Started?
Discover how API Leads can transform your business operations.