Sales operations for contractors

Turn every lead into a clear next action.

A1OSIS Sales CRM keeps customer information, quotes, follow-ups, appointments and installation schedules together. Owners control employee access while sales and field teams work from the same live project record.

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✓Lead capture before payment

✓Customer and contact management

✓Working phone, email and map actions

✓Prepared follow-up communications

✓Quote and project status visibility

✓Appointment and installation calendar

✓Owner-controlled employee permissions

✓Immediate access revocation

Capture

Keep the lead even when the customer does not complete checkout.

Assign

Give each salesperson or technician only the customers and actions they need.

Follow up

Call, email, map the site and use prepared messages from the customer record.

Schedule

Track appointments, project tasks and installation dates from one calendar.

Test it before you subscribe

Work a sample pipeline—or open your own three-day workspace.

The public demo uses realistic sample customers, leads, follow-ups and installation events. The full trial creates a private account, activates only the software you select and authorizes contractor-platform installation. Trial screens and exports remain watermarked.

Try the CRM Demo ↗Start CRM Trial →

Sales CRM + Calendar memberships

Choose the team access your operation needs.

Every plan includes the customer pipeline, follow-up workspace and scheduling calendar. Team size and employee controls determine the tier.

Operations Solo

$79/ month

1 user

Customer CRM, lead capture, follow-up actions, appointments and installation scheduling.

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Operations Team

$179/ month

Up to 5 users

Shared sales pipeline, assignments, controlled customer-data access and immediate user revocation.

Choose Operations Team →

Operations Agency

$349/ month

Up to 15 users

Advanced team controls, larger sales and field operations, priority setup and onboarding.

Choose Operations Agency →

Best-value workflow

Add the work that happens before and after the sale.

The Complete platform connects Plan Studio, Proposal Center and Sales CRM. A saved plan can build the quote; the approved quote stays with the customer; the same record carries follow-up and installation scheduling.

One customer and project record
Plan equipment carried into the quote
Proposal status visible in the CRM
Installation scheduling after approval

Explore the Complete Platform →

Available separately

Use the CRM without design software.

Contractors who only need contacts, leads, follow-up and scheduling can subscribe to Sales CRM by itself. Plan Studio and Proposal Center remain optional upgrades.

Explore Plan Studio →Explore Proposal Center →Compare CRM memberships →