CRM Tips for Tradespeople and Field Businesses
Practical CRM advice for plumbers, electricians, builders, and other tradespeople who want to manage clients and jobs more effectively.
Editor, CRM Beat
David has spent over a decade helping small UK businesses get more from their technology. As the founder of Kabooly CRM, he brings first-hand experience of building and running a CRM platform designed specifically for small teams.
At CRM Beat, David writes about practical CRM strategy grounded in real-world experience. His articles focus on helping business owners choose the right tools, avoid common pitfalls, and build lasting client relationships without overcomplicating things.
When he is not writing, David works on improving Kabooly CRM and advising small businesses on their technology choices.
Practical CRM advice for plumbers, electricians, builders, and other tradespeople who want to manage clients and jobs more effectively.
Cut through vanity metrics and focus on the CRM numbers that genuinely drive growth for small UK businesses.
Discover why keeping existing clients is more profitable than finding new ones, and how your CRM can help you retain more business.
Learn how to create a practical sales pipeline for your small business using your CRM, with stages that match how you actually sell.
A clear explanation of what CRM software is, how it works, and why small UK businesses should consider using one.
How to use your CRM to measure which marketing channels actually bring in paying clients, so you can spend your budget where it works.
How to use your CRM to send personalised birthday and anniversary messages that strengthen client relationships without adding to your workload.
The most useful CRM integrations for small businesses, from email and calendars to accounting and marketing tools, and how to set them up without the headaches.
A practical guide to organising your CRM data with tags and custom fields so you can find, filter, and act on your contacts quickly.