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💡 key TRADE CRM features

Trade CRM basics for Clever Customer

A comprehensive work order software offering many key features of a CRM built for tradies that professionally manages your customer relationships? Look no further than AroFlo.


Our Trade CRM basics looks after the relationships you spent so long building.

Delight your customers by giving them access to real-time job information with data pulled directly from our work order software. Leverage the power of custom forms, reports, job histories, documents and GPS tracking. Plus it's a CRM for tradies, so it's built for the types of work and customers you deal with every day.

Trade CRM Features
🔁 Inbound Leads & Work Order Software
Give clients the ability to email or Zap* work orders directly into your AroFlo system.
All job details such as descriptions, location, client contact and documents automatically appear in a new AroFlo job.
*Integrates with Zapier and other 3rd parties
⭐️ Customer Reviews
Invite your customers to review your business on Google or any platform you choose after a successful job. Build a solid reputation and attract more business.
🔐 Client Portal
Give clients access to their own AroFlo dashboard to view current jobs, progress and reporting. Or go a step further and allow them to create their own jobs inside your system.
📣 Upcoming Job Reminders
Send SMS or email reminders to your clients about upcoming job schedules and services.
Reduce costly no-shows!
🏅 Loyalty Discounts
Reward your regulars.
Automatically discounted labour rates and material markups for those clients that give you the most business.
🚚Client Priorities & Fast Despatch
Prioritise your important customers with AroFlo’s priority job dispatch technology.
🤝 Online Invoices & Customer Relations
Allow your clients to comment directly on your invoices. Ensure efficient communication that turns invoices into cashflow quickly.
📈 Reporting
Industry leading custom reports.
AroFlo gives you the power to report on any field that exists inside the software; even custom fields that you create yourself.
All features are available in AroFlo's premium software. For a more simple job management software refer to our AroFloGo product.

Prioritise your best customers.
AroFlo work order software can dispatch your closest technician, fast.

AroFlo works hard to ensure your best customers are getting the service they deserve. Use custom priorities, loyalty rates and special priority dispatch to ensure you are nurturing these client relationships. Develop those nurtured client relationships further by analysing them from every angle with a full suite of business reporting software tools.

Get Started

Manual data entry from your regular customers is slowing you down, our trade CRM won't.

Stop manually copy and pasting job data for every repeat customer and get a CRM for tradies that does it all for you. AroFlo's automated work order software scans and reads PDF documents or emails to create a new job inside of AroFlo instantly.
That's a powerful timesaver.

Get Started
Reed Plumbing Testimonial
"We did look at another program, but AroFlo seemed more intuitive and more customisable"
Back at the office, staff benefit from enhanced cost management and quicker invoicing, meaning more billable hours and more cash flow for the business. Overall, the changes brought on by making the switch to AroFlo have enabled Reed Plumbing and Drainage to finally focus entirely on planning their future, rather than worrying about managing the present.
#nextdayinvoicing #morebillablehours #fullypaperless
Jon Reed
Director | Reed Plumbing & Drainage |
AroFlo Testimonials
Ready to Get Started?

Book a free demo with our sales team and find out why AroFlo is the perfect solution to trade business inefficiency.


Trade CRM & Work Order Software

Can I use AroFlo as a Trade CRM?
Can I email clients from AroFlo?
Can AroFlo’s CRM functionality talk to Xero and other accounting packages?
Can I have multiple business units in one AroFlo account?
Can I send text messages/SMS to clients from AroFlo?
Can I create initial deposit invoices using AroFlo’s CRM tools?

Customise how you view your team's calendar & schedule

AroFlo’s automated customer order imports will cut your admin time in half when work ramps up with your big clients. You can also set up AroFlo to automatically import website enquiries.The system creates tasks straight from clients’ job requests or emailed website enquiries.

So you can be confident the details are accurate for every single job.No matter where you are, you’ll always have your finger on the pulse with instant job alerts that can be sent to anyone in your team.

Free automated Work Order email imports

We offer FREE work order import set-ups with every AroFlo subscription*.

To get set up, all you need to do is shoot through some examples of common job requests sent by your clients.And we’ll take care of the rest.*Fair use policy applies.

Simple email to job conversion

AroFlo extracts all of the critical information from the email body – client contact details, priority, due dates, and job description – and uses it to automatically create a job card. It’s just like having an extra pair of hands.

Use it with AroFlo’s document storage and the job request email and document will be automatically added to your newly created job card. With everything stored in one place, you’ll always have the right job information at the touch of a button.

1. Client sends email

Perfect for clients like real estate agents, strata managers and FM companies that email lots of jobs.

2. AroFlo reads email

AroFlo works with consistent document layouts such as HTML, PDF, CSV and Word.

3. Auto job creation

Alerts will notify you and your team when new jobs hit your inbox.

Get your business sorted
How would you like to get started?
Start simple with Job Management basics.
AroFlo. WorkLife, sorted.
Full-featured, premium product.