FOR CONTRACTORS & HOME-SERVICE TEAMS
CRM for contractors
from the first call to yes.
GoCRM is a CRM for contractors, remodelers, and home-service teams. Keep calls, texts, site visits, and estimate follow-up in one place your office and field crews can use from a browser or phone.
A project inquiry
An on-site conversation
Estimate follow-up
The next happy customer
BUILT AROUND YOUR DAY
The job may be on site. The context stays with you.
A missed detail can become another call back to the office. Keep customer conversations, project interests, and upcoming tasks together so everyone knows what has been discussed and what comes next.
- Capture phone calls and website inquiries
- Coordinate site visits and task ownership
- Keep open estimates visible in your sales pipeline
Sample contacts and stages, tailored to your industry.
RESPONSIVE BY DESIGN
Stay in the conversation after the estimate goes out.
Give every project inquiry an owner, acknowledge new requests, and create a next step around estimates. Follow up with useful context when the customer is ready to talk.
See how follow-up connectsWhat a contractor CRM should do for your business.
Most contractor leads start with a phone call, and the work is often won or lost between the site visit and the signed estimate. A CRM for contractors captures every inquiry, gives it an owner, and keeps follow-up going until the customer decides.
Capture every call and web inquiry
Tracked phone numbers, website forms, and imports bring new project inquiries into one list with the source attached, so nothing is left on a sticky note or in someone’s voicemail.
Marketing AttributionCall and text from the job site
Your team can call and text customers from a business number on a smartphone or laptop, and every conversation is saved to the customer record.
Built-In CallingFollow up on every open estimate
Set up pipeline stages for inquiries, site visits, estimates, and decisions, then automate reminders and check-ins so promising work doesn’t go quiet after the first visit.
Sales PipelineSchedule site visits without phone tag
Share a booking link, sync Google or Microsoft 365 calendars, and send appointment reminders, with every visit saved to the customer record.
Calendar & TasksTHE TOOLS BEHIND THE RELATIONSHIP
Contractor CRM tools
for the office and the field.
Your business number, wherever work takes you.
Call and text from the browser or mobile app while keeping the conversation connected to the customer.
Take a closer look Sales PipelineSee the work still on the table.
Set up stages for inquiries, visits, estimates, and decisions. Keep the next action close to every opportunity.
Take a closer look Marketing AttributionKnow where the next project came from.
Track calls and form inquiries back to campaign sources, from online ads to a dedicated number on a yard sign.
Take a closer lookA FEW GOOD QUESTIONS
Contractor CRM
questions, answered.
Start with the way you work today. Build a more connected next step.
Talk through your setupWhat is a contractor CRM?
A contractor CRM is customer relationship management software for builders, remodelers, and home-service businesses. It keeps leads, calls, texts, site visits, and estimate follow-up in one record so the office and the field team always know where each job stands.
Is GoCRM a good fit for general contractors and remodelers?
GoCRM covers the sales side of the job: capturing inquiries, scheduling site visits, following up on estimates, and tracking which marketing brings in work. General contractors, remodelers, and specialty trades can set up stages and fields that match their own process.
Can our office and field teams use the same customer record?
Yes. Browser and mobile access help your team keep calls, texts, appointments, and notes connected to the contact, wherever the workday takes them.
Can we follow up on estimates automatically?
Use custom pipeline stages and workflows to schedule messages or create a follow-up task. You control the timing and templates, and can step in when a customer replies.
Can we follow up with leads who don’t answer?
Yes. Trigger a text or email when a lead arrives or a call is missed, and create a call task for the right person. Automated messages stop when the customer replies.
Does GoCRM replace our estimating or project software?
GoCRM organizes leads, customer communication, and sales follow-up. Use the demo to discuss how it fits alongside the estimating, invoicing, or project-management tools you already use.
FROM THE GOCRM JOURNAL
Put your everyday follow-up to work.
Guides on call tracking, lead response, and keeping field teams connected.
YOUR NEXT CHAPTER STARTS HERE
Give your next project a clearer path to yes.
A personal walkthrough, built around your team.
Industry photography and product previews are illustrative. Customer names, conversations, and workflows are examples.