14-day Pro trial

Create your company workspace without entering a card.

Construction CRM software

Keep every customer relationship connected to the work.

ProBuilder OS connects the people behind a residential job to its lead, proposal, project, and client record. Sales teams keep the next action clear, production inherits the approved context, and leadership can follow the relationship without stitching together separate systems.

Start 14-day Pro trial Compare plans

See each customer, opportunity owner, status, value, and next action
Keep sales activity and approved commercial decisions connected
Carry customer context into the project and client experience

Construction CRMResidential sales pipeline

Sample workspace5 open opportunities

Weighted pipeline$2.02M

Next follow-upToday · 2:30 PM

Residential-firstPurpose-built workflows

Role-awareProtected team and client views

ConnectedOne lead-to-project history

More than a deal tracker

A construction CRM should preserve the relationship across every handoff.

Residential customer relationships move through qualification, site visits, scope and budget decisions, proposals, production, changes, invoices, and ongoing communication. When each phase starts in a different tool, the company loses context and the client feels every disconnect.

Sales ownership stays visible

Owners and sales managers can see who owns the opportunity, what is due, what is stale, and which relationship needs attention.

Commercial decisions stay attached

Keep project type, location, budget, timing, decision makers, notes, proposal status, and approved terms in the same operating story.

Customer context reaches production

Carry client information, scope notes, the approved proposal total, payment schedule, and responsible team into the active project.

Connected capabilities

Everything important stays attached to the work.

Use focused workflows for each responsibility without creating another isolated source of truth.

Customer and project context

Connect contact details to the project address, type, budget, timeline, source, and qualification context behind the relationship.

Visual sales pipeline

Move opportunities from new lead through contact, site visit, estimate, follow-up, negotiation, won, or lost.

Accountable relationship ownership

Assign and reassign work by salesperson while preserving an activity history for accountable handoffs.

Next-action discipline

Track upcoming follow-ups, last contact, priority, and the next recommended action while the opportunity is active.

Proposal and project continuity

Build the proposal from qualified context and convert approved work into a project without recreating the customer record.

Company-wide relationship oversight

Monitor pipeline value, stale leads, activity, assignments, and the continuing project relationship from authorized role-aware views.

Customer lifecycle

One customer record from inquiry through the active job.

The relationship record becomes more useful at each stage instead of being abandoned when the sale is complete.

Start this workflow in ProBuilder OS

1
Capture and qualify
Record the client, project, location, budget, timing, source, and early risk signals.
2
Build the commercial decision
Give one salesperson clear ownership, keep the next action current, and connect proposal status and approved terms.
3
Hand off to production
Convert eligible won work into the active project with the client, property, value, notes, and responsibility intact.
4
Continue the client relationship
Keep protected project messages and published client information connected to the same company and job context.

The operating difference

Replace fragmented customer history with one connected operating record.

Before

Work gets reconstructed.

Sales contacts and active clients live in separate tools
Follow-ups and decisions disappear into inboxes
Approved terms are detached from the project
Clients repeat context at every company handoff

With ProBuilder OS

The record moves with the job.

One relationship begins with the opportunity
Ownership, activity, and next actions remain visible
Approved proposal context becomes the project baseline
Authorized client communication stays with the job

Product rollout clarity

See what works now—and what is coming next.

Start with the connected workflows available today. Planned capabilities stay labeled clearly while ProBuilder OS continues to expand.

Available in the current product

Customer, lead, and project context
Pipeline stages, assignment, and follow-ups
Sales notes and activity history
Connected proposals and approved project handoff
Protected project and client communication

Coming next

Inbound email and text capture
Configurable lead routing automations
Call transcription and summaries
Source-level attribution reporting

Questions, answered

What contractors should know.

What is construction CRM software?

Construction CRM software manages the relationship and project context behind contractor customers—from the first inquiry through qualification, proposals, follow-ups, the project handoff, and continuing client communication. Unlike a generic contact database, it connects the person to the work the company is selling and delivering.

How is construction CRM different from lead management?

Lead management focuses on pre-sale intake, ownership, follow-up, pipeline movement, and conversion. Construction CRM is the broader relationship layer that connects those lead operations to the proposal, active project, responsible team, and protected client experience.

Can ProBuilder OS assign leads to different salespeople?

Yes. Leads can be assigned and reassigned, and role-aware views help salespeople focus on their work while owners and authorized managers retain company-wide visibility.

Does a won lead become a project?

Yes. The conversion workflow carries the client, contact information, project address, type, budget, notes, and assignment context into a new project so the production team does not start from a blank screen.

Is ProBuilder OS available now?

Yes. Companies can create a workspace and start a 14-day Pro trial. Core lead, pipeline, estimating, project, task, schedule, and client-portal workflows are working now. AI-assisted proposal scope drafting is in a controlled rollout for eligible Pro and Business workspaces; other AI assistance, selected integrations, advanced automations, public mobile-store distribution, and offline field operation remain clearly labeled as planned.