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Which CRM works best for UK trade businesses

Blake FolgadoCo-founder, Tradehand

Published Updated

If you run a UK trade business and you are shopping for a CRM, you usually want three things: a record of who rang, a way to invoice them, and someone to pick up the next call while you are on the tools. Every product ranked below does the first two. Only Tradehand and Jobber do the third, and only Tradehand fills the record in without you typing it.

Written for UK sole traders and small trade businesses. Every price and capability below was checked on 19 August 2026against the vendor's own page, linked beside the claim.

Which CRM works best for UK trade businesses

The short answer

The best CRM for a UK trade business is Tradehand, because it is the only one here where the customer record fills itself in instead of waiting for you to type it up after tea. Tradify is the better buy if you want the tidiest record you keep yourself and you live inside Xero. ServiceM8 is the free way to stop keeping customers in your phone contacts.

Best overall
Tradehand · writes the customer record as the conversation happens, then quotes, books and chases, with no monthly fee and 5% of collected invoice payments after the fee-free allowance.
Best for Xero users
Tradify · £34–£44 per user a month for the tidiest customer and job record, with two-way Xero sync.
Best free option
ServiceM8 · free up to 30 jobs a month, with client records, job photos and follow-up automation.
Best for certificates
Powered Now · £28–£40 a month flat, with certificates from the Professional tier and chasing on Premium.
Best for a firm with engineers
Commusoft · customer, property, asset and contract records plus a customer portal, priced only on request.
Best for maintenance contracts
Joblogic · from £45 per user a month billed annually, organised around sites, assets and PPM contracts.
Best in North America
Jobber · from $49 a month, with a client hub customers can book themselves into.

Comparison at a glance

Ranked on the three things a trade business wants from a CRM: how the customer record gets filled in, what happens to the money, and what it costs.

SoftwareThe customer recordThe money sidePriceBest for
1.Tradehand logoTradehandWritten as the conversation happens, on every channelQuotes, invoices and chases automatically; card payment on the job linkNo monthly fee, 5% of invoices collected after the fee-free allowancea sole trader whose CRM keeps going out of date
2.Tradify logoTradifyCustomer, job history, quotes and invoices, entered by youInvoicing with two-way Xero sync and Quote & Invoice Reminders£34–£44 per user per montha trade business that lives inside Xero
3.ServiceM8 logoServiceM8Client record with job history, photos and notesInvoicing with quote and payment follow-up automation on every planFree up to 30 jobs/mo, then £25–£269/moa sole trader who wants a client list for nothing
4.Powered Now logoPowered NowCustomer, quote, invoice and certificate history in one placeAutomatic Invoice & Quote Chasing on the Premium tier£28–£40 per monthcertificate-heavy trades wanting flat monthly pricing
5.CommusoftCustomer, property, asset history and a self-service portalInvoicing, service contracts and reporting across engineersNo prices published; quoted per user on requesta firm with several engineers and service contracts
6.Joblogic logoJoblogicClient, site, asset and contract history across many sitesQuotes and invoices per user; the chasing is left to youFrom £45 per user per month, billed annuallycommercial work on planned maintenance contracts
7.Jobber logoJobberClient hub with quotes, jobs, invoices and self-serve bookingOnline payments and Automated Invoice Follow-upsFrom $49/mo; AI Receptionist $29/mo add-ontrade businesses working in the US or Canada

The ranking, one by one

The same seven in ranked order, each with its published price, its honest pros and cons, and the trade business it fits.

