Trade CRM
A trade CRM that doesn’t stop at “yes”
Most CRMs store contacts. URBHQ is a trade CRM alternative that runs the full loop — customers, quotes, jobs, invoices, communications and HR — so you’re not bolting on three more apps after the sale.
The problem with juggling apps
- Your CRM stops when the client says yes
- Mailbox, jobs and invoices live outside the CRM
- You still juggle five logins to run the business
How URBHQ helps with trade CRM
- Customers with full quote, job and invoice history
- Snap Lead AI for WhatsApp enquiries
- Mailbox in-app — Gmail, Outlook or IMAP
- Compliance / HR alongside the commercial work
10 modules. One app.
Calendar, Customers, Quotes, Jobs, Invoices, Expenses & mileage, Compliance (HR), Suppliers, Mailbox and Reports — plus recurring visits, Snap Lead AI and portal booking when you need them. Fully customisable to your business.
Sole trader £20/month · Team £50/month (5 users) · 5-day free trial.
Frequently asked questions
- Is URBHQ a CRM?
- It includes CRM-style customer records — then continues through jobs, invoices, expenses, mileage, mailbox and reports. Not another contacts-only CRM.
- Can I replace my current trade CRM?
- Many users replace a light CRM plus separate quoting and job tools. Import options help you bring customers across.
Related guides
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