Contractor CRM without the complexity
Leads, estimates, jobs, and invoices in one place — built for general contractors and trade professionals.
What is contractor CRM software?
Contractor CRM software is a customer and project management platform built for construction and trade businesses. It handles the full bid-to-build cycle: tracking leads, managing estimates, winning contracts, coordinating subcontractors, tracking project progress, and invoicing clients. Unlike a generic sales CRM, contractor CRM is structured around how construction work actually moves — from a prospect and a site visit, to a proposal, to a signed contract, to crews on the job, to a final payment and a referral.
The key problem contractor CRM solves is visibility across multiple simultaneous bids and projects. Most contractors are managing 5 to 50 active bids at any time, along with several live projects. Without a system, bids go cold because no one followed up, projects go over budget because costs weren't tracked, and customers don't come back because the relationship ended when the job did.
ProFlow360 gives contractors a single platform that connects the customer record to the bid pipeline, the active project, the invoices, and the follow-up sequence for future work. Estimators, project managers, and field crews all work from the same data. When a customer calls, your team sees everything — every quote, every job, every conversation — without hunting through email or asking around.
Who uses contractor CRM?
Any contractor who juggles bids, active projects, and customer relationships benefits from a purpose-built CRM. Common users include:
- General contractors managing multiple trade subs
- Residential and commercial construction companies
- Electrical contractors handling new construction and service
- Plumbing contractors on residential and commercial projects
- HVAC contractors with new installs and service accounts
- Roofing contractors managing insurance claims and retail bids
- Painting and specialty coating contractors
- Specialty trade contractors in any discipline
Key features for contractors
Everything a contractor needs to manage bids, run projects, and build repeat business.
Bid and Estimate Tracking
Track every open bid in your Pipeline. See bid status, value, and follow-up date at a glance. No more lost proposals or forgotten callbacks.
Project Management
Manage active jobs with work orders, crew assignments, phase tracking, and document storage — all tied to the customer record.
Subcontractor Coordination
Assign phases to subs, share job documents, and track completion status. Keep every trade on the same page without endless email threads.
Document Storage
Attach contracts, permits, plans, photos, and change orders to job records. Every document is where you expect it, linked to the right project.
Progress Billing
Create invoices by phase or milestone. Collect deposits, progress payments, and final draws — with Stripe payments on Pro and Enterprise plans.
Work Order Tracking
Create work orders for crews and subs. Log time, materials, and completion notes. Tied directly to the project and customer record.
Job Profitability Reporting
Compare estimated vs. actual costs by job, crew, or service type. Identify where margin leaks happen and fix the bids that consistently underperform.
Compliance and Licensing
Store license numbers, insurance certificates, and compliance documents by subcontractor. Know what's current and what's expiring.
How ProFlow360 works for contractors
From first contact to completed project — one system that keeps every bid and job on track.
Capture and qualify the lead
New project leads enter your Pipeline — from web forms, referrals, or sales calls. Log the project scope, location, and timeline. Assign to a salesperson or estimator and set a follow-up date so nothing gets missed.
Build and track the bid
Create the estimate in ProFlow360 or attach it to the customer record from your estimating tool. Track bid status, send follow-up reminders at set intervals, and log every customer conversation in one place. Bid history per customer shows you what's worked before.
Convert to active project
When the bid is won, convert it to an active job in one click. Schedule phases, assign crews and subs, upload contracts and permits, and set up milestone billing — all from the same record, no re-entry required.
Invoice, close, and follow up
Generate invoices as each phase completes. Collect final payment and close the job. Automated follow-up sequences check in post-project, ask for referrals, and keep your name in front of the customer when their next project comes up.
Contractor types we serve
ProFlow360 is built for contractors across general construction and specialty trades. Select your trade for a detailed look at how it works for your business.
General Contractors
Full project lifecycle from bid to punch list, with sub coordination.
Construction Companies
Bid management, project tracking, and compliance documentation.
Electricians
Bid tracking, permit management, and crew scheduling.
Plumbers
Service and project work management across residential and commercial.
HVAC Contractors
New installation projects, maintenance agreements, and service calls.
Roofing Contractors
Insurance claims, material tracking, and storm-lead pipelines.
Painting Contractors
Residential and commercial bid management and crew scheduling.
Frequently asked questions
Common questions about CRM software for contractors and how ProFlow360 handles them.
- What is contractor CRM software?
- Contractor CRM software is a customer and project management platform built for construction and trade contractors. It handles the full bid-to-build cycle: tracking leads, managing estimates, winning contracts, coordinating subcontractors, tracking project progress, and invoicing clients. Unlike generic CRM tools built for sales teams, contractor CRM is designed around the way construction and trade work actually moves — from prospect, to bid, to active project, to warranty and repeat business.
- How is contractor CRM different from project management software?
- Project management software handles tasks, timelines, and files for active projects. Contractor CRM manages the customer relationship across the full lifecycle — from the first sales call through bidding, project execution, invoicing, and future work. ProFlow360 combines both: you get Pipeline for bids, scheduling for crews, and project tracking for active work — all connected to the customer record.
- Can ProFlow360 track bids and estimates for contractors?
- Yes. ProFlow360 includes a Pipeline module where you can track every bid from initial contact through proposal, follow-up, and decision. Estimate records attach to customer profiles, and won bids convert directly to active jobs without re-entering data.
- Does ProFlow360 support subcontractor management?
- ProFlow360 lets you assign work to team members and sub-contractors, attach documents, and track job status per phase. Subcontractor coordination features including dedicated external-user access are on the Enterprise plan and roadmap.
- Can I manage multiple projects at once in ProFlow360?
- Yes. ProFlow360 supports multiple simultaneous projects. Each project has its own job record with timeline, crew assignments, work orders, documents, and billing history. Dashboards give an overview across all active projects.
- Does ProFlow360 handle contractor invoicing?
- Yes. ProFlow360 includes invoice creation directly from job records, with Stripe-powered online payments on Professional and Enterprise plans. Draw schedules and milestone billing are supported through manual invoice creation tied to project phases.
- Is ProFlow360 suitable for specialty trade contractors?
- Yes. ProFlow360 is used by electricians, plumbers, HVAC contractors, roofers, painters, and other specialty trades. Each trade uses the same core platform — Pipeline, Dispatch, Invoicing, and Workflows — configured for their specific job types and customer workflows.
- How does ProFlow360 help contractors win more bids?
- ProFlow360 keeps every active bid visible in your Pipeline so no follow-up falls through the cracks. Automated follow-up sequences remind prospects at the right intervals, and bid history per customer shows what pricing and scope has worked before.
Stop managing bids in spreadsheets
ProFlow360 gives your estimators, project managers, and field crews one place to track everything — so bids don't go cold, projects stay on track, and customers come back.