Contractor CRM software to manage customers, quotes & follow-ups.

Why UK contractors choose HiveSuite as their CRM

Generic CRM tools like HubSpot, Salesforce, or Zoho are built for sales teams in offices - lead scoring, marketing funnels, email campaigns. They do not connect to your jobs, your schedule, your invoices, or your compliance documents. They are designed for a world where "closing a deal" means signing a contract, not turning up at someone's house with a van full of tools.

HiveSuite is a CRM built specifically for contractors and trade businesses. Every customer record connects directly to their quotes, jobs, invoices, payments, compliance documents, and portal access. When a customer calls, you can see their entire history in seconds - what you quoted, what you did, what they paid, and when they last had work done. No searching through emails, no asking "which job was that for?"

Customer records that connect to everything

Every customer in HiveSuite has a complete record: contact details, multiple site addresses, full job history, every quote sent, every invoice raised, every payment received, compliance documents issued, files shared, and any notes you have added. When Mrs. Johnson calls about a leak and you last visited her property eight months ago, you can pull up her record in seconds and see exactly what you did, what you charged, and what you noted about her system. That kind of instant recall builds trust and wins repeat business.

Customers are not just names in a database - they are connected to every piece of work you have done for them. This means you can see at a glance which customers generate the most revenue, which have outstanding invoices, and which are due for their next service.

Quote pipeline and follow-up tracking

Every contractor has lost work by forgetting to chase a quote. The customer was interested, you sent a price, and then life got busy and you never followed up. Two weeks later they have hired someone else. HiveSuite tracks every quote from draft to sent to accepted to declined. You can see at a glance which quotes are pending, which are going cold, and which need a nudge.

HiveAssist, the built-in AI assistant, drafts quote line items from a short description of the work and can draft polite follow-up messages for unapproved quotes. Send the follow-up with one tap. The difference between winning and losing a job is often just a well-timed reminder.

Online enquiries that auto-create customers

HiveSuite includes embeddable enquiry forms you can add to your website, Facebook page, or Instagram bio link. When a potential customer fills in the form with their details and a description of the work, HiveSuite creates their customer record and a draft quote automatically. No manual data entry, no copy-pasting from emails. Every lead is captured and ready for follow-up - even when you are mid-job and cannot answer the phone.

Repeat business and maintenance contracts

Many contractors thrive on repeat customers - annual boiler services, recurring maintenance contracts, seasonal work, regular clients who call whenever something needs doing. HiveSuite stores the full history so you can see when a customer last had work done and proactively reach out when a follow-up or service is due. Set up recurring jobs that auto-generate each cycle and recurring invoices that send automatically. Your best customers stay loyal because you never forget about them.

Customer portal for self-service

Every customer gets a branded login where they can view their job history, upcoming work, approve quotes, pay invoices, access compliance documents, upload files, and message your business. For contractors, this means fewer phone calls, faster approvals, and a professional experience that makes you stand out from competitors who still rely on texts and phone calls. When a landlord needs a copy of a gas safety certificate from six months ago, they can pull it up themselves. The portal is included on all plans.

Invoicing and Xero and QuickBooks integration

Convert any completed job to an invoice in one tap. Stripe is included on all plans if you want to offer card payments, or use your own payment methods. For contract customers, set up recurring invoices that send automatically. The invoice reminder board tracks every outstanding payment at a glance.

HiveSuite integrates with Xero and QuickBooks so your invoices, payments, and customer records sync automatically. No double-entry, no manual exports. Your accountant sees clean, up-to-date books without you lifting a finger.

Customer analytics with HiveIntel

HiveIntel is HiveSuite's built-in reporting and AI analytics tool. Ask questions in plain English and get instant answers from your own data:

• "Who are my most valuable customers?" - rank customers by total revenue
• "Which customers have outstanding invoices?" - chase overdue payments
• "How much repeat business did I get this quarter?" - measure customer loyalty
• "What is my quote conversion rate?" - see how many quotes turn into jobs
• "Show me customers I have not worked for in over 6 months" - find follow-up opportunities

Results come back as charts, tables, or dashboards. Schedule the ones you use regularly for automatic email delivery.

Not a generic CRM - a contractor's CRM

HiveSuite is not just a contact list with some notes. It is a complete business management platform where the CRM is woven into every workflow. A customer record connects to their quotes, their quotes convert to jobs, their jobs go on the schedule, your team sees the work on HiveCrew, the job converts to an invoice, and the payment is tracked against the customer. Everything is linked. That is the difference between a generic CRM and a CRM built for contractors.

Built for UK contractors

HiveSuite is designed from the ground up for UK service businesses - GBP pricing that includes VAT and workflows that match how UK contractors actually work. Plans start from just £34.99 per month with a 30-day free trial and no credit card required. Every plan includes every feature.