01
Enquiry arrives
A customer emails, fills in a website form, sends an ad lead, or gets added manually.
LeadPilot CRM by Lead & Trade
Never lose another trade enquiry in your inbox.
The trade-focused CRM that captures enquiries, tracks every lead, books quote visits, sends follow-up reminders, and shows which lead sources turn into real jobs.
buildersroofersdriveway installerslandscapersplumberselectriciansdecorators
Capture leads from Gmail, website forms, Google Ads, Meta Lead Ads, Lead & Trade and manual entry. Demo data is public; real dashboards stay protected.
Sample CRM view
New lead captured
Resin driveway
Joanne C. - EX15 3DA - Website Form
New leads today
4
Quote visits booked
3
Pipeline value
£32,850
Lead captured
Visit booked
Follow-up due
Lead & Trade
gets the lead
LeadPilot CRM
manages the lead
Quotessa
creates the quote, invoice or document
What happens when a lead arrives
From buried enquiry to booked quote visit.
LeadPilot pulls trade enquiries into one practical pipeline, then helps you call, book, quote, chase and report without needing a complicated sales system.
02
LeadPilot captures it
Rules decide whether the enquiry should become a lead, with duplicate checks included.
03
Details are extracted
Where possible, the CRM pulls out name, phone, email, address, postcode and job notes.
04
Pipeline is updated
The lead appears in New, Contacted, Quote Booked, Quoted, Follow Up, Won or Lost.
05
Quote visit is booked
Pick a time and push the appointment to Google Calendar from the CRM.
06
Quote is created
Send the customer into Quotessa so quotes, invoices and documents start with the right details.
07
Follow-up is created
Reminders help the team call back, chase quotes and keep warm opportunities moving.
08
Reports show what pays
Track lead sources, pipeline value, won revenue and where jobs are really coming from.
Built for trades
Not another corporate CRM with a trade logo stuck on it.
Builders, roofers, driveway installers and landscapers need fast capture, quote visits, reminders and simple source reporting. That is the centre of the product.
If one missed driveway, roofing, landscaping or building job is worth thousands, a simple follow-up system can pay for itself quickly. No guaranteed results, just fewer buried opportunities.
Built for trades, not corporate sales teams
Simple pipeline stages, call-back reminders, quote visits, job values and customer notes built around how UK trade companies sell work.
Decide what counts as a lead
Use sender, subject, body keywords, postcode, phone number, labels, source rules or regex to decide what should be captured.
Know where money comes from
Separate Gmail delivery from the real source, such as Lead & Trade, Website Form, Google Ads, Meta Lead Form or manual entry.
Book visits without double entry
Create quote visits and won-job calendar blocks with the customer's address and job description already attached.
Follow up before leads go cold
Create tasks, reminders and activity history so enquiries do not disappear after the first call.
Keep company workspaces separate
Each company workspace is kept separate, with protected routes and role-aware team structure.
Before LeadPilot
Website forms arrive as emails and get forgotten.
Paid leads are hard to separate from ordinary Gmail.
Quote follow-ups depend on memory.
Nobody knows which lead source made the job.
After LeadPilot
Every lead enters a clear pipeline.
Quote visits and won jobs can go into Google Calendar.
Follow-up tasks keep warm enquiries moving.
Reports show which sources are making money.
Integrations
Works with the lead sources trades already use.
Some integrations are active, some are scaffolded for production setup, and all are labelled honestly.
Available
Gmail
Capture leads from connected inboxes using rules and parsing.
Available
Google Calendar
Book quote visits and job blocks from CRM records.
Available
Website forms
Use the public lead endpoint or form tracking script.
Available
Google Ads lead tracking
Capture posted ad lead payloads and track source performance.
Planned
Meta Lead Ads
Webhook verification and lead ingestion are scaffolded for production setup.
Available
Lead & Trade
Package positioning for local lead generation and CRM follow-up.
Available
Quotessa
Save customer details and open quote creation workflows.
Available
Manual entry
Add phone or walk-in enquiries and choose the source.
Lead & Trade Growth Suite
Local leads, CRM, quote tools and follow-up systems for UK trades.
Lead & Trade
Gets the lead
Find and unlock local job opportunities for UK trades, then feed those enquiries into a trackable sales process.
LeadPilot CRM
Manages the lead
Capture enquiries, qualify them, book quote visits, create reminders and report on what turns into work.
Quotessa
Creates the quote
Create professional quotes, invoices and trade documents with customer details already ready to use.
Pricing
Simple starting points for trade teams.
Starter
For sole traders and small teams getting started.
£49/month
Basic CRM pipeline
Gmail lead capture
Website form endpoint
Google Calendar booking
Follow-up reminders
Growth
For companies actively buying or receiving regular leads.
£129/month
More lead source workflows
Team lead handling
Lead source reporting
Quotessa connection
Advanced follow-up
Scale
For multi-user, multi-area or multi-brand teams.
Custom
Multiple inboxes
Custom setup
Team reporting
Priority support
Advanced workflow planning
Capture
Gmail, forms, ads and manual enquiries.
Follow up
Tasks, reminders and activity history.
Report
Source mix, pipeline value and won revenue.
Founding trades / early access
Help shape the trade CRM around real quote work.
LeadPilot is being built around practical UK trade workflows: inbox leads, quote visits, follow-ups, source reporting, Lead & Trade and Quotessa.