Psalm/CRM for trades
CRM for tradespeople
Psalm is a CRM for UK tradespeople. Every enquiry becomes a customer record the moment it arrives, sits on a pipeline whose stages you name, and can carry a follow-up that rings your phone at the time you set. Each customer’s record holds their quotes, orders, invoices, payments and jobs, and the assistant answers from those records.
It is built for businesses that win work on a quote and then do the job, and it costs £39 a month for up to three people, never per user.
14 days free, no card. Then £39 a month for three people, or free if it is only you.
Enquiries
Enquiries arrive from your own website through a form Psalm hosts for you or the one you already have, from Google Ads lead forms, from Facebook lead ads through a connector such as Zapier or Make, or typed in from a phone call. Each one becomes a customer record at once, matched on the phone number so a returning customer keeps one record.
The board shows every enquiry by stage, with what each column is worth. Name the stages the way you sell: new, site visit booked, quote sent, deciding. On a phone the board becomes a list for each stage with a Move to button, so it works one-handed.
A real Psalm screen, photographed in a demo workspace we set up as a Guildford kitchen fitter. Wey & Hale Kitchens and its customers are invented. The software is not.
Follow-ups
Set a follow-up on any enquiry for a date and a time. When it comes round, the phone of the person it belongs to shows a notification with a Done button. A to-do on a customer with a due time rings the same way, so a promise made on site is not left to memory.
Keep in touch, switched off until you turn it on, lists the customers you have not spoken to in six months, or whatever gap you choose, and writes a WhatsApp message for each. You read it and press send yourself; Psalm never messages your customers on its own.
The customer record
Open a customer and their quotes, orders, invoices, payments and jobs are listed on the page, with what they have ordered, what they have paid and what is still outstanding. Add your own details too, such as a gate code or an architect’s name, as a label and a value.
Start the quote from the enquiry with one tap and it is priced from your own price list. The customer accepts it on their phone, and the order, the job and the invoice follow from it without retyping.
Already keep customers in a spreadsheet? At setup, hand Psalm the CSV or Excel file and every customer arrives in Psalm with their details.
The assistant
Every paid plan includes an assistant that answers from your own records: who owes you money, which quotes are still open, what you agreed with a customer last spring. It sees only what the person asking is allowed to see.
It can draft a quote from your price list for you to check and send, and it can move an enquiry to its next stage. It cannot record a payment or change a document’s number or total. Essential includes 500 AI credits a month, Professional 2,000 and Scale 6,000; the free plan has none. See what it does.
Fair is fair
A CRM sold to trades often promises a shared inbox and campaigns. Psalm does neither today.
The price
Essential covers the whole business for up to three people. Professional is £99 a month for up to fifteen, and Scale is £199 for up to fifty. Adding the person who answers the phone or a second fitter costs nothing until you outgrow the plan.
Try everything for fourteen days with no card. Nothing is charged at the end: working alone, Psalm carries on free for invoices, quotes, customers and jobs, and with a team you choose a plan. Your data stays where it is either way.
Psalm is made by Jordan Labs Ltd, a company registered in England and Wales, and it runs a working solid surface fabricator every day. Read how it started.
Questions about the CRM
A place that keeps every enquiry and every customer, with what you quoted them, what they paid and when to call them back. A trade CRM also carries the work itself, so the quote, the job and the invoice sit on the customer's record instead of in a separate app.
Yes. When an enquiry arrives, Psalm makes it a customer record straight away. If the phone number matches someone you already have, the enquiry joins their record, so a returning customer is not entered twice.
Yes. In Settings you can name up to twelve open stages in your own words. Won and Lost always come last; you can rename them but not remove them.
Yes. Set a follow-up on an enquiry for a date and a time, and the phone of the person it belongs to gets a notification then. A to-do on a customer with a due time rings the same way.
It answers from your own records and sees only what the person asking is allowed to see. It can draft a quote from your price list for you to check, but it cannot record a payment or change a document's number or total. It comes with every paid plan, 500 AI credits a month on Essential.
Essential is £39 a month for up to three people, Professional £99 for up to fifteen, and Scale £199 for up to fifty. The price is for the company, never per user. Working alone, you can use Psalm free for invoices, quotes, customers and jobs; the free plan has no enquiries board and no assistant, and you send documents yourself.
Fourteen days of everything, with no card. Nothing is charged at the end. If you work alone, Psalm carries on free for invoices, quotes and customers. If more than one person uses it, you choose a plan, or take the others off and carry on free. Your data stays where it is either way.
Bring your customer list, add one real enquiry, and set its follow-up. Fourteen days free, no card.