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Leads + CRM + Quotes

Leads + CRM + Quotes - one growth system for UK trades.

Lead & Trade gets the enquiry. LeadPilot keeps it moving. Quotessa turns it into a professional quote.

Example workflow - dummy data

Source: Lead & Trade

Spend: 8 credits

Status: Quoted

Follow-up: Tomorrow

Outcome: Tracking

Problem

Most trades lose money because leads, quotes and follow-ups are scattered.

A lead has to be judged, contacted, quoted, followed up and measured. When those steps live in different places, profitable work is easy to miss.

Solution

One workflow from enquiry to quote to win.

Trades can track source, spend, quote status, follow-ups and won/lost outcomes without pretending every enquiry becomes work.

Flow

From job post to ROI

1

Homeowner posts job

2

Trade previews privacy-safe lead

3

Trade chooses whether to unlock

4

Lead moves into pipeline

5

Quote created in Quotessa

6

Follow-up reminders

7

Job marked won or lost

8

ROI tracked

Lead & Trade marketplace

Live

Privacy-safe homeowner job posting and trade lead previews.

LeadPilot CRM workflow

Beta

Pipeline stages, outcomes and follow-up tracking inside the trade dashboard.

Quotessa quote builder

Preview

Quote drafts, line items, VAT toggle, notes, terms and browser print/PDF workflow.

Honest rollout

Lead & Trade is being built area-by-area. Growth-suite labels are deliberately clear: Live, Beta, Preview or Coming soon. No fake volume claims, no fake reviews and no guaranteed work.

Growth-suite FAQs

Are all growth-suite features live?

No. Lead & Trade lead intake and dashboard workflows are live where the account and database are configured. Some CRM and Quotessa features are beta or preview and are labelled that way.

Does the growth suite guarantee work?

No. It helps trades judge, quote and follow up enquiries, but Lead & Trade does not guarantee lead volume, responses or job wins.

Are homeowner details private in the CRM flow?

Yes. Full contact details stay hidden until the approved unlock or contact step.

Join the founding trade network

Preview local jobs, choose what to unlock and turn suitable enquiries into proper quotes.