CRM & Sales Tracking
Customer relationship management and sales pipeline tools built for contractors — track leads, send proposals, manage follow-ups, and close more jobs.
How to Choose
A CRM built for contractors does more than store contacts — it tracks leads from the first inquiry through signed contract and helps you follow up consistently without letting anything slip. The biggest wins come from automating the follow-up sequence: most residential contractors lose jobs simply because they never sent a second message. Look for a CRM that integrates with your estimating tool so you're not re-entering the same job information twice.
Key Features
Lead PipelineVisual board showing every prospect and where they stand in your sales process
Proposal BuilderGenerate and send professional proposals without leaving the CRM
Automated Follow-UpTrigger email or text sequences automatically after a lead goes quiet
Job Source TrackingKnow which marketing channel is generating your best leads
Mobile AppAdd leads and update deal status from the job site or truck
Estimate IntegrationPush approved estimates to your accounting or project management system
What to Look For
- Pre-built templates for common contractor follow-up sequences
- Two-way texting so clients can reply without needing an app
- Win/loss reporting to identify which services have the best close rates
- Calendar integration to book site visits without going back and forth
- Custom fields for job-specific details like square footage or permit requirements