The CRM's board of enquiries, quotes and jobs, in a client's colours

The CRM's board a minute later, in a client's colours: a bathroom renovation has moved from Quoted to Job booked with its start date, and the total in play is lower.

The CRM's Today page on a phone: an enquiry waiting 40 minutes, its area on a map and buttons to reply or call

The CRM's Today page on a phone a minute later: the enquiry has waited 41 minutes, with its area on a map and buttons to reply or call.

Every enquiry, quote,
job and invoice,
in one place.

We set it up for the way your business works, move your old records in, and put it on your own web address in your colours.

Set up for the way you work, your records moved in, on your own web address in your colours.

Book a call How it compares

Set up for you stages and words that fit your work
Records moved in from a spreadsheet or your old system
Your colours on your own web address
Where it came from the page and search behind each enquiry

The CRM in the colours of Valen Construction, whose website we also built. The customers are invented.

One enquiry, followed to the win

The stages of an enquiry

New enquiryWaiting 40 minutesSite visit bookedQuoted $328,000Won

New enquiry

Basement suite, V3S. Found on Google, came in through the site.

Waiting 40 minutes

Today puts the longest wait first, with the reply already written.

Site visit booked

The reply goes and the visit goes on the calendar.

A quoted job in the CRM: its stages, the price, the day 5 chaser to send and the buttons for won and lost, with an invented customer

Quoted $328,000

If it goes quiet, the day 5 chaser is ready.

The CRM's Results page: the money won in a month, the enquiries that became quotes and jobs, and the search that brought the win

Won

Results shows which search brought the win.

The CRM from torchdeck against off-the-shelf CRMs and agency platforms sold under a brand
	OursWith torchdeck	Off-the-shelf CRMs	Agency platforms sold under a brand
Set up Who each provider's pages show setting the system up. Read 3 November 2026.	By us, for the way you work	Set up by you, or by a partner you hire	Set up by the reseller
Your old records What each provider's help pages say about bringing records in. Read 3 November 2026.	Moved in by us	Imported by you, from a file	Imported by you, from a CSV file
Look and address What each provider's pages say about a logo, colours and a web address. Read 3 November 2026.	Your colours, on your own web address	Varies: a name or domain in the address, a logo on some pages	Under the reseller's name, logo and web address
Your website What each provider's pages say about building or joining a website. Read 3 November 2026.	Built together: each enquiry shows its page and search	Often a website builder of their own	Pages built inside the platform
Quotes and invoices What each provider's pages say about quotes and invoices. Read 3 November 2026.	Beside the enquiry they came from	Quotes on certain plans; invoices often a higher plan or another app	Invoices in the platform, often estimates too
Moving out What each provider's help pages say about taking records out. Read 3 November 2026.	Export everything, any time	Files you export yourself	Contacts you export to a file
Who you call How each provider's pages say you reach support, and on which plans. Read 3 November 2026.	The people who set it up	Chat, email or phone, with more on higher plans	Often through the reseller

Set up
With torchdeck: By us, for the way you work
Off-the-shelf CRMs: Set up by you, or by a partner you hireAgency platforms sold under a brand: Set up by the reseller
Who each provider's pages show setting the system up. Read 3 November 2026.
Your old records
With torchdeck: Moved in by us
Off-the-shelf CRMs: Imported by you, from a fileAgency platforms sold under a brand: Imported by you, from a CSV file
What each provider's help pages say about bringing records in. Read 3 November 2026.
Look and address
With torchdeck: Your colours, on your own web address
Off-the-shelf CRMs: Varies: a name or domain in the address, a logo on some pagesAgency platforms sold under a brand: Under the reseller's name, logo and web address
What each provider's pages say about a logo, colours and a web address. Read 3 November 2026.
Your website
With torchdeck: Built together: each enquiry shows its page and search
Off-the-shelf CRMs: Often a website builder of their ownAgency platforms sold under a brand: Pages built inside the platform
What each provider's pages say about building or joining a website. Read 3 November 2026.
Quotes and invoices
With torchdeck: Beside the enquiry they came from
Off-the-shelf CRMs: Quotes on certain plans; invoices often a higher plan or another appAgency platforms sold under a brand: Invoices in the platform, often estimates too
What each provider's pages say about quotes and invoices. Read 3 November 2026.
Moving out
With torchdeck: Export everything, any time
Off-the-shelf CRMs: Files you export yourselfAgency platforms sold under a brand: Contacts you export to a file
What each provider's help pages say about taking records out. Read 3 November 2026.
Who you call
With torchdeck: The people who set it up
Off-the-shelf CRMs: Chat, email or phone, with more on higher plansAgency platforms sold under a brand: Often through the reseller
How each provider's pages say you reach support, and on which plans. Read 3 November 2026.

Set-up, records, branding, websites, quotes and invoices, export and support: the product and help pages that CRM providers publish, 7 providers read, November 2026. Features and support differ by plan.

What is a CRM, and does a small business need one?

A CRM is where a business keeps every enquiry, customer and quote, so nothing is lost between a phone call and a start date. A business that lives on enquiries and quotes usually needs one. A shop that sells over the counter often does not.

What does the CRM do for a builder or a trade?

It keeps every enquiry, quote and job in one place, from the first message to the finished work. It is made for builders, trades and other businesses that live on enquiries and quotes.

Will you move my customers across?

Yes. We set it up for the way your business works and move your records in from the spreadsheets, apps or notes you keep now.

Will it look like my business?

Yes. It uses your colours and your own web address, so your customers see your business and not ours.

Does the CRM do quotes and invoices?

Yes. A quote, and the invoice that follows it, sit beside the enquiry they came from, so you can see where each one stands.

Book a call

30 minutes. We call you at the time you pick.

How the business runs today
Where the time goes
What you pay for now
What we would build and run, and the price

Or write to hello@torchdeck.com

Every enquiry, quote,
job and invoice,
in one place.