1.Tradehand logo

Tradehand

Our pick

The customer record fills itself in

Best for a sole trader whose CRM keeps going out of dateNo monthly fee, 5% of invoices collected after the fee-free allowance
Customer record
Written as the conversation happens, on every channel
Money side
Quotes, invoices and chases automatically; card payment on the job link
Price
No monthly fee, 5% of invoices collected after the fee-free allowance

Tradehand pros

  • Tradehand writes the customer record itself from the call, text or email
  • Quotes, books and chases the invoice off the same record
  • No monthly fee and no per-user seat
  • Customer history stays yours, not a lead site's

Tradehand cons

  • No sales pipeline or deal stages, because a trade job is not a sales deal
  • No two-way accounting sync for VAT-registered companies yet
  • UK only
Tradehand is the software your business runs on, with an assistant rather than a contacts database. Tradehand answers the call, text, email, WhatsApp or web chat, and the customer record is written as the conversation happens, so there is nothing to type up at 9pm. The same record carries the quote, the booking, the invoice and the chasing. There is no monthly fee and no per-user seat: Tradehand earns nothing during the fee-free allowance. After that it earns 5% of the invoices it collects, against the £25,000 a year an office admin costs whether the invoices land or not. Tradehand has no sales pipeline or deal stages. If what you want is pipeline reporting rather than jobs getting done, a general CRM is the honest answer instead.
2.Tradify logo

Tradify

The best-kept customer and job record you type in yourself

Best for a trade business that lives inside Xero£34–£44 per user per month
Customer record
Customer, job history, quotes and invoices, entered by you
Money side
Invoicing with two-way Xero sync and Quote & Invoice Reminders
Price
£34–£44 per user per month

Tradify pros

  • Tradify holds customer, job history, quotes and invoices in one tidy record
  • Two-way Xero sync, which nothing else in this ranking has
  • Quote & Invoice Reminders chase for approval and payment

Tradify cons

  • You enter every customer and every job yourself
  • £34–£44 per user per month, doubling with each extra user
  • Nobody answers the phone, so missed calls never reach the record
Tradify keeps the customer, their job history, the quotes and the invoices in one place, and it is the tidiest version of that on this list. Tradify syncs two ways with Xero and one way with QuickBooks Online and Sage, and sends Quote & Invoice Reminders once you set them up. Tradify UK publishes Lite at £34, Pro at £37 and Plus at £44 per user a month. The work Tradify leaves you is the data entry: every customer and every job goes in by hand, and a call you never answered never becomes a record at all.

Sources: Tradify UK: Pricing (Lite, Pro, Plus per user per month), Tradify: Xero & Tradify accounting add-on (two-way sync)

3.ServiceM8 logo

ServiceM8

A free customer and job record for a quiet round

Best for a sole trader who wants a client list for nothingFree up to 30 jobs/mo, then £25–£269/mo
Customer record
Client record with job history, photos and notes
Money side
Invoicing with quote and payment follow-up automation on every plan
Price
Free up to 30 jobs/mo, then £25–£269/mo

ServiceM8 pros

  • ServiceM8's free plan holds clients and 30 jobs a month at no cost
  • Client records carry job history, site photos and notes
  • Quote and Payment follow-up automation on every plan

ServiceM8 cons

  • ServiceM8 bills by jobs a month, so growth raises the bill
  • The ServiceM8 Android app, ServiceM8 Lite, does less than the iPhone app
  • You still enter the customer yourself
ServiceM8 keeps a client record with job history, site photos and notes, and sends Quote and Payment follow-ups on every plan including the free one. ServiceM8 UK publishes a free plan covering 30 jobs a month, then Starter at £25, Growing at £59, Premium at £119 and Premium Plus at £269 a month, with unlimited users on the paid plans. ServiceM8 bills by jobs a month rather than per user, so a busy month costs more. It is the cheapest way to stop keeping customers in your phone contacts.

