What Is a CRM?
A CRM tracks every lead and client relationship
in one place. Instead of sticky notes and
spreadsheets, you get a live view of your
entire sales pipeline — who contacted you,
when, and what happens next.
Why Contractors Need It
1. Missed leads — inquiries that come in
while you are on-site never get followed up
2. Slow responses — average contractor takes
6+ hours to reply, prospect already moved on
3. No follow-up — 80% of deals need 5+ touches
yet most contractors stop after one or two
Step 1 — Choose Your CRM
GoHighLevel — best all-in-one for contractors
HubSpot — strong free tier, easy to start
Zoho CRM — affordable, highly customizable
Salesforce — enterprise level, large teams
For most contractors GoHighLevel or HubSpot
covers everything you need.
Step 2 — Set Up Pipeline Stages
Stage 1 — New Inquiry
Stage 2 — Contacted
Stage 3 — Site Visit Scheduled
Stage 4 — Estimate Sent
Stage 5 — Follow-Up
Stage 6 — Closed Won
Stage 7 — Closed Lost
Set these before entering any contacts.
"Most contractors lose projects not because
their price was wrong — but because someone
else responded first and followed up consistently."
