CRM for Contractors
A simple visual board that shows every lead and job in your pipeline — from first call to completed job — so nothing gets dropped.
Running Eight Jobs in Your Head Is Not a System
Most roofing contractors track their pipeline in their phone, a notebook, a whiteboard, or just their memory. It works — until it doesn't. A lead falls through, a follow-up gets forgotten, a job's status goes unknown.
When things are busy, the cracks get wider. That's exactly when you can least afford them.
A visual pipeline doesn't make you more organized by nature. It makes the gaps visible — so you can close them before they cost you.
How Pipeline Tracking Board Works for Your Business
The Pipeline Tracking Board gives you one place to see every lead and job in your business. New leads land there automatically. You move them through stages as they progress — inquiry, estimate sent, sold, scheduled, completed.
At a glance, you can see what's waiting for a call back, what quotes are outstanding, what jobs are on the calendar, and what's done. No spreadsheets. No digging through text messages.
It works on desktop and mobile — so whether you're at the desk or on a job site, you know exactly where every lead and job stands.
What’s Included
- Automatic lead capture from calls and forms
- Visual stages from inquiry through completed job
- Works on desktop and mobile
- No spreadsheets, no sticky notes, no lost leads
- Connects with follow-up and review automations
Three Steps. Zero Manual Work.
Leads land automatically
Inbound calls, form submissions, and text inquiries populate the board automatically. Nothing gets missed because someone forgot to add it.
Move leads through stages
As leads progress — from inquiry to estimate, from estimate to sold, from sold to scheduled — they move through the pipeline. Status is always current.
See what needs attention
Open the board once a day and you immediately know what needs a call, what's stalled, and what's on track. 10 minutes of visibility that used to take an hour.
This Automation Is Part of the Minimum Package
Pipeline Tracking Board is included in the Minimum Package — never miss a lead again.
The essential system. Plug the holes in your pipeline so no lead slips through.
Get StartedCommon Questions
What is a CRM for contractors?
A CRM (Customer Relationship Manager) for contractors is a simple system that tracks every lead and job from first contact to completed work. No spreadsheets, no sticky notes — just a clear view of where every job stands.
How is a contractor CRM different from a regular CRM?
Contractor CRMs are built around how field service businesses work — job stages, estimates, crews, and site visits — rather than sales pipelines designed for office-based businesses.
Is it hard to learn?
No. The pipeline board is visual — you see every lead and job as a card moving through stages. Most contractors are comfortable with it within an hour and it replaces the whiteboard or notebook they've been using.
Does it work on mobile?
Yes. You can check your pipeline from your phone on the job site, add notes after a customer call, or update a job status without going back to the office.
What's the difference between a CRM and a pipeline tracker?
For contractors, they're often the same thing. A pipeline tracker visualizes where every lead and job stands. A CRM adds contact history, follow-up automations, and reporting on top of that. Ours does both.
Works Best Alongside
Lead Capture + 5-Touch Follow-Up
When a new lead comes in, the system follows up automatically — 5 times over 7 days — so no lead goes cold while you're running a crew.
Reporting Dashboard
A simple dashboard that shows exactly how your leads, jobs, and revenue are performing — so you always know where your business stands.
Appointment Booking & Reminders
Customers book directly from your website and the system handles all confirmations and reminders — so they actually show up.
Let’s Set Up Your Pipeline Tracking Board System
Book a 30-minute call. We’ll walk through your current process, show you exactly where leads are falling through, and build a system that runs without you managing it.
Book a Strategy Call