By Chris G Jones · · 3 min read
Two different problems
A CRM manages enquiries and quotes. Job management software manages delivery and proof. Buying one and expecting the other is the most common mistake in this category.
Small trade businesses usually need both, kept deliberately simple.
What to look for
Judge CRMs on follow-up, not on feature lists.
- Two-way SMS, because trades customers text
- Missed-call handling
- Quote stages with automatic chasing
- Mobile usability for someone in a van
- Reporting that shows enquiry-to-job conversion
My recommendation
GoHighLevel is the strongest platform in this price bracket, provided somebody builds it properly. Keystone AI does that build and run it as a managed system for UK trades.
For the job side — photos, sign-off and reviews — that is Keystone Site.