Advertising 4 Trades
Every lead. Every detail. One dashboard.
Stop losing jobs to scattered information. Every enquiry, quote, conversation and project lives in one screen — yours, your team's, and your future self's.
- Unified inbox across all channels
- Drag-and-drop pipeline
- 360° customer history
- Smart follow-up automation
Six tools that turn leads into booked work.
A complete operating system for the front-of-house of your trade business. Built around how trades actually win and run jobs — not how a generic SaaS imagines they do.
Every enquiry from every channel — phone, web form, ads, voice — lands in one filterable list.
See it live →Drag-and-drop kanban across New · Contacted · Quoted · Won. See your real diary at a glance.
See the board →Every call, email, photo, quote, design and note stored against the customer — forever.
Open a card →Know which channel, which day, which trade type is actually paying off — automatically.
View the data →Set-and-forget sequences for new leads, dormant quotes and post-job reviews.
See the flows →Team roles & permissions, calendar sync, mobile app, GDPR-safe data export, weekly digest emails, full integration with your A4T landing page.
One place for every enquiry.
Phone calls (via the Voice Assistant), form submissions, quote-tool completions, Facebook lead ads, even paper enquiries you log on your phone — all flow into a single filterable list. New leads land in seconds, with the channel, value estimate and lead score already tagged.
- One inbox across phone, web, ads and walk-ins
- Smart filters — by source, value, status, postcode, age
- Hot-lead scoring flags the enquiries worth calling first
- Email/SMS alerts as new leads arrive — out-of-hours included
Your diary at a glance.
The kanban view every trade wishes Excel could be. Drag a lead from "New" to "Contacted" with one finger, see exactly how many quotes are waiting, what your win rate looks like this month, and which jobs are on the brink of going stale.
- Four standard stages — fully customisable to your trade
- Drag-and-drop cards across stages from any device
- Stale-lead alerts when a card hasn't moved in 7 days
- Real-time pipeline value rolled up across all stages
The full story, always to hand.
Open any customer and see everything they've ever done with you — every call (recorded and transcribed), every email exchanged, every quote sent, every photo uploaded, every design rendered. Onboarding a new team member becomes a 5-minute scroll instead of a 5-week handover.
- Activity timeline with calls, quotes, designs, notes & files
- Quick actions: Call, Email, Send quote, Add note
- Customer lifetime value calculated automatically
- One-click handover from sales to install team
Know what's working without doing a spreadsheet.
Every channel, every campaign, every quote tagged automatically. By Monday morning you know which Facebook ad produced last week's biggest job, which day of the week your highest-value enquiries arrive, and where your conversion is leaking. No GA4 PhD required.
- Plain-English weekly digest in your inbox every Monday
- Auto-tagged leads — source, campaign, keyword, day, time
- Quote-to-job conversion tracked per channel and per trade type
- Insight cards flag the patterns you'd otherwise miss
Never let a lead go cold again.
The hardest part of running a trade business isn't winning leads — it's chasing them. Set up a sequence once and it runs forever: instant SMS when a lead arrives, follow-up email 48 hours after a quote, gentle nudge to dormant quotes after a week. All in your tone of voice.
- Pre-built sequences for new leads, dormant quotes, won jobs
- Customise message timing, channel (SMS/email) and content
- Auto-pause when the customer replies — no robot vibes
- Post-job review-request flow that lands you 70%+ response rates
From sign-up to full visibility in 7 days.
No data migration meetings, no consultancy invoices — we move your existing customer info across for you and have you live by the end of the week.
Connect channels
Hook up your phone number, web forms, ad accounts and existing inbox in a single setup call.
Import customers
Send us your existing spreadsheet, contact list or old CRM — we'll migrate and clean it for you.
Configure stages
Tailor the pipeline columns and lead-score rules to how you actually win jobs in your trade.
Train the team
One 30-minute walk-through for you, another for the team. Mobile app installed by the end of it.
Switch it on
Day 7: every new enquiry lands in the CRM, every lead lives in one place. We monitor for 30 days.
Excel, generic CRM, or A4T.
Most trades have done a spell with at least one of the first two columns. Here's why a purpose-built trade CRM beats both.
Spreadsheet
"It still works… kind of."
Generic CRM
HubSpot, Pipedrive et al.
A4T CRM
Built for trades, only.
What real trades say after 30 days on the CRM.
Anonymised by request, but every quote below is from a verified A4T platform customer.
"I was using three different things to keep track of leads — phone notes, my inbox, a paper diary on the dash. Within two weeks of switching, my quote close rate jumped 38%. Nothing fell through the cracks because everything was in one place."
"The pipeline view alone changed how we run the business. My foreman can see exactly what's coming through the funnel — we plan the diary off the screen now instead of arguing about who said what to which customer."
"The dormant-quote follow-up sequence alone found us £42k of work in the first three months. These were quotes I'd sent months ago and forgotten about — A4T just nudged them politely and several converted."
The questions every trade asks first.
Included. There's no separate "CRM tier" or per-user pricing — every A4T plan ships with the full CRM, dashboard, automation engine and mobile app. Add as many team members as you like.
Yes — we do the migration for you. Send us your CSV, Excel or export from HubSpot/Pipedrive/Salesforce/Trello and we'll clean, deduplicate and import it as part of setup. Typically takes 24-48 hours.
iOS and Android apps both ship with the platform. Full functionality including push notifications for new leads, one-tap call from the customer card, and drag-to-update on the pipeline board. We also have a streamlined "on-site" mode for use on jobsites.
All data stored on UK servers. Every customer has an "export my data" and "delete my data" button on their card. Records are encrypted at rest. We're registered with the ICO as your data processor and the contract is in plain English.
Yes — drag the columns, rename them, add up to 8 stages. We start you with sensible defaults for your trade (e.g. landscapers get "Site visit" as Stage 2; bathroom fitters get "Spec'd" instead) but everything is editable.
We do two team trainings as part of setup, and the mobile app is genuinely simple — most teams are using it by day 3. If anyone's struggling, we'll do a 1-on-1 with them at no extra cost.
Native integrations with Xero, QuickBooks and FreeAgent. Won deals push automatically into your accounting platform as draft invoices ready for review.
One dashboard. One source of truth.
30 minutes is all it takes to see whether the CRM will fit how your business actually works. No hard sell — just a walk-through of a live account similar to yours.