Full CRM Feature Set
Every module you need — no add-on pricing traps.
Lead Management
Capture leads from web forms, phone calls, and lead platforms. Score, assign, and track every enquiry from first contact to won job.
Quote Engine
Build branded quotes with line items, labour, materials, and VAT. Send digitally for e-signature and deposit payment.
Job Management
End-to-end job tracking from initial callout to completion sign-off. Assign engineers, track time, and capture compliance data.
Scheduling & Dispatch
Drag-and-drop calendar board with intelligent routing. See engineer availability and dispatch with one click.
Invoicing
Convert completed jobs to invoices instantly. Chase late payments automatically. Accept card payments via the customer portal.
Fleet Management
Track vehicle locations, log MOT/service dates, record mileage and fuel costs across your entire fleet.
Compliance & Safety
Built-in RAMS, risk assessments, method statements, and certification tracking with automated expiry alerts.
CtrlVoice® VoIP
Integrated phone system with call recording, SMS, and WhatsApp. All communications logged to the customer record.
Reporting & Analytics
Revenue reports, job profitability, lead ROI, engineer performance, and aged debtors — all built in.
Automation Rules
Build trigger-based automations: auto-assign jobs, send quote reminders, escalate overdue payments, notify customers.
Customer Portal
Branded portal where customers can accept quotes, pay invoices, track jobs, and leave reviews — 24/7.
Marketplace
List your business on the CtrlTrade Marketplace. Find subcontractors, source suppliers, and exchange labour.
Built For Every Stage Of The Job
From the first enquiry to the final invoice, every step of your workflow is handled inside one platform. No switching apps, no data re-entry.
CtrlTrade vs. Everything Else
The only platform built for both field service and trade counter operations.