Sales CRM · Construction & home services
I design, build and run the CRM for construction, HVAC, roofing and remodeling companies, so every lead is followed up, every site visit is booked, every estimate is tracked and every service agreement renews on time.
See it work
Tap a skill. Each one plays the way it runs for a real remodeler, start to finish.
Lead flow · live
Google and Meta ads, Houzz, Angi, Thumbtack, Yelp, your website, calls and referrals all land in one CRM inbox. Seconds later the lead is checked, scored, assigned, texted and booked, and nobody has touched a keyboard.
Lead sources
☞ Tap a source to send your own lead
Automation runs on its own
Integrations · US remodeling stack
Leads from Houzz, Angi, Thumbtack and Yelp. Calls from CallRail. Jobs in Buildertrend. Invoices in QuickBooks. I connect them all to one CRM, so every lead, visit and dollar sits on the same customer record.
Leads in
Live activity
Work out
Connected by native integration, API, webhook, Zapier or email parsing, whichever each platform supports. Product names are trademarks of their owners.
Interactive demo · try it
This is a working walkthrough of a contractor sales process I build in the CRM. Submit a lead, watch it get routed, book the in-home visit, fill the rep's on-site form, and see what the manager receives. Choose different answers to see different outcomes.
Customised by trade
Every trade has a different sales cycle. Pick yours to see the pipeline, the custom records and the automations I'd set up.
End-to-end solution
Most contractors have a CRM, a scheduling tool, spreadsheets and a phone system that don't talk to each other. I connect the whole journey in one CRM.
Every web form, ad lead, call and referral lands in one place, de-duplicated.
Leads are scored and assigned by territory, trade and capacity in seconds.
Visits booked on the rep's calendar with SMS confirmations and reminders.
Line items, options, financing and e-signature from the Opportunity.
Closed Won creates the Job, permits checklist and crew handoff automatically.
Milestones, change orders and customer updates tracked to completion.
Reviews, referrals, warranties and maintenance plans that renew themselves.
What I build
Clicks before code. I use built-in CRM features first, and add custom components only when they clearly pay off.
Lead, Account, Opportunity and Quote processes that match how your team actually sells.
Record-triggered and scheduled Flows that remove manual follow-up.
Records for what you really manage, linked cleanly to accounts and deals.
Secure portals for field reps, subcontractors or homeowners, no full licence needed.
Custom screens and components where a standard page isn't enough.
Owner, sales and ops dashboards with numbers you can trust, reviewed weekly.
Clean data model
Standard records where the CRM already does the job, custom records for the field work. Every record links back to the customer, so sales, ops and service see the same history.
Real project
The challenge
Reps booked in-home appointments by hand, managers chased visit outcomes, and marketing couldn't see which ads produced sales.
Sales Visit automation engineA custom Site Visit object as the data spine, with Flows that create, assign and update visits and keep Lead and Visit data in sync both ways.
SMS + calendar automationDialpad SMS through External Services for confirmations and reminders, calendar events for in-person and second meetings, and Google Calendar sync.
Rep portal & secure feedback formsA rep portal and tokenised guest forms (secure, tested token links), so reps submit visit results from their phone.
Results to the team, instantlyA flow sends visit results to the team the moment a visit completes, and a scheduled flow back-fills results onto the Lead.
Reporting that replaced a paid toolA "Leads with Sales Visits" report type plus a Google Sheets + Looker Studio dashboard for ad spend, cost per lead and conversion.
Reporting
One view of where leads come from, how fast your team responds and what's closing. Example below with illustrative numbers.
Speed to lead
4 min
▼ from 3.5 hrs
Visits booked / week
46
▲ 21% vs last month
Close rate
34%
▲ 6 pts
Agreements renewed
91%
▲ auto-renew flow
Last 90 days
Closed Won, last 90 days
Illustrative figures for a sample HVAC and remodeling company. Your dashboard is built from your own CRM data.
How we work
Map your sales and job process, tools and reports. Find the leaks.
Data model, pipeline, automations and dashboards agreed in writing.
Configured in a sandbox with weekly demos so you see progress.
Real scenarios tested, data cleaned and imported without duplicates.
Go-live, short role-based training and simple how-to guides.
Admin, enhancements and a weekly report on adoption and results.
Typical timeline for a full implementation. Smaller fixes and add-ons often take days, not weeks.
Ways to work together
Already on a CRM, but it's messy or underused.
1–2 weeks
New to CRM, or rebuilding properly.
4–8 weeks
You want a CRM expert on call.
Monthly
Questions
Yes. Most projects start with an existing system. I audit what's there, keep what works, and fix or rebuild what doesn't, without disrupting your team.
Not always. Many contractors run visits, jobs and agreements well in the CRM with custom records and automations. If dispatching crews at scale needs a dedicated field-service tool, I'll tell you up front.
Adoption is designed in: simple page layouts, mobile-friendly actions, fewer clicks and short training by role. Weekly reports show who is using it and where.
Yes. Data is cleaned, de-duplicated and mapped before import, and tested in a sandbox first.
Process IQ Automation works with contractors in the US, Canada, the UK and Europe, with overlap on your business hours for calls and go-lives.
Bring your current process or CRM. You'll leave with three concrete improvements, whether we work together or not.
Free CRM review
Takes one minute. I'll reply within one business day to book your free 20-minute review, built around your trade, your lead sources and your current tools.
