CRM and sales pipeline for tradies
Stop losing jobs you never followed up
Every enquiry, quote and follow-up in one pipeline, so you can see what's coming in and what needs a call.
Does a tradie need a CRM?
If you get more enquiries than you can remember, yes. A CRM for tradies keeps every lead, customer, quote and job history in one place and reminds you who to call back. Getinto's pipeline shows each job's stage, from new enquiry to quoted to won, so you can spot quotes going cold and know your win rate.
What's included
Every lead in one place
Web forms, calls and emails land in the pipeline with the source recorded.
Drag-and-drop pipeline
Move jobs from enquiry to quoted to won and see the dollar value at each stage.
Follow-up tasks
Set a reminder to call back and get a notification when it's due.
Customer history
Every past job, quote, invoice, photo and note against the customer and the site address.
Win rate and lead source
See which ads and referrers bring in work that actually converts.
Repeat work reminders
Servicing and maintenance reminders bring past customers back without extra marketing.
Common questions
What is a sales pipeline for a trade business?
A sales pipeline is the list of jobs you're trying to win, grouped by stage: new enquiry, site visit, quoted, follow-up and won or lost. Seeing it in one view shows how much work is coming and which quotes need chasing.
Can leads come in from my website automatically?
Yes. Getinto gives you an enquiry form for your website and an email address to forward enquiries to. Both create leads in your pipeline with the customer's details and the source attached.
Works with the rest of Getinto
Quoting software for tradies
Build quotes on your phone from your own price list and kits, then get them accepted online.
Invoicing software for tradies
Invoice on the spot, take card payments online and let reminders chase late payers for you.
Job scheduling and dispatch
Drag jobs onto the calendar and send your crew everything they need on their phone.
Project management for builders and trades
Stages, variations, progress claims and live job costing for bigger, multi-week jobs.
Xero and MYOB integration
Invoices, payments and customers sync to Xero or MYOB so nobody types anything twice.
See it running on your jobs
A 30 minute walkthrough using your own trade, your own price list and the way your crew actually works.
Last updated 1 November 2026