Articles for service business owners


Introducing Leads to YourTradeBase

13th July 2014

A smarter workflow starts with a lead.

You probably already receive leads by customer phone calls, referrals, websites – maybe even from social networks. But how do you manage them to maximise the work you might win?

To grow a successful business, keeping on top of new leads is vital.

Well, we’ve got your back: introducing Leads to YourTradebase.

Now you can create, track, manage and organise new work opportunities quickly and easily. Watch a quick video about leads in YourTradebase:


Manage your leads to win more work


See at-a-glance all your open, won and lost leads. How many leads do you have and what are they worth?

For each of your leads, YourTradebase shows you who it’s for, what it’s for and it’s estimated or quoted value.

You’ll also see what tasks are due and whether you’ve sent a quote to this customer.

See what you need to do to win more work at a glance.


Stay organised to stay on top of new work


One easy-to-scan screen for each of your leads.

Keep notes, important tasks and reminders for your leads. When you’re ready to quote, it’s just one click away!

Easily find the details you need to stay on top of new work opportunities.


Easily keep track of your work leads


Managing the status of your leads is just a single click away…

Won the work? Great! You can convert a lead into a job in one click.

Lost the lead? We’ll make the admin easy.


Start managing your leads in YourTradebase

These changes are ready for you to get started with in YourTradebase right now.

Just sign into your account (or start a free 30-day trial) and start managing your leads and working smarter today.




About the author

Co-founder and CEO of Helping organise service businesses and their paperwork.

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