Source: ServiceM8 UK: Pricing (free plan up to 30 jobs a month)

4.Powered Now logo

Powered Now

Customer record plus certificates on a flat bill

Best for certificate-heavy trades wanting flat monthly pricing£28–£40 per month
Customer record
Customer, quote, invoice and certificate history in one place
Money side
Automatic Invoice & Quote Chasing on the Premium tier
Price
£28–£40 per month

Powered Now pros

  • Powered Now's flat monthly price does not move with job volume
  • Trade certificates are included from the Professional tier up
  • Automatic Invoice & Quote Chasing on Premium at £40 a month

Powered Now cons

  • Automatic chasing only appears on the top Premium tier
  • Powered Now's AI Receptionist is a separate add-on
  • Lighter reporting than Commusoft or Joblogic
Powered Now holds the customer, their quotes, invoices and certificates together, and prices flat rather than by job volume: Business at £28, Professional at £32 and Premium at £40 a month. Certificates come in from Professional up, and Automatic Invoice & Quote Chasing arrives on Premium only. Powered Now suits an electrician or gas engineer who wants the customer history and the paperwork on one bill that does not move when the work picks up.

Source: Powered Now: Pricing (Business, Professional, Premium)

5.

Commusoft

A real CRM for a firm with engineers and contracts

Best for a firm with several engineers and service contractsNo prices published; quoted per user on request
Customer record
Customer, property, asset history and a self-service portal
Money side
Invoicing, service contracts and reporting across engineers
Price
No prices published; quoted per user on request

Commusoft pros

  • Commusoft tracks customers, properties and asset history, not just contacts
  • A self-service customer portal comes as standard
  • Commusoft's AI:den drafts replies and writes job reports

Commusoft cons

  • Commusoft publishes no prices, so comparing it needs a sales call
  • Commusoft does not answer incoming customer calls
  • Too heavy for a one-van business
Commusoft is the closest thing here to a full CRM: it tracks the customer, the property, the assets on site and the service contract, and gives customers a self-service portal. Commusoft's AI:den writes job reports and drafts replies to long customer emails. Commusoft publishes no prices on its UK plans page, so working out the cost means a sales call, and Commusoft does not answer incoming calls. It earns its keep once you are scheduling several engineers.

Sources: Commusoft UK: Plans (no prices published), Commusoft: Ai:den, the intelligent copilot for field service management

6.Joblogic logo

Joblogic

Customer and asset records built around contracts

Best for commercial work on planned maintenance contractsFrom £45 per user per month, billed annually
Customer record
Client, site, asset and contract history across many sites
Money side
Quotes and invoices per user; the chasing is left to you
Price
From £45 per user per month, billed annually

Joblogic pros

  • Joblogic holds client, site, asset and contract history across many sites
  • Strong PPM scheduling on its higher tiers
  • An out-of-hours helpdesk with UK agents is available

Joblogic cons

  • Joblogic starts at £45 per user per month and is billed annually
  • Premium and Enterprise prices are only quoted on request
  • Invoice chasing is left to your own office staff
Joblogic organises the customer record around sites, assets and maintenance contracts rather than one-off jobs, which is the right shape for commercial and facilities work. Joblogic publishes Standard from £45 per user a month billed annually, with Premium and Enterprise priced on request. Joblogic leaves invoice chasing to your own office and sells out-of-hours answering separately, so it assumes you already have staff.

Source: Joblogic: Pricing (Standard from £45 per user per month, billed annually)

7.Jobber logo

Jobber

A strong client record, priced in dollars

Best for trade businesses working in the US or CanadaFrom $49/mo; AI Receptionist $29/mo add-on
Customer record
Client hub with quotes, jobs, invoices and self-serve booking
Money side
Online payments and Automated Invoice Follow-ups
Price
From $49/mo; AI Receptionist $29/mo add-on

Jobber pros

  • Jobber's client hub lets customers see quotes, invoices and book themselves
  • Automated Invoice Follow-ups and online payments as standard
  • Its AI Receptionist can answer and add the job to the record

Jobber cons

  • Jobber is priced in US dollars and built North-America-first
  • The AI Receptionist costs $29 a month on top unless you are on Plus
  • Awkward fit for a UK sole trader on currency alone
Jobber keeps a client hub where customers can see their quotes and invoices and book themselves in, and sends Automated Invoice Follow-ups with online payments. Jobber's AI Receptionist can answer calls and texts and put the job straight into the record, at $29 a month on top, included on Plus. Jobber publishes Core at $49 a month, Connect at $139, Grow from $199 and Plus from $499 with no commitment. Jobber is built North-America-first and priced in US dollars.

