Builder CRM
Construction CRM for subcontractors
Every builder you quote in one place: the company, the people at each one, what they have bought, what they still owe you, and who to email about it.
The builder list is a spreadsheet, and the real contacts are in a phone
Most shops know their builders perfectly well and have it written down nowhere. The company name lives in a spreadsheet, the estimator's mobile number lives in somebody's phone, the accounts-payable address lives in a forwarded email, and the answer to "how much work did we do for them last year" takes an afternoon.
The cost is not admin time. It is the quote that went to a shared inbox instead of the estimator who asked for it, the past-due invoice chased at the wrong address, and the builder nobody called back because the person who owned that relationship left.
- One company, several people, each needing a different kind of email
- The same builder typed four slightly different ways across four bids
- No answer to what a customer is worth, or what they owe right now
What you get
What it does
Companies and the people at them
Two screens because they are two questions: a roster of builders, and a directory of every named person with the company beside them. Every identifier is live: the name opens the contact, the email opens a mail client, the phone dials.
A person per job to be done
A contact carries the role they actually serve (estimating, billing, site), and billing contacts carry an order, so the quote reaches the estimator and the invoice reaches accounts payable.
The named individual is assigned
Pick a builder on a bid and the person you are quoting is filled in and named on screen. Every automated message about that bid (the follow-up, the change order, the payment reminder) is then addressed to them, with the account's own addresses copied rather than dropped.
What a customer is worth
Lifetime value, what they booked in the last twelve months, average ticket, open jobs, outstanding receivable and how much of it is past due, per builder and rolled up across the book.
Win rate by builder
Which builders you actually win, ranked by money quoted. It stays silent until there are enough decided bids to mean anything, rather than reporting one loss as a nought per cent.
A directory you can query
Search across the whole roster, or narrow it with plain operators: by account, role, title, owner, no email, no account, silent. A mistyped operator is named on screen and narrows nothing, because a filter that quietly matches nothing is how somebody decides a contact was deleted.
It files, it does not fork
Saving a bid's client resolves to the builder you already have, matched on the same name key accounts dedupe on, and a person already on file by email is not created twice.
One statement per builder
A builder with six open invoices gets one statement with one balance to settle, each line carrying its own dates, not six separate reminders.
How it works
Start to finish
- 1
Bring the list in
Import your customers and contacts from a QuickBooks or spreadsheet export, with the column mapping shown for you to confirm and every unreadable row named rather than dropped.
- 2
Name the right people
Add the estimator and the accounts-payable contact once, tagged with what they are for. Everything downstream reads those tags instead of guessing.
- 3
Quote from the record
A bid picks the builder, pre-fills the person, and pins them, so the office is not re-typing a client on every bid.
- 4
Read the relationship back
Open a builder and see their jobs, their bids, what they owe, how long they take to pay and when you last finished something for them.
A CRM for a business that quotes, not one that prospects
This is deliberately not a sales-pipeline product with deal stages, lead scoring and an email sequencer. A specialty subcontractor does not have a funnel of a thousand leads; it has thirty or forty builders, and the work is remembering which person at each one asked for what and getting back to them. So the record here is the builder and the people at them, and the pipeline is the bids themselves, with a follow-up board that tells you which quotes have gone quiet and a rule that buries one nobody answered for six months so it stops flattering your win rate.
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The one thing that makes it worth keeping current is that nothing else guesses. Payment reminders, change-order approvals and quote follow-ups all resolve the recipient through the same function, so they cannot disagree about who a builder's person is. Fill the roster in once and every automated message for the life of the relationship goes to the right inbox.
A contact carrying no email is a real state and it is called out rather than left blank: the collections worklist offers to fix it on the row, without leaving the list, through the same form the roster itself uses. There is one way to write a contact, so there is one set of rules about it.
Customers, contacts and items sync with QuickBooks Online if you want them to, with every inbound change staged as a reviewable diff rather than written over your record.
Common questions
- No. The builder record and the job pipeline are the two halves of one module, Sales & Job Management. They are written up separately because people arrive looking for one or the other, not because they are two purchases.
See it on your own jobs.
A 20-minute walkthrough, on your real pipeline. No slide deck, no pressure.