CRM choice and setup
A recommendation based on your trade, team and current tools, then configuration of the CRM you choose.
AI & Business Automation
CRM for Contractors
One record from first call to final invoice.
CRM for contractors: we help you choose and configure a CRM that fits a trade business, with leads, estimates, jobs, follow-up and reviews in one record, then connect your phone, website forms, AI answering and text so nothing is entered twice. Roofing, general contracting, painting, electrical and HVAC teams each get pipelines built around how they actually sell.
Discuss this serviceExplore the scopeExplore Sales & Customer OperationsOne record follows the job.
Every inquiry, estimate and follow-up stays connected.
- Inquiry
- Site visit
- Estimate & follow-up
- Won job & invoice
Pipeline reports show what needs attention.
Connect at the signal layer.
CRM for Contractors works in the signal layer. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
The business opportunity
CRM for Contractors,
with a clear purpose.
Leads arrive by phone, text, web form and referral and end up in notebooks, inboxes and memory. Estimates are sent and never followed up, and nobody can see which jobs are waiting on whom.
See every opportunity in one place, follow up on schedule, and connect estimates and invoices to the same record. Your team keeps using the CRM after we hand it off.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
See the ownership pathway Your retained assets
Documented workflows, configurations and operating instructions.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build
with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
Trade pipelines
Stages for inquiry, site visit, estimate, follow-up, won and lost that match how your trade sells.
Connected intake
Phone, website forms, AI answering and text messages flowing into the same records.
Follow-up and hand-off
Automated reminders, simple reports and training so your team runs it day to day.
From first conversation to working system
How the work moves.
- 01
Map how you sell
Walk through how a job moves from first contact to final invoice.
- 02
Configure
Set up pipelines, fields, templates and permissions.
- 03
Connect
Bring in phone, forms, text and existing contacts.
- 04
Hand off
Train the team and agree who owns the CRM going forward.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Which CRM do you use?
We recommend one based on your trade, team size and existing tools, and configure the CRM you choose.
Can you move our existing contacts?
Yes, within the agreed scope. We review the data first and agree what moves and how duplicates are handled.
Is this a one-time project?
It can be. À la carte automation projects run $1,000 to $5,000 one time, with a complete technical hand-off. CRM work is also part of the managed plans.
Who owns the CRM account?
Your business keeps ownership of its accounts and data; access and hand-off responsibilities are written into the agreement.
Make the next decision with context
From the service to your business decision.
Explore the business growth FAQ ↗Meet the people.
Define the work.
Consultation-scoped pricing
This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.
Read the pricing and scope termsDiscuss the work for your businessStart with your business
Put CRM for Contractors to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.