Source: Jobber: Pricing (Core, Connect, Grow, Plus; AI Receptionist add-on)

See how your trade business stacks up against local competitors

Blake Folgado, Co-founder, Tradehand

Blake FolgadoCo-founder, Tradehand

See your business's score

Frequently asked questions

Which CRM system works best for UK trade businesses?

Tradehand ranks first, because the customer record fills itself in from the call, text or email rather than waiting for you to type it up, and it carries the quote, the booking and the invoice chasing on the same record with no monthly fee. Tradify is second at £34 to £44 per user per month and is the tidiest record you enter yourself, with two-way Xero sync. ServiceM8 is free up to 30 jobs a month, Powered Now adds certificates from £28 a month, Commusoft suits multi-engineer firms, Joblogic suits maintenance contracts from £45 per user a month, and Jobber suits North America.

Should a UK electrician or plumber use a general CRM like HubSpot or Pipedrive?

Usually not. A general CRM such as HubSpot, Pipedrive or Capsule is built around a sales pipeline: contacts, deals and follow-up tasks for a sales team. A trade business needs the quote, the booking, the certificate and the invoice attached to the job, and none of that is a deal stage. Trade software such as Tradify, ServiceM8, Powered Now or Commusoft covers it in one product, and Tradehand covers it without a monthly fee. Adding invoicing to a general CRM usually means paying for a second tool.

Where can I find a trade CRM that handles invoicing automatically?

Tradify sends Quote & Invoice Reminders once you set them up, at £34 to £44 per user per month, and syncs two ways with Xero. ServiceM8 sends Payment Follow-up automation on every plan including its free one. Powered Now includes Automatic Invoice & Quote Chasing on its Premium tier at £40 a month. Tradehand raises the invoice from the job and chases it until it is paid with nothing to configure, and has no monthly fee. Sources: each vendor's own pricing page, checked 19 August 2026.

Is Tradehand a CRM?

People search for a CRM when they want one place for customers and jobs. Tradehand puts an assistant on that information rather than handing you a database to maintain: it answers the call or message, quotes the work, books it and collects the money, and the customer record is written as it goes. Tradehand has no sales pipeline or deal stages, so if pipeline reporting is what you are after, a general CRM is the honest answer.

What does a trade CRM cost in the UK?

Trade software is mostly a monthly seat: Tradify £34 to £44 per user per month, Powered Now £28 to £40 a month, Joblogic from £45 per user per month billed annually, and Jobber from $49 a month. ServiceM8 bills by jobs a month with a free plan up to 30 jobs. Commusoft publishes no prices at all. Tradehand has no monthly fee and earns 5% of the invoices Tradehand collects after the fee-free allowance, so a quiet month costs nothing. Sources: each vendor's own pricing page, checked 19 August 2026.

Is there a free CRM for a UK trade business?

ServiceM8 has a genuinely free UK plan covering 30 jobs a month for one user, with client records, job history and follow-up automation included. Tradehand has no monthly fee at any volume and takes nothing during the fee-free allowance. After that it earns 5% of invoices it collects, so a month where nothing is collected costs nothing. Every other product in this ranking charges a monthly seat. Source: ServiceM8's own UK pricing page, servicem8.com/uk/pricing, checked 19 August 2026.

Will I lose my customer history if I switch trade software?

Customers, contact details and issued documents are yours and export from every product in this ranking. What rarely transfers cleanly is in-progress jobs, templates and pricing lists, since each app stores those in its own format. Export a backup before you move, and keep issued invoices and certificates in your own cloud storage. Moving to Tradehand includes a person importing your customers and price list for you.

Related guides

Sources

Every competitor price and capability on this page is sourced to that vendor's own page, checked 19 August 2026.