CRM for Contractors
Track every lead from first call to signed contract. Full client history, project links, and automated follow-ups in one place.
Bobby Brown
bobby@email.com · (402) 555-0142
LIFETIME VALUE
$48,938
PROJECTS
3
OUTSTANDING
$11,445
Project History
Kitchen Remodel
1827 F St
Bathroom Renovation
1827 F St
Deck Replacement
1827 F St
Recent Activity
Invoice INV-0001 sent
2 hours ago
Proposal approved & signed
3 days ago
Estimate created — Kitchen Remodel
1 week ago
Every contact moves through stages automatically — New Lead, Hot, Active Client, Past Client. See where everyone stands at a glance.
Every email, call, note, and meeting logged against the contact. Full timeline so you never ask 'when did we last talk to them?'
See every project, estimate, and invoice tied to a client in one view. Know their total lifetime value instantly.
Enroll contacts into workflows, add tags, export as CSV. Filter by source, status, or custom segments for targeted outreach.