Support and Onboarding Built for Busy Trade Businesses
Buying software is easy.
Getting it live and actually used is where most platforms fall apart.
Custom Trades CRM offers straightforward onboarding and responsive support designed for trade businesses that don't have time to babysit software.
Getting Started With Custom Trades CRM
Most customers can get started immediately using the Base CRM.
Because core tools like dispatching, scheduling, estimates, invoicing, payments, inventory, and truck inventory are already built in, there's no complex configuration required just to begin.
For many businesses, onboarding looks like:
Create your account
Add users
Start scheduling jobs and sending estimates
That's it.
When Data Migration Makes Sense
If you're switching from another CRM, spreadsheets, or legacy systems, we offer Data Migration & Setup to ensure a clean transition.
This is recommended when:
- •You have years of customer or job history
- •Data lives across multiple systems
- •You want continuity for reporting and audits
Data Migration is scoped intentionally and handled by our team – so you don't have to risk mistakes or downtime.
Ongoing Support That's Actually Helpful
Support shouldn't feel like a maze.
Our support team works directly with customers to:
You won't be passed between departments or stuck navigating enterprise ticket systems designed to slow things down.
Support exists to keep your business moving.
Support as Your Business Grows
As your business evolves, support doesn't disappear.
Whether you're:
- •Adding users
- •Enabling new modules
- •Expanding into bid-driven work
- •Exploring customization
We stay involved and help you make changes cleanly.
Onboarding for Advanced and Custom Use Cases
For businesses with specialized needs, onboarding may include:
- •Workflow alignment
- •Custom configuration
- •Integration support
These cases are typically paired with Full Customization to ensure the system reflects how your business actually operates.
Support That Respects Your Time
Trade businesses don't need hand-holding – they need answers.
Our approach to support is:
Direct
Practical
Respectful of your schedule
We don't overcomplicate things, and we don't disappear once you're live.
Why This Matters
The best software in the world doesn't help if it never gets adopted.
Custom Trades CRM combines strong core tools with support and onboarding that respects how trade businesses actually operate – fast, practical, and focused on results.
Ready to Get Started?
Discover how Custom Trades CRM can transform your trade business operations.