CRM Dashboard · Contractors

Lead Tracking & CRM for Contractors

Contractors lose more money to forgotten follow-ups than to lost bids. When a lead comes in while you're on a job, it ends up in voicemail or a text thread and goes cold. We build a lightweight CRM that captures every lead and reminds you to follow up until it's won or lost.

Get a proposal

Custom-built · From $1,900 · No templates, no per-booking fees

Sound familiar?

1

Leads buried in voicemail, texts, and email while you're on a roof

2

Quotes sent and then forgotten — no system telling you to chase them

3

No idea which marketing actually produced this month's jobs

Why a custom system fits contractors

Contractors don't need an enterprise CRM with 200 fields — they need speed-to-lead and disciplined follow-up. We build the few things that move money: instant capture of every inbound lead, a follow-up reminder so quotes don't die, and source tracking so you stop paying for marketing that doesn't produce jobs.

What your crm dashboard includes

Every lead and customer in one searchable pipeline
Follow-up reminders so no quote goes cold
Full contact + job history at a glance
Quote and proposal tracking through to close
Source tracking so you know what marketing works
Notes, tags, and statuses built around your process

Frequently asked questions

Is this easier than HubSpot or Jobber?
Yes — we build only what you'll actually use, around your process, with no monthly per-seat fees. No bloat, no learning curve.
Will it remind me to follow up on quotes?
Yes. Every open quote carries a follow-up reminder so jobs don't slip through the cracks while you're in the field.
Can it tell me where my leads come from?
Yes. Each lead is tagged with its source, so you can see which marketing produced real jobs and cut what doesn't.

Ready to scope your crm dashboard?

Tell Jordan how your contractors business runs today. We'll design a system around it and send a proposal within 2 business days — free.

👋 Hi! I'm Jordan

Tell me about your business — I'll find the right system for you.