Lead & Trade
Gets the lead
Find and unlock local job opportunities for UK trades, then feed those enquiries into a trackable sales process.
Lead & Trade Growth Suite
Local leads, CRM, quote tools and follow-up systems for UK trades.
Lead & Trade gets the lead. LeadPilot CRM manages the lead. Quotessa creates the quote, invoice or document. Together they are positioned as a practical growth stack for trade companies.
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.
Why bundle it?
One sales workflow from lead to quote.
The practical advantage is not having separate tools that forget each other. A lead can be generated, captured, followed up, quoted and reported on without losing the customer details.
Trades do not need three disconnected systems for leads, follow-up and quoting.
Lead generation, lead management and quoting can work as one joined-up sales workflow.
Paid leads can be tracked through to quote visits, won work and lost reasons.
Follow-up tasks help warm enquiries stay visible.
Pipeline reporting makes return on investment easier to understand.
Customer details can move from CRM lead to Quotessa quote without retyping where connected.
A practical example
Step 1
Lead & Trade sends a local paving enquiry.
Step 2
LeadPilot captures the customer, postcode, job type and follow-up task.
Step 3
Quotessa opens a quote with the customer details ready.
Ready to see it working?
Start with the CRM, then connect the wider suite.
LeadPilot can stand alone as a CRM foundation and also fits the Lead & Trade and Quotessa workflow.