CRM transformation for trades
Custom CRM Solutions That Transform Trade Businesses
Boost efficiency by 300% with CRM systems built specifically for contractors. Custom workflows, seamless integrations, and powerful automation that actually works for trades.
Works 24/7. Mobile‑friendly. Generate Quotes in Under 60 Seconds
300%
Efficiency boost
15 hrs
Saved per week
2-6 weeks
Implementation
100%
Tailored for traders
TRADE AND CONTRACTORS SEPCIFIC WORKFLOWS
CRM systems that understand your business
Custom pipeline stages that match how contractors actually work.
Automated status updates and task assignments for field teams.
Job tracking from quote to completion with profitability insights.e.
Seamless integrations
Connect all your contractor tools
QuickBooks, scheduling software, and estimating tools sync automatically.
Field service apps and mobile devices connect seamlessly.
Eliminate double data entry and keep everything in sync.
Automation that works
Save 15+ hours per week on admin tasks
Automatically follow up on quotes and schedule reminders.
Send invoices and update job statuses without manual work.
Track metrics that matter: profitability, conversion rates, productivity.
Before Omnibookr
Generic CRM that doesn't fit trades
Manual data entry and double work
Disconnected tools and lost information
After Omnibookr
Built specifically for how you work
Everything syncs automatically
15+ hours saved per week on admin
Our CRM Customization Process
Step 1
Discovery & Strategy
We learn about your business, workflow, tools, and team to create a winning strategy.
Step 2
Custom Development
Build workflows, integrations, and automation that matches your exact needs.
Step 3
Integration & Testing
Connect all your tools, test workflows, and ensure everything works seamlessly.
Step 4
Training & Launch
Comprehensive team training, documentation, and ongoing support for success.
Choose the Right Setup
CRM Packages That Pay for Themselves
Essential CRM Setup
1-5 team- Basic workflow customization
- Contact and lead management
- Quote tracking system
- Basic reporting dashboard
- Mobile app setup
- 2 hours team training
- 30 days support
Professional CRM Solution
Most popular- Advanced workflow automation
- QuickBooks integration
- Scheduling system integration
- Advanced reporting suite
- Customer portal setup
- Text/SMS automation
- 6 hours team training
- 60 days support
Enterprise CRM Package
20+ team- Complete system transformation
- Custom integrations (unlimited)
- Multi-location support
- Custom reporting & dashboards
- API development if needed
- Role-based permissions
- 12 hours team training
- 90 days priority support
Stop fighting your CRM. Start growing your business.
Get a free CRM audit and see exactly how much time and money you could save.
Free CRM Audit
We'll analyze your current setup, identify bottlenecks, and show you exactly how a custom CRM can transform your business.
Current workflow analysis
Custom solution overview
ROI projections and timeline
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Got questions?
CRM Customization FAQ
How long does CRM customization take?
Most contractor CRM customizations are completed within 2-6 weeks depending on complexity. Essential setups take 2-3 weeks, while enterprise solutions may require 4-6 weeks.
Can you integrate with existing contractor software?
Yes, we specialize in integrating CRM systems with popular contractor tools including QuickBooks, scheduling software, estimating tools, and field service apps.
What CRM platforms do you customize?
We customize leading CRM platforms including Omnibookr CRM, HubSpot, Salesforce, Pipedrive, and Monday.com. We also build custom solutions from scratch when needed.
Do you provide training after customization?
Yes, all packages include comprehensive team training with hands-on sessions, video tutorials, documentation, and ongoing support.
Can the CRM track jobs from quote to completion?
Absolutely. We customize CRM workflows to track every stage of your jobs giving you complete visibility into your pipeline and job progress.
What's the ROI of CRM customization?
Most clients see ROI within 2-3 months through saved time, improved efficiency, and better job tracking. Many save 15+ hours per week on administrative tasks.
Omnibookr is the all-in-one CRM and AI platform built for trades. We help plumbers, electricians, HVAC pros and many more turn more leads into booked jobs, streamline scheduling, and deliver outstanding customer experiences—every time.
Email: [email protected]
Phone: +1 431-600-2665
Office Address: 30 N Gould Street St R., Sheridan Wyoming 82801