Unanswered call
It landed while the crew was on site.
Contractors
CRM for contractors who can't keep chasing every estimate
You're on a job. The phone rings. An estimate needs follow-up. The office needs to know who's dealing with both. Starter CRM Setup is $900 one-time.
A good enquiry can get buried in a busy day
One person's phone
The message never reached the office.
Quote with no owner
It disappeared from everyone's list.
You don't need the CRM to do the job for you. You need to see what happened, who's responsible and what needs attention next. Whether you're quoting a roof, scheduling a repair or discussing a larger project, the stages should fit your work.
Make the estimate pipeline useful
Illustrative starting point, not a client result. Your team still sets prices, assesses the work and confirms availability.
1
New enquiry
2
Needs a call
3
Estimate arranged
4
Estimate sent
5
Decision pending
6
Won or lost
Dispatching technicians, tracking materials, change orders and job costing may need specialist software. A CRM doesn't become the right replacement just because it has a calendar. Compare routes.
Follow up without sounding like a machine
A short reminder can help
Where it's in scope, we build reply and opt-out behavior, appropriate timing and a route back to a person. Missed-call text-back depends on phone setup and regional requirements. It isn't on by default.
Explore automationKeep the tools that still fit
Already using accounting or job software? We assess whether a supported connection would improve the handoff. We check the actual tools and editions before promising compatibility.
Discuss integrationWhat you get, and what it costs
- Starter CRM Setup — $900 one-time
- Growth Automation — $900 one-time
- Both together — $1,800
- Managed CRM — $559/month
- Migration from $900
- Integration from $1,123 per connection
Platform subscriptions, usage, paid tools, carrier fees and taxes are separate. Website replacement isn't required.
Contractor CRM questions
A contractor CRM tracks customer details, enquiries, estimates and sales follow-up. It helps the owner or office see the next action for each opportunity. It may sit alongside field-service or construction software for dispatch, job costing and project delivery.