CRM & Email Marketing
Turn every lead into a loyal customer — capture leads automatically from your site, manage your pipeline visually, and send targeted email campaigns from one dashboard.
A Complete CRM Built for Trades Businesses
Every contact form, booking request, and online quote on your website automatically becomes a lead in your pipeline — no manual entry, no leads lost to a sticky note on the dash. Manage every job from first call to repeat customer, then nurture past customers with seasonal campaigns (spring tune-ups, winter prep, fall gutter cleanings) that bring in repeat business.
Choose Your Plan
All core features included on every tier — the only difference is volume.
Starter
Best for solo operators and small crews
- 100 Leads
- 50 Clients
- 500 Emails / period
- 3 Email Templates
- Managed email relay included
Growth
Best for growing teams ready to scale outreach
- 500 Leads
- 250 Clients
- 2,500 Emails / period
- 10 Email Templates
- Connect your own SMTP provider
Business
Best for established shops with high-volume lead flow
- 5,000 Leads
- Unlimited Clients
- 10,000 Emails / period
- Unlimited Templates
- Custom sending domain
Enterprise
Unlimited everything. Custom onboarding, dedicated support, tailored solutions.
- Unlimited Leads & Clients
- Unlimited Emails
- API Access
- Custom Onboarding
Everything You Need
Capture leads automatically, manage your pipeline visually, and send targeted email campaigns.
Automatic Lead Capture
Every contact form, quote request, and booking on your site becomes a lead — automatically. Add manual entries from the dashboard when leads come from referrals or job-site doors.
Visual Sales Pipeline
Kanban-style pipeline with custom stages (e.g., New Lead → Estimate Sent → Job Scheduled → Won). Drag-and-drop to move jobs through the funnel.
Complete Contact Profiles
Every customer's full timeline in one place — jobs done, invoices paid, appointments booked, emails opened, notes from techs.
Email Campaigns
Build seasonal campaigns (spring AC tune-ups, fall gutter cleanings, winter pipe-burst checks). HTML or text templates, variable insertion, live preview, and campaign analytics.
Tags & Segmentation
Tag customers by trade type, service area, or last service date. Send the right offer to the right list — only your AC maintenance customers, only roofing customers in storm-damaged ZIP codes.
Follow-Up Reminders
Never let a lead go cold. Set reminders to follow up on quotes, check in after a job, or reach out for a review.
Works With Your Other Add-Ons
Invoicing, Scheduling, and Forms all feed the CRM. Convert a lead to a paying customer in one click and start billing instantly.
Email Sending Options
Use the managed email relay (included) or connect your own SMTP provider on higher tiers. Add a custom sending domain on Business for max deliverability.
How It Works
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1Choose Your TierPick Starter, Growth, or Business based on your volume. Upgrade anytime.
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2Start CapturingLeads flow in automatically from forms, bookings, and quotes from day one.
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3Send & CloseBuild targeted campaigns, nurture your leads, and track every job in your pipeline.
Explore the Other Add-Ons
All add-ons plug into your Trades Igniter website. One login. One bill. They all talk to each other.
Quotes & Invoices
Send quotes, invoice clients, and get paid online.
Learn moreEvents & Registration
Calendars, ticketing, and event registration on your site.
Learn moreScheduling & Appointments
24/7 online booking for jobs, estimates, and service calls.
Learn moreAuto Pilot Blogging
SEO-optimized AI blog posts published hands-free.
Learn more
Ready to Ignite Your Growth?
Book a free strategy call and discover how we can fill your schedule with the right jobs and customers.