CRM setup
A CRM your team will actually use.
Most contractors don't need a bigger CRM. They need one that's set up around how they win work, so leads, bids and follow-ups stop living in one person's inbox or head.
Most contractors don't need a bigger CRM. They need one that's set up around how they win work, so leads, bids and follow-ups stop living in one person's inbox or head.
A recommendation that fits your team's size and budget — often a simpler tool than you've been sold, or a better setup of the one you already pay for.
Stages built around your real process, from first contact to site walk, quote, follow-up and signed.
Customers, general contractors, suppliers and past bids brought in from spreadsheets, inboxes and phones, cleaned up as they go.
Tasks and reminders so a quote never goes cold because nobody remembered to call back.
Email, calendar and your website's contact forms feeding the CRM, so new leads land in one place.
A short session for the team, and a weekly pipeline check that takes minutes, not an afternoon.
A CRM is worth setting up when relationships are your business and nobody can see them all. A few signals:
Where leads come from, who handles them, and what happens between the first call and a signed job.
The right tool for your team, with pipeline stages, fields and reminders that match your process.
Contacts, companies and open bids imported and cleaned up, so the CRM starts useful on day one.
A walkthrough for the team, then a check-in a few weeks later to fix whatever isn't being used.
Whichever fits your team. We'd rather set up a simple tool well than sell you an expensive one nobody opens.
Yes. Often the tool is fine and the setup isn't. We'll clean up the pipeline, the data and the routine before suggesting anything new.
Usually. Contact and quote forms can create a lead in the CRM automatically, so nothing slips between the website and the team.
Book a short video call and we'll talk through how your team sells today and where a CRM would make the biggest difference.
Book a video call