How should a contractor choose a CRM?
Choose the CRM that matches how your trade sells: inquiry, site visit, estimate, follow-up, won job and invoice. Then check it connects to your phone, website forms and texting, and that your team will actually use it every day.
Questions to settle first
- Do you sell from a site visit and a written estimate, or book directly?
- Do you need estimates, invoices and payments in the same system?
- How many people need access, and on what devices?
- Which tools must it connect to: phone, website, texting, accounting?
Setup decides whether it works
Roofing, general contracting, painting, electrical and HVAC teams each need pipelines that match their sales steps. We recommend a CRM based on your trade and tools, configure the one you choose, connect intake and train the team.
CRM setup can be a one-time à la carte project ($1,000–$5,000) with a complete technical hand-off, or part of a managed plan.