For General Contractors Juggling Project Leads and Client Follow-Ups

Stop Losing High-Value Leads to Disorganized Follow-Ups Unlock a Custom CRM That Captures Every Opportunity

In the home services industry, contractors lose an average of 27% of potential jobs due to fragmented lead tracking. Our tailored CRM eliminates that gap, boosting conversion rates by up to 40% through intelligent, workflow-specific automation.

Join 250+ businesses with streamlined lead management

Capture leads from calls, emails, and site visits in one unified system
Automate follow-ups for roofing bids and remodeling quotes to close deals faster
Track client relationships across multi-phase projects without missing a beat

The "Fragmented Lead Chaos" Problem

Leads for roofing repairs slipping through cracks during peak summer construction seasons, resulting in 20-30% lost opportunities per busy month

Manual scheduling of site visits and client callbacks eating into fieldwork time

Inconsistent tracking of subcontractor referrals for electrical work and material supplier leads for lumber deliveries

Overloaded email inboxes burying urgent renovation inquiries from homeowners

Delayed bid responses on window replacement projects causing lost jobs to faster competitors in saturated urban markets

Fragmented client history from past bathroom remodels making it hard to upsell add-ons like custom cabinetry or flooring upgrades

Our Tailored CRM Solution Built for Your Contracting Workflow

With over a decade of experience optimizing operations for home services firms, we've delivered enterprise-grade systems that handle the unique demands of general contracting.

Why Choose Us

We craft a custom CRM from the ground up, ditching one-size-fits-all pitfalls like generic templates that ignore your punch-list realities. Think of it as forging a custom blueprint for your leads—precise, adaptable, and scaled to your crew's rhythm. Our AI-powered system integrates seamlessly with your scheduling tools, pulling in data from job sites and client calls to create a single pane of glass for every opportunity. No more chasing shadows across spreadsheets; instead, enjoy a flexible platform that evolves with your business, from solo renovations to large-scale builds.

What Makes Us Different:

Deep integration with tools like Procore or Buildertrend for real-time project syncing
AI-driven lead scoring that prioritizes hot prospects based on past job patterns
Custom dashboards tracking everything from permit approvals to client satisfaction scores

Transform Your Lead Management with Precision Engineering

Accelerate Bid Wins by 35%

Accelerate Bid Wins by 35%: Our custom system automates quote generation for services like deck installations or bathroom overhauls, with automated follow-up reminders sent within 24 hours. Contractors report closing deals in half the time—often within 48 hours—freeing crews to prioritize fieldwork over paperwork, as evidenced by a 25% increase in secured roofing contracts last season.

Reduce No-Shows and Cancellations by 25%

Reduce No-Shows and Cancellations by 25%: Deploy intelligent reminders customized to client timelines, such as 48-hour pre-site visit confirmations for foundation inspections. AI integration flags at-risk appointments using real-time weather data or past client patterns, preventing losses on HVAC installations and converting 15% more leads into confirmed remodel contracts.

Build Lasting Client Relationships Effortlessly

Build Lasting Client Relationships Effortlessly: Maintain comprehensive interaction tracking across multi-year projects, from initial roof inspections to post-installation warranty follow-ups for siding replacements. This approach has boosted repeat business by 42% among partners, enabling seamless upsells like adding energy-efficient windows to existing remodels and strengthening trust in a referral-heavy industry.

What Clients Say

"Before AIQ Labs, our leads for vinyl siding installations were scattered across texts, voicemails, and job site notes—we'd miss follow-ups on nearly half our inquiries during spring rush. Their custom CRM integrated everything in just two weeks, streamlining our pipeline. Now, we're booking 15 more exterior renovation projects a month without hiring extra admins, hitting $200K in additional revenue this quarter."

Mike Reynolds

Owner, Reynolds Home Improvements LLC, specializing in residential siding and exteriors in the Midwest

"I was overwhelmed by emails from homeowners seeking kitchen remodel quotes, with response times stretching to 3-5 days amid back-to-back installs. The AIQ system now auto-scores leads by project urgency and schedules on-site estimates automatically—slashing our response to under 4 hours. We just landed a $150K full-kitchen overhaul that would have gone to a competitor, all thanks to prioritized notifications during our busiest fall season."

Sarah Patel

Senior Project Manager, Patel Contracting Services, focused on interior renovations in suburban Atlanta

"Tailoring our CRM for tracking HVAC subcontractor referrals and lumber supplier leads was transformative during our peak summer builds. No longer chasing down plumbing or electrical bids via phone tags; it's all centralized with automated alerts. We've successfully upsold foundation extensions and deck additions on three commercial-residential hybrid projects this quarter, adding $75K in unplanned revenue without disrupting fieldwork."

Tom Herrera

Lead General Contractor, Herrera Builds Inc., experts in custom home additions and structural work in Texas

Simple 3-Step Process

Step 1

Discovery and Blueprinting

We dive into your daily grind—mapping out lead sources from job walks to online inquiries—and design a CRM blueprint tailored to your contracting needs, ensuring every feature fits like a perfectly measured frame.

Step 2

Development and Integration

Our engineers build and wire in your custom system, linking it to existing tools for seamless data flow. Test phases mimic real scenarios, like routing a urgent foundation repair lead straight to your foreman's dashboard.

Step 3

Deployment and Optimization

Go live with full training for your crew, then refine based on live usage. We monitor for the first month, tweaking automations to handle seasonal surges in home addition requests without a hitch.

