One CRM for leads, jobs, messages & payments.
BuildFolio keeps every lead, job, photo, message, quote, change order and invoice in one simple contractor CRM. No more hunting through texts and spreadsheets to know where a job stands.
What is contractor CRM software?
Contractor CRM software is the central place you use to track customers, jobs, messages and money. Instead of spreading project info across texts, email, notes and paper, a CRM gives every job a single home — from first lead to final invoice.
Contractor CRM features that actually match the way you work.
BuildFolio is built for home-service contractors — not generic sales teams. The CRM is centered around jobs: leads in, scope defined, work done, money collected.
Job-based CRM, not just contacts
Every job gets its own hub: customer info, address, scope, line items, photos, messages and financials in one place.
Explore Job Hub →Shared inbox for texts & email
See every customer text and email in one timeline instead of scrolling through your personal phone messages.
See messaging tools →Lead capture forms & widgets
Turn your website into a lead machine. New leads flow straight into the CRM with photos and project details attached.
Lead capture for contractors →Quotes, estimates & change orders
Create estimates from photos, send professional estimates and log every change order to protect your margins.
AI Photo-to-Quote →Invoicing & payments
Generate 1-click final invoices from approved quotes and change orders, send payment links and track A/R aging.
1-Click final invoice →Scheduling & on-my-way texts
Book visits, assign techs, and send “on my way” and follow-up messages with just a couple of taps.
Scheduling & calendar →Reviews & SMS follow-up
Automate review requests and follow-up texts so happy customers actually leave reviews — and call you back next time.
Review automation →Analytics & job performance
See how many quotes you sent, close rate, average ticket, and who still owes you money — without exporting to spreadsheets.
See analytics →Free CRM to get started
Start on the free tier with essential CRM, messaging and lead capture. Upgrade when you’re ready for advanced automations.
Free contractor CRM →How BuildFolio’s contractor CRM works in real life.
Whether you’re a one-truck shop or a growing team, the workflow is simple: capture the lead, scope the job, track the work, collect payment — all in one hub.
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1
Capture the lead
A homeowner fills out your website form, clicks your financing button, or texts your number. The lead lands in BuildFolio with contact info, photos and notes. -
2
Turn it into a job
You qualify the lead, convert it into a job, and send a quote or estimate. All communication is logged under that job’s CRM record automatically. -
3
Track work in the Job Hub
As the project moves forward, you add change orders, photos and documents. Your team sees one clean timeline instead of scattered screenshots. -
4
Invoice and get paid
With 1-click final invoice, BuildFolio pulls in the original quote, all approved changes and deposits. Send by SMS or email and watch payments update in real time.
Many contractors start by using BuildFolio just for CRM, messaging and quoting — while keeping their existing accounting system. Over time, more of the workflow moves into BuildFolio as the team sees how much easier it is to have everything connected.
Contractor CRM software for your trade.
BuildFolio is designed for home-service and specialty trades — where every job has photos, change orders and back-and-forth with customers.
Why not just use spreadsheets, email and a generic CRM?
Many contractors start with notes, email folders and maybe a free sales CRM. It works — until you have dozens of open jobs and no one is sure what was promised where.
Spreadsheets & generic CRM
- Separate tools for contacts, jobs, scheduling and invoicing.
- No place to store job-site photos and change orders together.
- Hard for your team to see the full picture of a job.
- Lots of manual copying between systems.
BuildFolio contractor CRM
- Jobs, photos, documents, messages and money in one hub.
- Designed specifically for home-service trades.
- Quotes, change orders and invoices are linked — not separate.
- Free tier to start, with AI and automations when you’re ready.
Contractor CRM software — frequently asked questions.
Short, practical answers you can skim between jobs.
Do I have to move my whole business into BuildFolio on day one?
No. Many contractors start by using BuildFolio just for CRM, lead capture and texting. Once the team is comfortable, they add quoting, invoicing and more advanced automations.
What kinds of contractors is this CRM best for?
BuildFolio is designed for home-service and specialty trades: roofing, HVAC, plumbing, electrical, solar, landscaping, remodeling and similar businesses that run job-based work for homeowners or small commercial clients.
Is there really a free contractor CRM plan?
Yes. The free plan includes core CRM, basic messaging and lead capture. When you’re ready for AI quoting, advanced sequences and full invoicing, you can upgrade to a paid plan — no long-term contracts.
Will BuildFolio replace my accounting software?
BuildFolio focuses on job management, quoting, invoicing and payments. Many contractors keep their accounting system and use BuildFolio alongside it — or connect them via integrations as the business grows.
Is my customer data safe?
Your data stays in your BuildFolio account. It’s processed according to our security and privacy practices. We do not sell your job data or use it to train public, generic AI models.
Try BuildFolio’s contractor CRM on your next job.
Add a new lead, send a quote, and track the job through final invoice — all in one hub. Most contractors are fully set up in under an hour.
Are you a homeowner? Try our free tools: