Custom CRM for contractors who sell jobs—not just deals

We build CRM software around bids, job sites, crews, and change orders—the stuff generic CRMs bury in custom fields and spreadsheets.

Contractor sales is not a linear funnel. It is estimates, site visits, revised bids, awarded jobs, and crews in the field. If your CRM still needs a job tracker spreadsheet beside it, the CRM is not fit for the trade.

Diagnose My Workflow

What breaks today

The pain we hear on almost every intake

Leads and bids scattered across email and texts

Nobody knows which estimates are outstanding or who promised a callback Tuesday.

Won jobs that ops learns about late

Sales closes in the truck; the office finds out when scheduling already broke.

CRM built for office sales, not field reality

Reps skip updates because mobile CRM is clunky and fields do not match how jobs actually run.

What we build

Focused deliverables—not a vague retainer

Lead-to-bid-to-job pipeline for your trade

Estimate status, follow-ups, awarded work, and lost bid reasons you can learn from.

Crew and job context on every account

Site address, scope notes, photos, and change order history tied to the customer—not a folder of texts.

Handoff to scheduling and invoicing

When a bid wins, dispatch and billing get structured job data without re-keying.

How we work

One workflow, one milestone, expand from proof

Walk the path from lead to paid job

We talk to estimators, office staff, and crew leads—not just ownership.

Build what gets opened in the truck and the office

Mobile-friendly bid status for reps; pipeline and job queue for the office.

Connect QuickBooks or your job costing tool

Customer and job records stay aligned when finance needs them.

Questions

Straight answers

Those tools fit many trades well. Custom CRM wins when your bid workflow, crew model, or integrations need more than configuration allows—and spreadsheet side systems prove it.

Yes. We design mobile views for the updates that actually happen on site—not desktop-only pipelines.

We build stages and fields for how you sell—multi-bid commercial, service agreements, or mixed work.

Yes. CRM, quoting, and job tracking often belong in one system—or tightly linked modules we build in phases.

Lead tracking, bid pipeline, and won-job handoff often ship in 6–12 weeks before advanced reporting.

Diagnose one workflow. Get a bounded recommendation.

Answer a few targeted questions about one bottleneck and we’ll tell you whether a small first milestone is justified—usually around $2k–$20k depending on scope.

Scope-Lock Satisfaction Guarantee

Scope-Lock Satisfaction Guarantee: if the milestone does not match what we scoped, we keep working free until it does—or refund it if we miss after you hold up your end.