Capabilities
What's Actually Verified Working
Modern Trades CRM is being built by a working contractor consultant, not marketed ahead of what exists. Every row below is classified against our own internal build-status review -- updated as things actually get built, not as they get planned. Nothing here is a binding feature commitment.
How to read this page
Only Available means a customer can rely on it today. Everything else is disclosed honestly rather than omitted -- including capabilities we simply haven't verified yet.
Lead & Contact Management
Contact records, custom fields, tags
Verified working -- every lead gets a real, searchable record.
Search across contacts and records
Verified working.
Duplicate-contact detection
Exists at the data layer; no workflow-level duplicate-prevention guard yet.
Lead source / campaign attribution
Capture mechanism exists; not yet wired into every client intake path.
Consent capture (email/SMS)
Consent fields exist; no automation currently enforces them.
Lead import from web forms, chat, phone, social
Not independently verified for this product as of this review.
Sales Pipeline
9-stage sales pipeline (existence)
Pipeline exists and is usable today.
Stage-to-stage automation
Moving a deal through the pipeline is currently a manual step.
Lead qualification workflow
Not yet built.
Won/lost handling with reason tracking
The field and stage exist; no automation triggers on won/lost yet.
Sales-cycle / pipeline reporting
No reporting layer exists yet.
Scheduling
Appointment booking, reschedule, cancel
Verified end-to-end on our own calendar setup. Rolling out per-customer calendars is in progress.
Salesperson/technician assignment
Verified on our own calendar.
Round-robin routing
Observed as a calendar option; not yet verified as a supported feature for customers.
Communications
Two-way SMS and unified conversation inbox
Phone/SMS configuration not independently verified as of this review.
Email sending
Not independently verified as of this review.
Missed-call recovery / text-back
Not built yet.
Customer appointment confirmations
The mechanism exists in test form; live delivery to real customers is unverified.
Unsubscribe and bounce handling
The underlying fields exist; no automation currently enforces suppression.
Marketing & Retention
Customer reactivation campaigns
Not built yet.
Review and referral request automation
The underlying engine exists in code; the trigger that connects it to a real completed job is not built.
Maintenance / seasonal reminders
Not built yet.
Broadcast email/SMS campaigns
Not independently verified as of this review.
Reporting & AI
Reporting and analytics dashboards
No reporting layer exists yet.
AI-assisted features
No AI capability is verified live for this product. Any future AI feature will be labeled here only once confirmed working, never marketed ahead of that.
Explicitly Not Part of This Product
Estimates, proposals, quote acceptance
Not a CRM capability -- would require a separate estimating tool.
Dispatch, technician routing, job costing, inventory
Field-service management is out of scope for this product.
Payroll, accounting, QuickBooks sync
Would require a dedicated accounting integration.
Deposits and payment processing
Requires a separate, verified payment integration -- not configured.
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