CRM Software For Specialist Trade Contractors | CtrlTrade®
SPECIALIST TRADES CRM

CRM Software For Specialist Trade Contractors

Manage specialist trade projects, compliance, subcontractor networks, and customer invoicing in one platform.

CtrlTrade® is built for specialist trade contractors — from scaffolders and surveyors to asbestos contractors and shopfitters — who need to manage complex project-based work, compliance documentation, and professional customer relationships.

Project Management

Manage complex specialist trade projects with phases, tasks, and subcontractor assignments.

Compliance Documentation

Log specialist compliance records — asbestos surveys, structural calculations, LOLER examinations — against each project.

Subcontractor Management

Manage your specialist subcontractor network. Invite, assign, and invoice subcontractors via the platform.

Quote & Tender Management

Build and submit detailed project quotes and tenders. Track tender status and success rates.

Site Survey Records

Capture survey notes, measurements, and condition assessments from the field app.

Professional Invoicing

Stage payments, retentions, and final account invoicing. Collect payment via the customer portal.

Typical Use Cases

ScaffoldersSurveyorsQuantity surveyorsDamp proofing specialistsAsbestos contractorsShopfitters

Everything Included

CRM & Lead Management
Quotes & E-signatures
Job Management
Engineer Scheduling
Customer Portal
Invoicing
Compliance & RAMS
Fleet Management
Reporting
Integrations (Xero, QuickBooks)
AI Features
VoIP & SMS

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