Contractor CRM & management software
See every lead, job, and conversation in one connected pipeline — the contractor CRM built into your whole system.
No website setup fee. Try the full system free for 4 weeks.
Contractor CRM
Part of the core system
- Built for home service contractors
- Included in the core system
- Live fast — no website setup fee
Stop losing leads in sticky notes and half-read texts
Voicemails here, texts there, a notepad on the dash, a form email you meant to answer yesterday. When every lead lives somewhere different, follow-ups get forgotten and jobs quietly go cold. A contractor CRM and management software puts every lead, job, and conversation in one pipeline so nothing slips.
One pipeline instead of ten places to look
The fastest way to lose a job is to lose track of it. A CRM gives every lead a place to live and a clear status — new, contacted, quoted, booked, won — so you always know exactly who needs a follow-up and who is ready to schedule.
Instead of digging through your phone and your memory at the end of a long day, you open one dashboard and see your whole business at a glance. The leads that used to fall through the cracks now sit right in front of you, waiting to be moved forward.
Every conversation in a single inbox
Calls, texts, web forms, chat messages, and missed-call text-backs all flow into one unified inbox tied to the customer’s record. No more guessing whether you replied on text or email, or which family member you spoke to last week.
Because the full history travels with the contact, anyone on your team can pick up where the last conversation left off and sound completely on top of it. Customers feel looked after, and you stop repeating yourself.
Follow-up that happens without you remembering
Most jobs are lost not to a competitor but to silence — a quote that never got a second touch. The CRM automates those nudges, sending timely follow-ups to leads who have gone quiet so warm prospects do not slowly cool off.
You decide the cadence; the system handles the reminders. That steady, professional follow-through is the difference between a quote pad full of maybes and a calendar full of booked work.
The hub the whole system runs on
Your CRM is the backbone of Review Presence. Your website feeds it, booking writes to it, review requests trigger from it, and your reporting reads from it — one connected system instead of a stack of tools that do not talk.
It is included in your core plan at 4-weeks free, then $297 per 4-weeks, with no setup fee. As your lead volume grows, the CRM is what keeps the chaos organized and the jobs moving.
Leads die in sticky notes and half-read texts
Voicemails here, texts there, a notepad on the dash. When every lead lives somewhere different, follow-ups get forgotten and jobs go cold. A CRM puts every lead, job, and conversation in one pipeline so nothing slips.
Curious where you rank? Run a free Google Maps rank checkBuilt to turn attention into booked jobs
Every detail is designed around how home service contractors actually win work.
Smart Website
Included in your connected Review Presence system.
Missed Call Text-Back
Included in your connected Review Presence system.
5-Star Review Funnel
Included in your connected Review Presence system.
Local SEO
Included in your connected Review Presence system.
Unified Inbox
Included in your connected Review Presence system.
Appointment Notifications (SMS + Email)
Included in your connected Review Presence system.
Live fast, then optimized for booked jobs
No months-long project. We build, launch, and keep improving what converts.
We learn your business
Your trade, service area, and the jobs you want more of — mapped before we build.
We set it up for you
Everything is configured inside one connected system, wired to your website and CRM.
You go live fast
We plug in your details and launch quickly — no long, technical project.
We optimize for booked jobs
Tracking shows what drives calls, so we keep improving what converts.
Contractor CRM questions
Straight answers to the questions contractors ask most.
Is a contractor CRM included to manage my leads and jobs?
Yes, the contractor CRM is included in the core system at $297 per 4 weeks with no extra fee. Every call, text, form fill, and chat lands in one pipeline so you can see which leads are new, contacted, quoted, and booked. Nothing has to be re-entered by hand, and nothing sits in a notebook on the dashboard of a truck.
What is a unified inbox and why do contractors need one?
A unified inbox puts calls, texts, website chats, and emails into a single conversation thread per customer, no matter which channel they used. Contractors need it because leads arrive across five or six places and each one is a separate chance to lose the thread. One inbox means one place to check and one history to reference.
Do I need a CRM if it is just me and one truck?
Yes, and arguably more than a large company does, because a solo operator has no office staff catching what falls through. When you are on a roof, the CRM is what remembers to follow up on the estimate you sent Tuesday. Owner-operators typically see the fastest gain, since the follow-up work was simply not happening before.
Can I see which leads actually turned into booked jobs?
Yes, every lead moves through a visible pipeline from new to contacted to booked, and the analytics show which source produced each one. That tells you whether the map pack, your website, or paid ads is paying for itself. Most contractors are surprised by which channel actually drives revenue once they can see it instead of guessing.
Does this work with Housecall Pro, Jobber, or my existing field software?
Yes, the system connects with common contractor tools including Housecall Pro, and Zapier support covers most other platforms. Review Presence handles the front end of the customer journey, capturing leads, following up, booking, and generating reviews, then passes the booked job to the software your crews already use for dispatch and invoicing.
Can I text customers from my computer instead of my phone?
Yes, you can send and receive business texts from a desktop browser or your phone, using your business number rather than a personal cell. That lets an office manager handle conversations at a keyboard, keeps the full thread searchable, and means customer messages do not disappear with an employee's phone.