Electrician CRM: The CRM for Electrical Contractors

What a CRM for electricians should do

A CRM for electricians is the place where every enquiry, quote, job and customer conversation of an electrical business is recorded, so nothing depends on one person's memory or phone. For an electrical contractor CRM, that means three things: a pipeline that shows where every job stands, a record for each customer and site with its history, and one place where customer messages arrive.

The typical failure points in an electrical business are well known:

• Quotes go quiet. You price a rewire or a panel upgrade after a site visit, the week fills up with service calls, and nobody checks back.
• History lives in someone's head. What was installed at this address, when it was last tested and what was quoted is known to the electrician who did it, not to the office.
• Messages are scattered. Customers email plans, send photos on WhatsApp and message on Instagram, often to a personal phone.
• No overview. How many quotes are open, what they are worth and which jobs are waiting to be booked is a guess.

Customermates is a focused electrician CRM for exactly these problems. It is not a field service management suite: it does not dispatch crews, plan routes or produce invoices. Most electrical contractors run it next to their accounting or invoicing tool.

How electrical contractors use Customermates

A job pipeline from enquiry to completion

Deals in Customermates are your jobs. The deal stage is a single-select field you configure, so the pipeline can follow your actual process: Enquiry → Site visit → Quote sent → Accepted → Booked → In progress → Completed. The kanban board shows each job as a card you drag between stages, and grouping by owner, organization or a custom field shows the same jobs by electrician, customer or job type.

Each stage can carry a probability. Customermates uses it to calculate weighted job values and weighted pipeline totals, so you can see what your open quotes are realistically worth. That is a deterministic calculation from your own stage weights, not a prediction.

Customer and site records with the full history

Contacts and organizations hold the people and companies you work for. Deals link to them, and services link to the deals. A landlord with twelve properties, a facilities manager at a factory and a homeowner each get a record that shows every job, note and conversation. See contact management.

Custom fields for electrical work

Add typed custom columns for what your trade needs, for example:

Records do not hold file attachments. Keep photos, test results and certificates in your file storage and store the link on the job.

Follow-up on open quotes

A saved view that filters jobs in the Quote sent stage and sorts them by last update shows exactly which quotes need a call. On Customermates Cloud, a routine can do the checking for you: every Monday morning, the Mate assistant lists quotes that have not moved for a week and drafts a short follow-up for each one for you to review. Starter includes 1 routine per user and Pro includes 5.

Customer messages in one inbox

On Pro and above, the unified inbox brings email (Gmail, Outlook, IMAP), WhatsApp, Instagram, LinkedIn and Telegram into Customermates. You link each conversation to the customer, answer from the office on the original channel, and share a conversation with the electrician on the job. SMS and phone calls are not channels. The guide to customer communication management shows how to set up channels, states and ownership.

AI that works on your records

External AI clients such as Claude or ChatGPT connect through MCP and can create and update jobs, add notes from a site visit or summarize a customer's history. Customermates registers 49 MCP tools; you choose and pay for the AI client. On Customermates Cloud, the built-in Mate assistant does the same inside the app and asks for approval before it sends a message or deletes anything.

Electrician CRM or field service software?

Electrical contractors usually compare two kinds of tools. Field service platforms such as ServiceTitan, Jobber and Housecall Pro bundle scheduling, dispatch, quotes, invoicing and payments. A CRM such as Customermates focuses on customers, jobs in progress and conversations.

Competitor prices are the entry plans listed on the Jobber, Housecall Pro and ServiceTitan pricing pages on 27 September 2026; annual billing and promotions lower them, and user counts differ per plan.

Choose a field service platform when dispatching crews, route planning and on-site invoicing are the daily bottleneck. Choose Customermates when you already invoice elsewhere and your problem is lost enquiries, forgotten quotes and scattered customer messages. Some contractors run both: field service software for the job execution, a CRM for the commercial side with larger customers.

For every size of electrical business

• Sole traders: one pipeline, a handful of custom fields, and your WhatsApp and email next to each customer on Pro.
• Residential contractors with a small team: shared pipeline, roles that limit who can edit or delete, and per-electrician views.
• Commercial and industrial contractors: organizations with many sites and contacts, services for maintenance agreements, and REST, webhooks and n8n for connecting accounting or project tools.

Electricians who work alongside other trades can see how plumbers, HVAC contractors and contractors set up the same system.

Pricing

• Starter (€12 per user per month): contacts, organizations, jobs, services, tasks, custom fields, views, REST, webhooks and MCP.
• Pro (€29 per user per month): adds the unified inbox for email, WhatsApp, Instagram, LinkedIn and Telegram.
• Self-hosted: the open-source core runs on your own server with Docker at no licence cost; the inbox and Mate are cloud-only.

A team of five electricians pays €60 per month on Starter. See pricing for every plan.

Getting started

1. Create your account: the first 7 days are free, with no credit card.
2. Set up the job pipeline: rename the stages to match your process and give each one a probability.
3. Add your fields: job type, sector, inspection dates and document links.
4. Bring in your customers: import contacts and jobs from an Excel workbook (XLSX), one record type at a time, or create them as enquiries arrive.
5. Connect your channels: on Pro, connect your email and WhatsApp under My Profile › Channels.

Frequently asked questions

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An electrician CRM earns its keep when no enquiry, quote or customer message gets lost between the van and the office. Start your free trial and set up your first job pipeline today.