TradeBridgeDigital
All servicesCRM & Lead Management

Turn scattered enquiries into a visible sales pipeline

We build practical CRM and lead-management systems that give every enquiry an owner, status and clear next action.

Discuss your project
Business problem

Good leads are easy to lose when the process is fragmented

Inbox threads and disconnected spreadsheets make it difficult to respond consistently, understand pipeline health or know who should follow up.

What we build

A focused solution, shaped around your workflow

01

Lead pipelines

Stages that reflect how your team actually qualifies and closes work.

02

Intake workflows

Structured capture, assignment and prioritisation for new enquiries.

03

Sales visibility

Useful views for activity, ownership and next steps.

Core features

  • Custom lead stages
  • Website and form capture
  • Assignment rules
  • Tasks and follow-up reminders
  • Pipeline dashboards
  • Role-aware access

Suitable customers

  • Service businesses receiving regular enquiries
  • Small sales teams leaving spreadsheets
  • Founders who need pipeline visibility
  • Teams with inconsistent lead follow-up
Our process

Clear steps from problem to working solution

  1. 01

    Map

    Document the current lead journey and gaps.

  2. 02

    Design

    Define stages, fields, ownership and rules.

  3. 03

    Configure

    Build the pipeline, views and key workflows.

  4. 04

    Adopt

    Test with your team and provide a clear handover.

Pricing guidanceStarting at$1,500

Pricing varies with users, workflow complexity, integrations and data migration.

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Related work & templates

Explore relevant starting points

Bring your lead process into one clear view

Show us how enquiries arrive today and where follow-up starts to break down.

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