CRM & business automation for Cardiff tradespeople

Keep the job context beside the next action

What would this look like in a small trade business?

Our fictional plumbing example follows one customer, one job and one quote. The record holds the original request, the quote reference, the latest reply and a named next action. When the customer changes the visit date, the old follow-up stops and a person confirms the new arrangement.

Walk through the customer-record example. It shows the checks and limitations as well as the intended handover.

Use what already works before adding another system

1. Describe one recent example. Tell us where the information arrived, what happened next and where someone had to copy, search or chase. A redacted example is enough.
2. Check existing features. Your CRM or trade software may already cover part of the job. We review the supported features, access, subscription and practical limits before proposing a connection.
3. Agree a small scope. Define the fields, ownership, human approvals and how failures will be noticed. Confirm setup and ongoing costs before work begins.
4. Test the handover. Use sample records, check duplicates and replies, and agree how to measure whether the process actually helps.

Already using trade software? Read our guides to Tradify enquiry handling, Jobber phone enquiries and ServiceM8 phone workflows. Integration feasibility depends on the tools, plans and permissions involved.

Working with MMD in Cardiff and South Wales

MMD Solutions Ltd is registered in Cardiff. We visit customers in person by arrangement and can discuss requirements remotely. Tell us where your team works so we can agree the delivery approach, availability and any travel costs before committing to work.

Our registered correspondence address is 15 Neptune Court, Vanguard Way, Cardiff CF24 5PJ. It is not advertised as a walk-in customer office. Email support@mmd-solutions.co.uk to arrange a conversation; our contact hours are Monday–Friday, 9am–5pm.

We also support businesses elsewhere in the UK. The right starting point is a process we can improve and test, rather than a particular postcode.

Questions before you start

Do we need a CRM first?

No. We can discuss whether a simple tracker, your current job-management software or a CRM best fits the problem. Read when a small trade business needs a CRM before deciding to migrate.

Can you work with a sole trader or a small team?

Yes. The useful question is whether the repeated admin justifies a change. A straightforward current process may need only clearer ownership or a better next-action list.

What will it cost?

Callback starts at £49/month, with enquiry and quote follow-up or invoice and payment reminders at £19/month each, plus one £49 standard setup fee. Prices are before any applicable VAT. Custom CRM connections and wider workflow work are scoped and quoted separately. We agree software charges, maintenance and any travel costs in the proposal.

Can we see something before signing up?

Read the illustrative examples or try the phone-to-text demo. The demo shows that specific capture step. The paid enquiry and invoice additions need a compatibility check and agreed scope; custom CRM connections are quoted separately.