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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