CRM for Contractors

Customer Relationship Management

Our CRM helps you better manage your sales and maintain control over your entire process. Everything is centralized, easy to use, and designed for local businesses.

Why is a CRM essential?

Businesses using a CRM sell more and lose fewer customers.

29%

increase in sales

34%

more productivity

42%

better forecast accuracy

27%

better customer retention

Sources: Salesforce State of Sales Report, Trackvia CRM Statistics

Sales Dashboard

Get a quick and complete view of all your opportunities. Track your goals, performance, and sales at a glance.

Smart Tracking

Never let a prospect slip away again. Every call, note, reminder, and interaction is automatically recorded for easy follow-up.

Visual Sales Funnel

Clearly visualize each stage of the sales process: from prospecting to closing. Drag and drop your opportunities and see exactly where you need to act.

Contact Management

All customer and prospect profiles are centralized in one place: contact info, notes, documents, history, and more. Simple, clear, and effective.

Lead Automation (Website & Meta)

Your web leads and Meta Ads automatically enter the CRM in real time. No more manual management: receive your prospects instantly and contact them faster.