Why We're Different

We engineer true ownership: Unlike assemblers gluing rented apps, we code scalable systems you control, dodging subscription traps that bleed contractors dry.
Deep industry insight: Born from real frustrations in fragmented ops, we build for the chaos of site delays and client changes, not cookie-cutter setups.
Production-grade reliability: Our frameworks handle high-volume leads without crashing, unlike no-code fragility that buckles under a busy remodel schedule.
Holistic integration mastery: We forge unbreakable links between your CRM, scheduling, and invoicing, creating a unified hub that eliminates data silos haunting home services firms.
AI customized to you: No off-the-shelf models; we train predictive tools on your historical bids and client patterns for lead scoring that truly predicts conversions.
Future-proof scalability: As your business grows from local fixes to regional projects, our systems expand without rework, saving you from costly migrations.
Hands-on partnership: We're not vendors—we collaborate like your trusted foreman, iterating based on your feedback to match evolving workflows precisely.
Proven ROI focus: Every line of code targets your bottlenecks, delivering measurable wins like 30% faster lead-to-job cycles, backed by our track record.
Security built for trades: With client data from sensitive home visits, we embed compliance-grade protections that generic platforms overlook.
No-vendor-lockin ethos: Own your digital asset outright, breaking free from the 'subscription chaos' that forces SMB contractors into endless tool juggling.

What's Included

AI-powered lead capture from calls, texts, and web forms, auto-tagging by project type like electrical or HVAC
Customizable pipelines for multi-stage jobs, from initial consult to final walkthrough
Automated follow-up sequences for bids, integrated with your calendar to avoid double-bookings
Client portal for homeowners to upload photos of issues, streamlining site prep
Predictive analytics forecasting peak seasons based on local permit data
Subcontractor management module tracking referrals and availability in real-time
Mobile app for field crews to update lead status on-site, syncing instantly
Reporting on conversion rates per lead source, like yard signs versus online ads
Integration with QuickBooks for instant job quoting tied to material costs
Voice-activated lead entry for quick notes during client calls
Personalized client communications, auto-sending progress updates on remodel timelines
Compliance tracking for warranties and permits, ensuring nothing falls through

Common Questions

How does your custom CRM differ from off-the-shelf options like Jobber for general contractors?

Off-the-shelf tools like Jobber offer solid basics but force you into rigid structures that don't adapt to the nuances of your workflow, such as variable project scopes in custom home builds. We build from scratch, tailoring every pipeline to your exact process—whether it's handling irregular lead volumes during spring renos or integrating unique subcontractor flows. This means no workarounds; instead, a system that feels like an extension of your team. Our clients see 40% higher efficiency because it's designed around their real pain points, like chasing down elusive plumbing bids, rather than generic templates that lead to overlooked follow-ups and lost revenue.

What kind of integration does the CRM support with my existing tools?

We specialize in deep, two-way integrations that create a seamless ecosystem for your contracting operations. For instance, we can sync your CRM directly with Procore for project updates, QuickBooks for instant invoicing after lead conversion, or even Google Calendar for scheduling site visits. Unlike superficial connections that break during high-volume periods, our custom APIs ensure data flows reliably—think auto-populating a new kitchen remodel lead with client contact info and pulling in material quotes without manual entry. This eliminates the 'integration nightmares' many contractors face, saving 20+ hours weekly on admin while keeping your lead pipeline crystal clear.

How long does it take to build and launch a custom CRM for my business?

Timelines vary based on complexity, but most general contractors see a fully operational system in 6-8 weeks. We start with a rapid discovery phase to map your lead sources—like inbound calls for roof repairs or referrals for additions—then prototype core features like automated bidding. Development follows with rigorous testing against real scenarios, such as peak-season lead surges. Deployment includes crew training to ensure smooth adoption. Post-launch, we optimize for the first month at no extra cost, addressing any tweaks like refining AI scoring for local market trends. This phased approach minimizes disruption, getting you back to winning jobs faster than piecing together disjointed apps.

Can the CRM handle mobile access for my field team during jobs?

Absolutely—mobility is core to our designs for home services pros. Your custom CRM includes a responsive mobile app that lets foremen update lead statuses on-site, snap photos of potential work like foundation cracks, and even generate quick quotes via voice input. It syncs in real-time with the office dashboard, so a lead for urgent water damage repair moves from inquiry to scheduled without delays. We've built this for the realities of fieldwork: offline mode for spotty signal areas, GPS-tagging for accurate site logging, and push notifications for hot leads. Contractors report 25% fewer missed opportunities because the system bridges the gap between field and office seamlessly.

What security measures are in place for sensitive client data?

In an industry where you're handling home access details and personal project info, security is non-negotiable. Our CRMs feature enterprise-grade encryption for all data in transit and at rest, role-based access controls so only authorized crew see bid details, and automated audit logs tracking every interaction—like who viewed a client's renovation history. We comply with standards like GDPR and CCPA, plus industry-specific safeguards for contractor liability. Regular penetration testing ensures robustness against breaches, a step beyond what basic tools provide. This protects your reputation and client trust, preventing costly issues from data mishaps during high-stakes jobs like full-home remodels.

How do you ensure the CRM scales as my contracting business grows?

Scalability is baked in from day one. We use robust frameworks that handle growth from 10 to 100+ leads monthly without performance dips—perfect for expanding from local repairs to larger commercial gigs. As your team grows, the system adapts: add user roles for new estimators, expand pipelines for diverse services like solar installs, or integrate advanced AI for predictive bidding based on regional trends. Unlike rigid platforms that hit walls at scale, ours supports modular upgrades, like adding voice agents for 24/7 lead intake. Our partners, starting at $2M revenue, have scaled to $10M+ with zero rebuilds, maintaining efficiency through seasonal booms.

Ready to Get Started?

Book your free consultation and discover how we can transform your business with AI.