Lead and customer tracking
A shared, searchable history from first inquiry through booked work.
TradeWin Pro
The follow-up workspace built for the trades.
Keep leads, customers, estimates, messages, and next actions in one practical place. Enough structure to stay on top of sales without turning your day into CRM administration.
TradeWin Pro is in development. The demo uses local sample data; accounts, billing, and cloud storage are not active yet.
Today
Sales follow-up
Open leads
18
Pipeline
$28k
Marcus Reed
EV charger install
Olivia Martinez
Panel upgrade
Ava Chen
Recessed lighting
One sales workspace
Built around the handoff from inquiry to booked job.
Estimate follow-up
Due dates, status, notes, and ready-to-edit messages in the same workflow.
Trade-specific toolbox
Calculators and templates tuned to how each service business sells work.
Team seats and roles
Assign owners, share context, and control who can manage workspace settings.
Google account sign-in
Planned secure access through Google without another password to remember.
Reports and exports
Track conversion and pipeline value, then export your own records when needed.
A simpler workflow
01
Capture the lead
Keep the customer, job request, value, source, and owner in one straightforward record.
02
Send the right reply
Use trade-specific templates for inquiries, missed calls, estimates, scheduling, and reviews.
03
Follow the estimate
See what was sent, when the next touch is due, and who owns the follow-up.
04
Book more work
Move won work to booked and learn which lead sources and follow-up habits convert.
Intentionally focused
Sales follow-up, not an everything system.
TradeWin Pro is for lead response, customer context, estimates, follow-up, reviews, and sales visibility.
It is not inventory, dispatch, payroll, bookkeeping, warehousing, product catalog, or medical-surplus software.
Proposed launch pricing
Start solo. Add the crew when needed.
Solo
$24per month
For an owner-operator who wants every lead and estimate in one place.
1 user
- Lead and customer tracker
- Saved tool results
- Estimate follow-up board
- Trade-specific toolkit
- Google account sign-in
- CSV export
Crew
$59per month
For a small team sharing sales follow-up and customer context.
5 users included
- Everything in Solo
- Shared lead pipeline
- Lead assignments
- Internal notes and activity history
- Shared templates
- Role-based team access
Additional seats: $8/month
Explore the demo →Business
$119per month
For established service businesses that need visibility across the team.
15 users included
- Everything in Crew
- Advanced permissions
- Team conversion reporting
- Custom follow-up sequences
- Workspace-level exports
- Priority support
Additional seats: $6/month
Explore the demo →