Construction Client Database / CRM (Excel)

£4.99

Construction Client Database (CRM) – Description

The Construction Client Database (CRM) is a simple system designed to help trades and contractors store, manage, and stay on top of client details without messy notebooks, lost numbers, or forgotten follow-ups.

Built specifically for construction trades, this CRM helps you keep track of clients, jobs, contact details, and work history so nothing slips through the cracks.

It’s not bloated software — it’s a practical, easy-to-use system that works in the real world.

What This CRM Helps You Do

Keep all client details in one place
Track past, current, and repeat clients
Remember who owes quotes, invoices, or follow-ups
Look more professional and organised
Save time chasing information
Build repeat work and referrals

Important Features

Client name, contact details & address tracking
Job notes & work history
Quote and invoice status tracking
Follow-up reminders
Simple job reference system
Easy Excel format (no tech skills needed)
Ideal for self-employed trades & small LTD companies
Scales as your client list grows

Who It’s For

Self-employed tradesmen
Subcontractors
Small construction businesses
Anyone juggling multiple clients and jobs

Bottom Line

If you want to stop losing client details, missing follow-ups, and relying on memory —
this Construction Client Database (CRM) keeps your work organised and your business moving forward.

I want this!

Construction Client Database / CRM (Excel Sheet Based Tool) is a simple, no-nonsense system built for trades and contractors to store client details, track jobs, and stay organised. It helps you manage contacts, quotes, invoices, and follow-ups in one easy Excel sheet — no software, no subscriptions, and no tech skills required. Designed for self-employed tradesmen, subcontractors, and small construction businesses, this tool keeps your client information clear, professional, and under control so nothing gets forgotten. Simple. Practical. Built for site life.

This CRM is designed for trades who want control, clarity, and consistency in their business without complicated software. It helps you: Keep all client and job information in one place Avoid forgetting follow-ups, quotes, or invoices Respond quickly to clients with accurate details Build a more professional and reliable reputation Stay organised as your workload grows Because it’s Excel-based, you: Own the file outright Can customise it to suit your trade Don’t rely on apps, logins, or subscriptions Can use it offline or online This tool works whether you’re: Running one or two jobs a week Managing multiple clients at once Growing from self-employed into a small business It’s not about fancy features — it’s about keeping your work, money, and clients under control so you can focus on the job.