LeadPilot CRM by Lead & Trade

Trade sales pipeline software built around real quote work

Most trades do not need heavyweight enterprise sales software. They need to know who called, who needs a visit, who has been quoted and who needs chasing.

Use cases

Move leads through practical trade stages.

Keep customer details and notes attached to the opportunity.

Use reports to understand pipeline value and won revenue.

Relevant CRM features

Kanban pipeline view.

Follow-up queue and activity history.

Calendar events for quote visits and won jobs.

Capture from the places enquiries already arrive.

LeadPilot is designed to accept multiple lead sources and keep reporting clear. If an enquiry arrives through Gmail but came from a website form or lead partner, it can still be tracked as the real source.

Gmail

Capture leads from connected inboxes using rules and parsing.

Google Calendar

Book quote visits and job blocks from CRM records.

Website forms

Use the public lead endpoint or form tracking script.

Google Ads lead tracking

Capture posted ad lead payloads and track source performance.

Meta Lead Ads

Webhook verification and lead ingestion are scaffolded for production setup.

Lead & Trade

Package positioning for local lead generation and CRM follow-up.

Quotessa

Save customer details and open quote creation workflows.

Manual entry

Add phone or walk-in enquiries and choose the source.

Pricing starting points

Starter

For sole traders and small teams getting started.

£49/month

Growth

For companies actively buying or receiving regular leads.

£129/month

Scale

For multi-user, multi-area or multi-brand teams.

Custom

Ready to see it working?

See how the CRM looks with sample trade leads.

The demo uses dummy data only. Your real CRM stays protected behind login.