Lead Tracking for Decorators
Track leads from first enquiry to won job. Never let a potential client go cold again.
Every enquiry is a potential job. But if you do not follow up, leads go cold and you lose work. The problem is not a lack of leads — it is a lack of follow-up.
Trade Assist helps you track every lead from first enquiry to won job, so no potential client ever slips through the cracks.
Deep Dive: Lead Tracking
Every enquiry your decorating business receives is a potential job — but only if you follow up. The harsh reality is that most decorators lose work not because they cannot do the job, but because they do not follow up on leads quickly enough. A lead that goes cold is a job lost to a competitor who was more responsive.
Trade Assist Lead Tracking gives you a clear pipeline for every enquiry, from first contact to won or lost. Record every lead with its source — referral, website, advert, walk-in — and track it through stages: new, contacted, quoted, won or lost. At any moment, you can see exactly how many leads you have, what stage they are at and which ones need a follow-up.
The source tracking feature is a marketing tool in disguise. By recording where each lead came from, you build up a picture of which marketing channels actually work for your business. If most of your won leads come from referrals, focus on generating more referrals. If your website leads have a high conversion rate, invest in SEO. If a particular advert produces lots of leads but few conversions, stop spending money on it. This data takes the guesswork out of marketing spend.
The follow-up reminders ensure no lead ever goes cold. The system shows you which leads need a follow-up and when, so you can make the call at the right moment. For decorators who hate chasing, the AI Email Writer can draft the perfect follow-up email in seconds — professional, polite and effective. Consistent follow-up is the single biggest lever for increasing your conversion rate, and Trade Assist makes it effortless.
See Lead Tracking in Action
Watch a 2-minute demo of how lead tracking works in Trade Assist
Start Free TrialKey Benefits
Never lose a lead
Track every enquiry and follow up at the right time. Convert more leads into jobs.
See your pipeline
Know exactly how many leads you have and what stage they are at.
Follow up on time
See which leads need a follow-up and when. Never miss the moment.
Features
Lead pipeline
Track leads through stages — new, contacted, quoted, won or lost.
Follow-up reminders
See which leads need a follow-up and when to contact them.
Lead source tracking
Record where each lead came from so you know what marketing works.
How It Works
Capture the lead
Record every enquiry with contact details and source.
Track the stage
Move the lead through stages as you make contact and quote.
Follow up and win
Follow up at the right time and convert the lead into a job.
Frequently Asked Questions
Can I track where leads come from?
Yes. Record the source of each lead — referral, website, advert — so you know what marketing works.
Can I see which leads need following up?
Yes. The lead pipeline shows the stage of every lead and which ones need a follow-up.
Can I see my lead conversion rate?
Yes. The lead pipeline shows the total number of leads, how many were won and how many were lost. This gives you a clear conversion rate and helps you identify where in the pipeline leads are dropping off.
Can I assign leads to team members?
Yes. On the Business plan, you can assign leads to specific team members for follow-up. Each person sees their own leads and can update the stage as they make progress.
Can I track the value of my lead pipeline?
Yes. Record the estimated value of each lead and the system shows the total potential value of your pipeline. This helps you forecast revenue and prioritise the most valuable leads.
Can I convert a lead directly into a quote?
Yes. When a lead is ready to be quoted, convert it into a full quote with one click. The client details carry over automatically, and the lead is marked as quoted in the pipeline.
Related Features
Customer CRM
Keep every client, quote, job and payment in one place. Never lose track of a lead or forget a client detail again.
Quoting Software
Create professional, branded quotes in minutes with automatic paint calculations, room-by-room measurements and AI-assisted proposals.
AI Email Writer
Write professional client emails in seconds. Quotes, follow-ups, reminders and thank-yous — all written for you.
Business Dashboard
See your whole business at a glance. Quotes, jobs, revenue and performance in one clean dashboard.