Services · CRM System

Custom-built systems for trades.

Most trades businesses have no idea what a job costs them.

Leads in a WhatsApp thread. Quotes in a spreadsheet. Jobs in a diary. Two or three systems that were signed up for and never spoke to each other. We build one CRM from scratch around how you actually work - and one dashboard that tells you where the money is.

Get your first 10 leads FREE → See the CEO Dashboard

Part of the A2B Trades Method · One business per trade, per area

The problem

The biggest issue we see is tracking

Not the ads. Not the leads. The fact that nobody can say, with a straight face, what happened to the last hundred enquiries or what a booked job actually cost to win.

Leads live in five places

Facebook inbox, WhatsApp, missed calls, the website form, a note on the dash of the van. Some get followed up. Some do not.

Systems that don't talk

A CRM for leads, job software for the crew, an accounts package for invoices - and no line joining an ad to the money it produced.

Decisions made on a feeling

Without real numbers you scale the wrong service, cut the campaign that was working, and chase the quotes that shout loudest.

Your CRM

A custom-built CRM for how your business actually works

This is not off-the-shelf software you have to bend your business around. We build it from scratch for your trade, your stages and your quoting process, and everything runs in one place. Every enquiry lands as a card and moves along as the job progresses - so you always know what is quoted, what is booked, and what is waiting on you.

New lead3

Attic insulationClondalkin · Meta adReplied in 4s

Boiler replacementLucan · Google AdsReplied in 6s

Qualified5

Full rewireSwords · Grant-eligibleSurvey offered

Survey booked4

Cavity wall & atticThu 2:00pm · MarkReminder scheduled

Quoted6

External wall insulation€14,200 · sent MonFollow-up 2 of 4 sent

Won2

Attic & pumped cavity€6,850 · starts 4 SepReview request queued

Example pipeline. Stages are set up around how your business actually quotes and books.

The CEO Dashboard

One screen that answers "how are we actually doing?"

Because owners could never get a straight answer out of their own systems, we built one. The CEO Dashboard pulls your CRM, your job software and your ad accounts into a single report: what came in, what got won, what it cost, and what is sitting there waiting to be chased.

Example Heating & Renewables Performance report

Reporting periodMonth to date Prepared byA2B Media

Sources Your CRM Job software Meta + Google

Revenue collected€138,400▲ 41.2% vs last month

Booked, not yet done€96,25022 jobs on the board

Jobs won71 / 168Close rate 42.3%

Cost per job€105Ad spend ÷ won jobs

Return on ad spend18.6×▲ 22.4% vs last month

On track

€138,400 collected so far this month, versus €98,000 for the same days last month. 71 jobs won; €184,900 in open quotes and €96,250 booked-not-done still to land.

Needs attention

Chase 24 open quotes

€184,900 quoted with no decision yet. Fastest money available - call before the competition does.

Triage 38 pending leads

New enquiries with no survey or quote yet. Speed to contact drives close rate more than anything else.

Schedule 22 won jobs

€96,250 booked but not completed - it only lands in revenue once the work is done.

Heat pump installs closing at 24%

Below the 35% benchmark - 37 surveys, 9 won. Review survey quality and pricing before spending more here.

Where the money came from

Completed revenue by service line

Boiler replacement€61,30026 jobs

Heat pump installs€44,7509 jobs

Boiler service€22,88028 jobs

Plumbing & general€9,4708 jobs

Average won job value€1,949Replacements carry the month; services feed the database.

Quoted & waiting€184,90024 quotes out. Winning a third adds ~€61,600.

Lead to revenue

Ad spend€7,450Meta + Google

Leads in612€12.17 per lead

Jobs raised16827.5% of leads

Quotes sent96Duplicates excluded

Jobs won71€105 per won job

Revenue€138,40018.6× return

Cost per job by service

ServiceAttributed spendWon jobsCost per job

Boiler service€89028€32

Boiler replacement€3,12026€120

Plumbing & general€4608€58

Heat pump installs€2,9809€331

Blended€7,45071€105

Example report with illustrative figures. Your dashboard is built on your own live data and rebuilt every time you open it.

See your numbers on one screen → Try the ROI calculator

The process

How it works

STEP 01

We map how you work

How enquiries arrive, who quotes, what the stages really are - before a line is built.

STEP 02

We build it from scratch

Pipelines, automations, forms and calendars made for your trade, not a template you rent.

STEP 03

We connect the numbers

Ad accounts, job software and invoices wired in so every euro traces back to the ad that produced it.

STEP 04

You run off the dashboard

One screen every morning: what came in, what got won, what needs chasing today.

Done for you

What's included

Custom CRM built for your trade

Pipeline stages set up around your process

All channels into one inbox

Automatic quote follow-up sequences

Calendar and survey booking

Review requests after every won job

The CEO Dashboard, rebuilt live

Cost per job by service line

Ad spend matched to won revenue

Training for you and your office

Your first 10 leads are free.

One business per trade, per area. If your area's open, it can be yours.

Get 10 Free Leads → Try the ROI calculator