Tradify is job-management software for trade professionals: quoting, scheduling, timesheets, job tracking and invoicing, priced per user. It is not a CRM and does not claim to be. CRMandGo is the CRM that sits in front of it, turning enquiries into won work before a job exists to manage.
| CRMandGo | Tradify | |
|---|---|---|
| What it owns | The pipeline: enquiry, qualification, follow-up, documents | The job: quote, schedule, timesheets, invoice |
| Missed enquiry out of hours | AI receptionist answers chat and SMS; a missed call texts the caller back | Not its purpose |
| Timesheets and dispatch | Not a scheduling or timesheet tool | Purpose-built |
| Pricing shape | Per workspace with seats included in the plan | Per user, so cost rises with headcount |
| Built for your industry | AI composes pipeline, intake and document checklists for your trade | Built for trades, configured by you |
| Data residency | All data onshore in Sydney, Australian Privacy Principles | Check the vendor's current data location |
| Can you run both | Yes: CRMandGo wins the job, Tradify runs it | Yes |
If enquiries arrive while you are up a ladder and nobody answers them, CRMandGo is the stronger fit: an AI receptionist over chat and SMS, automatic text-back on a missed call, scored and briefed leads, and a branded portal where the customer enters their own details and uploads what you need. Per-user pricing also means Tradify costs more as your team grows, where CRMandGo includes seats in the plan.
If what you need is a clean way to quote, schedule and invoice the work, with timesheets for your team, Tradify is built for exactly that and CRMandGo is not. We do not do timesheets, dispatch or invoicing.
You do not have to switch to find out. The 14-day trial needs no card, and nothing stops you running Tradify and CRMandGo side by side while you decide. Most businesses that move do it the slow way on purpose: point new enquiries at CRMandGo, leave the existing work where it is, and let the old system empty out as those deals close.
Bringing people across is a spreadsheet. Export your contacts from Tradify as a CSV and import them, mapping each column to a CRMandGo field as you go, and the importer will not write to a field you have not mapped. Names, contact details, the stage a deal is at and your own custom fields all come over. Notes and file attachments generally do not, because every CRM stores them differently, so if history matters keep read-only access to the old system for a while rather than trusting an export to carry it.
What takes the time is not the data, it is deciding how you want to work. That part CRMandGo does for you: describe the business in plain English and it composes the pipeline stages, the intake questions, the document checklist and the wording for your industry, so you are correcting a draft rather than building from an empty screen.
CRMandGo is Australian-owned and part of the MyAndGo ecosystem. Your data is stored onshore in Sydney, under the Australian Privacy Principles. Start free, no card needed.
They solve different halves of the same business. Tradify manages the job once you have it; CRMandGo answers the enquiry, qualifies it and chases the follow-up so you get the job. If your quoting and scheduling already work, you do not need to replace Tradify.
If you are already busy and the pain is paperwork and scheduling, start with a job-management tool. If the pain is missed calls, unanswered enquiries and quotes nobody followed up, start with CRMandGo. Honestly answering which of those costs you more money this month is the right way to choose.
No. Plans are priced per workspace with seats included, so adding your fourth or your tenth person does not change the bill until you outgrow the seat count on your plan. Tradify is priced per user, which is the right model for a tool everyone on the tools logs into daily, and the wrong one for a CRM where the office uses it constantly and the field staff barely do.
Yes, and that is the sensible way to do it. The 14-day trial needs no card. Point your website form and your enquiry phone number at CRMandGo, leave every job you have already won in Tradify, and see within a fortnight whether enquiries you were previously losing start turning into quotes. Nothing has to move for that test to be valid.