Contractor Sales CRM · interactive demo

Every lead has an owner, a value and a next action.

Captured leads3Visible in this queue

Follow-up actions3Calls, emails and reviews

Open pipeline$54,350Sample active opportunities

Installations2Scheduled this week

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Sample workspace loaded

Sample opportunityMaya Chen · Ridgeway Medical

18-camera clinic upgrade

Estimated value: $18,400
Phone: (813) 555-0142
Email: maya@example.com
Address: 4100 N Dale Mabry Hwy, Tampa, FL

Lead status

☎ Call ✉ Email

Sample opportunityCarlos Rivera · Harbor Point Storage

Gate, LPR and perimeter cameras

Estimated value: $26,750
Phone: (727) 555-0188
Email: carlos@example.com
Address: Clearwater, FL

Lead status

☎ Call ✉ Email

Sample opportunityJordan Patel · Northstar AV

Conference-room AV refresh

Estimated value: $9,200
Phone: (407) 555-0116
Email: jordan@example.com
Address: Orlando, FL

Lead status

☎ Call ✉ Email

Ready for your own pipeline?

Three days with the software you select.

Create a real account, choose Sales CRM by itself or add Plan Studio and Proposal Center, then save private projects and install the eligible contractor platform. Trial screens and exports stay watermarked until you subscribe.

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