14-day Pro trial

Create your company workspace without entering a card.

Construction lead management software

Own every construction lead from inquiry to project.

ProBuilder OS gives residential contractors a focused lead workspace for qualification, ownership, follow-up, proposal progress, and the final handoff. Admins keep company-wide control while each salesperson works the opportunities assigned to them.

Start 14-day Pro trial Compare plans

Give every lead a clear owner, stage, priority, and next action
Keep qualification notes, activity, value, and proposals connected
Convert won work from an approved proposal into a complete project record

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

Accountable preconstruction sales

A lead should never disappear between the inbox and the jobsite.

Construction opportunities carry more than a name and phone number. The project address, scope, budget, timing, site visit, decisions, proposal, and next action all matter. ProBuilder OS keeps that operating context visible so ownership is clear and production does not have to reconstruct the sale.

Admin intake stays organized

Create or hold new opportunities in an intake queue, then assign the right active team member when the lead is ready.

Sales ownership stays focused

Salespeople see and control their assigned leads while owners and admins retain the company-wide view of workload and progress.

The handoff has a real gate

Won work moves forward only when its proposal is approved and its payment schedule is complete, protecting the project baseline.

Connected capabilities

Everything important stays attached to the work.

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

Complete lead profile

Record client contact details, project address and type, source, budget, timeline, priority, and qualification notes.

Assignment and transfer history

Assign or reassign an opportunity while preserving who made the handoff, when ownership changed, and what happened next.

Pipeline and follow-up controls

Update stage, priority, estimated value, next follow-up, and sales notes from the working lead record.

Searchable operating view

Filter opportunities by status, owner, priority, and project type while overdue and stale follow-ups remain visible.

Append-only activity history

Keep assignment, status, note, and commercial activity attached to the lead with the responsible team member identified.

Proposal-to-project connection

Build the proposal from the qualified opportunity and carry the approved client, property, value, and ownership context into production.

Lead ownership workflow

Move the opportunity by making the next decision visible.

Lead management stays practical: qualify the work, establish one accountable owner, keep the follow-up current, and preserve the approved commercial record at handoff.

Start this workflow in ProBuilder OS

1
Capture the opportunity
Create the lead with its client, property, project type, source, budget, timing, priority, and early qualification detail.
2
Assign accountable ownership
Keep the lead in admin intake or assign it to a salesperson whose workspace is limited to the work they are authorized to manage.
3
Advance the next action
Update the stage, follow-up date, value, notes, and proposal status as the client moves toward a decision.
4
Hand off the approved baseline
After the lead is won and the proposal is approved, convert the same record into a project without retyping the sales story.

The operating difference

Replace personal follow-up systems with one accountable lead record.

Before

Work gets reconstructed.

New inquiries wait in an unowned inbox
Follow-up dates live in personal calendars
Notes and proposal versions are scattered
Production re-enters what sales already learned

With ProBuilder OS

The record moves with the job.

Admin intake and assignment are visible
Every lead has a stage and next action
Activity and proposals stay with the opportunity
Approved context becomes the project baseline

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

Admin intake and manual lead creation
Assignment, reassignment, and ownership history
Status, priority, budget, and follow-up controls
Search, filters, sales notes, and activity history
Connected proposals and gated won-lead conversion

Coming next

Website, email, and text inquiry capture
Round-robin and configurable routing rules
Source-level attribution reporting
Call transcription and assisted follow-up drafts

Questions, answered

What contractors should know.

What is construction lead management software?

Construction lead management software organizes the pre-sale work behind a potential job: client and project details, qualification, ownership, pipeline stage, next follow-up, activity, proposals, and the eventual handoff. It is more operationally specific than a basic contact list.

How is this different from the ProBuilder OS construction CRM?

This page focuses specifically on day-to-day lead intake, assignment, follow-up, pipeline movement, and conversion. The construction CRM is the broader customer and sales lifecycle that connects those opportunities to proposals, projects, and the continuing client relationship.

What can salespeople see compared with admins?

A salesperson works the leads assigned to them and can manage the lead through the authorized sales and conversion workflow. Owners and admins retain visibility across the full lead desk, team workload, assignments, and company progress.

Can an assigned salesperson convert a lead into a project?

Yes. The assigned salesperson can convert eligible work after the lead is marked Won, its proposal is approved, and the proposal payment schedule matches the total. Owners and admins can oversee and complete the same controlled workflow.

Does ProBuilder OS automatically capture emails, texts, or website inquiries?

Not yet. The current product supports manually created lead records and logged sales activity. Automated website, email, and text capture, routing rules, and deeper attribution are planned rather than presented as available today.