CRM FOR MECHANICAL & ENGINEERING TRADES

More time on the trade.
Less time chasing work.

Millwrights CRM & job management

Stay organized across mechanical and electrical service assignments. In Trade CRM is being built to help your team turn enquiries into booked work and keep each job moving.

A WORKFLOW FOR MILLWRIGHTS

Follow up. Schedule. Get it done.

Reconnect after an industrial maintenance assessment.

01Lead captured
02Follow-up scheduled
03Job organized
THE WORK YOU HANDLE

Built around real millwrights workflows.

Different requests require different information. A connected customer timeline can help keep service history, quotes and the next action clear.

01

Equipment installation

Keep relevant enquiries, customer notes and follow-up tasks together.

02

Fault diagnosis

Keep relevant enquiries, customer notes and follow-up tasks together.

03

Preventive maintenance

Keep relevant enquiries, customer notes and follow-up tasks together.

WIN BACK OPPORTUNITIES

Follow-ups shouldn't depend on memory.

Reconnect after an industrial maintenance assessment.

Assign a lead owner, log conversations and give every open enquiry a clear next step.

WORK WITHOUT THE CHAOS

Bring every job into focus.

Schedule shutdown windows and track corrective work.

From the quote stage to completion, have customer and job information ready when it matters.

COMING SOON

Give your next job
a better start.

In Trade CRM is in development. See our proposed plans and join the early access list.

See plans