Category · 6 min read
CRM vs job management software: what trades actually need
Jobber, Tradify, Fergus, ServiceM8 — brilliant job management. But they're not CRMs. Here's what the two categories do differently.
Two different categories
Job management software (Jobber, Tradify, Fergus, ServiceM8, SimPRO) handles the job: quoting, scheduling, timesheets, invoicing. Customer relationship management for trades (Trackori Trades) handles the customer: follow-ups, callbacks, repeat work, referrals, customer history.
The tell
If you look up a customer in your job management software, you see their jobs. If you look up a customer in a proper CRM for trades, you see their full history — every call, visit, quote, photo, voice note, follow-up — years of relationship in one screen.
Why most trades businesses need both
Job management software is essential from quote-accepted to invoice-paid. Customer relationship software is essential for everything either side — winning the job, winning the next job, keeping the customer for years.
How they work together
Most trades businesses use Trackori Trades alongside Jobber, Tradify, Fergus or ServiceM8. Jobs live in the job management tool. Customer relationships live in Trackori. CSV export/import keeps them in sync.
Key Takeaways
- Job management ≠ customer relationship management.
- Job management shows you jobs. CRM shows you the whole relationship.
- Most trades businesses benefit from using both.
Also read
Trackori Trades
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