Capabilities
What's Actually Verified Working
Modern Trades CRM is being built by a working contractor consultant, not marketed ahead of what exists. This page reflects our own internal capability review -- updated as things actually get built, not as they get planned.
Verified Working Today
Contact & Lead Records
Every lead gets a real, searchable contact record with custom fields and tags for organizing by trade, source, or status.
Sales Pipeline
A 9-stage pipeline exists for tracking leads through to won or lost. Stage-to-stage automation is still in development -- moving a deal through the pipeline today is a manual step.
Appointment Scheduling
Booking, rescheduling, and cancellation are verified working end-to-end. Currently proven on our own calendar setup; rolling out to individual customer calendars is in progress.
Search & Organization
Fast search across contacts and records, with tags and custom fields for filtering.
In Development -- Not Yet Live
These are real parts of the roadmap, not vague future promises -- but none of them are ready for a customer to rely on yet. We'd rather tell you that directly than let a features list imply otherwise.
Two-way SMS and unified conversations
Missed-call recovery automation
Automated estimate follow-up
Customer reactivation campaigns
Review and referral request automation
Broader workflow automation
Reporting and analytics dashboards
AI-assisted features
Explicitly Not Part of This Product
Modern Trades CRM is a lead, sales, and scheduling system -- not a field-service management platform. Dispatch, technician routing, job costing, inventory, pricebooks, and accounting are outside its scope and would require a separate, dedicated tool.
Want to know when a specific capability goes live, or discuss what you actually need?
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