05 / Software
CRM & Marketing Automation for Contractors
Leads are only as valuable as the process that handles them. We set up and connect the CRM, automation, routing and reporting that turn opportunities into scheduled work, and give you a clear view of what's working.
CRM, automation, routing and reporting.
What's included in our contractor CRM setup
CRM setup and integration
A CRM configured around your pipeline and connected to the tools your office and field teams already use.
Lead routing and speed-to-lead
Every call and form routed to the right person, fast, with nothing falling through.
Follow-up automation
Estimate follow-up, nurture sequences and review requests that run without adding office workload.
Dashboards and reporting
One view of lead sources, pipeline and outcomes across every channel.
Custom tools and integrations
Purpose-built connections and lightweight tools where off-the-shelf software falls short.
How it connects
Software is what makes the other four measurable. It closes the loop between marketing spend and booked work.
What we measure
- Response time to new leads
- Lead-to-estimate and estimate-to-job rates
- Revenue attributed by source
We report real numbers with clear context and a defined period. We don't promise outcomes we can't control.
Let's talk
Get more contractor leads
Tell us where the business is headed. We'll show you what the infrastructure behind it should look like.
