Software category

CRM Software for UK Trade & Service Businesses

A CRM is simply a reliable record of who enquired, what you quoted and when to chase. For a small trade business the win is fewer forgotten follow-ups and more repeat work — not enterprise sales pipelines.

Before you compare

What to look for

1

Simple pipeline

Enquiry, quoted, booked, done. If setup needs a consultant, it is probably too much.

2

Capture from your website

Enquiries should arrive in the CRM automatically, not by copy and paste.

3

UK GDPR

You are responsible for customer data. Check data location, exports and deletion.

Products we cover

CRM & Customer Management we’re researching

Listed alphabetically, not ranked. Rankings only appear in published comparisons, with the method shown.

ActiveCampaign

Best for: Email automation with built-in CRM features

  • Marketing automation
  • CRM pipeline
  • Segmentation
From
Being checked
Free trial
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Ease of use
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Main limitation: Being researched

Pricing and features not yet verified