Contractor workflow
New inquiry → contact → estimate appointment → estimate sent → follow-up → won/lost.
Key needs
- Phone and form lead capture
- Estimate pipeline
- Appointment reminders
- SMS
- Missed-call follow-up
- Review requests
A contractor-focused CRM guide covering inquiries, estimates, appointments, SMS, pipelines, and review requests.
Independent guidance focused on process fit, total stack cost, and practical implementation.
Start with the CRM selection guide →New inquiry → contact → estimate appointment → estimate sent → follow-up → won/lost.