Enquiry and lead tracking
Record enquiries in one list and follow them from first contact to a won job.
Log phone calls and referrals in Tradescraft; enquiries submitted through your published Tradescraft website arrive automatically. Track each enquiry from new → contacted → quoted → won or lost, link it to the quote and customer it becomes, and review your quote win rate in the reports.
Catch every enquiry
- Log inbound enquiries with name, phone, city and job detail in seconds.
- Enquiries from your own website's contact form land in the same list automatically, ready to quote.
- Add missed calls and offline enquiries yourself so the team can follow them up.
Follow it to a decision
- Track each enquiry from new → contacted → quoted → won or lost.
- Link an enquiry to the quote and customer it becomes.
- See which jobs you win and which you lose.
Know your numbers
- Follow every enquiry through to won or lost, so none are left half-chased.
- Tag each enquiry with its source, and see your quote win rate in the reports.
Common questions
- Can I see my win rate?
- Yes. Every enquiry links to the quote and customer it becomes, and the quote pipeline report gives you a real win rate without keeping a separate spreadsheet.
- Can I see where my leads come from?
- Yes. Tag each enquiry with its source - a phone call, a referral, your website form - so you can keep track of where your work comes from and put your time where it pays off.
- What happens to an enquiry I don't win?
- You mark it lost and it stays in your history rather than being deleted. You can still follow it up later, so a 'no' now doesn't drop off the radar for good.