TradeOps · Lead management for small businesses
Enquiries that arrive as leads.
Everything that comes in through your website, and the ones you take on the phone and type in yourself, in one list with a note of where each came from. A lead becomes a customer and a quote without being typed in again.
The screen
What is on it.
The same screen on a laptop, a tablet or a phone, from the same login.
/admin/leads
Every enquiry, newest first, with its source: website, phone, referral
What they asked for, in their words, and the topic they picked
The status: new, contacted, quoted, won, lost
One click to make them a customer and start a quote
Who is handling it, and the notes so far
How it is used
Three steps, in the order they happen.
01
Someone fills in your contact form
The form is part of your site, which is part of the system, so the enquiry lands here with its topic and their details — not in an inbox to be copied out.
02
Someone picks it up
Mark it contacted, add a note. The list shows what is new and what has gone quiet.
03
It becomes a customer and a quote
One click makes the customer record and opens a quote with their details already in it. The lead is marked won when the quote is accepted.
Done differently
The form and the list are the same system.
A website on one platform and a job app on another need a connector between them, and the connector is where enquiries go missing. When the site is the system, there is nothing to connect.
Who it is for
Businesses that lean on this part.
Each of these pages shows the sites already running on the platform.
Straight answers
The questions people ask about it.
One price, one system
This is one part of it. The price covers all of it.
Nothing here is a module you switch on later. The website, the office and every screen on this page come as one system at one price.