Lead & Customer CRM
Keep leads, customers, notes, history, opportunities, pipeline stages, and communication organized in one place.
Contractor CRM + Field Service
Contractor CRM built to close more work.
ProfX helps contractors manage leads, automate quote follow-up, track every deal, see why revenue is getting stuck, and move won work directly into scheduling, dispatch, field operations, invoicing, and payment.
Roofing • HVAC • Plumbing • Electrical • General Contractors • Home Service Companies
Open Pipeline$184K
Close Rate42%
At-Risk Quotes4
Jobs Scheduled18
$19,750 quote needs attentionViewed twice • no response for 5 days
Automated follow-up activeDay 5 SMS scheduled for open quote
Approved job ready for schedulingMove sold work directly into production
Contractor Sales CRM
Stop storing leads. Start turning them into revenue.
A contractor CRM should do more than hold customer information. ProfX connects your sales process to the work that happens after the deal closes.
Automated Follow-Up Cadences
Keep open estimates moving with structured SMS follow-up so quotes do not disappear when the team gets busy.
Deal & Quote Tracking
Track each opportunity from first contact through quote, approval, closed work, and production.
Deal Analytics
See pipeline value, close rates, lost-deal reasons, stalled opportunities, and where revenue needs attention.
Two-Way Customer Texting
Keep customer conversations connected to the customer record instead of scattered across personal phones.
Quotes & Approvals
Create and send quotes, collect approvals, track engagement, and move approved work into the next operational step.
Scheduling & Dispatch
Move won work directly into the calendar, assign employees and crews, and coordinate production.
Field Service Workspace
Give technicians access to job details, directions, notes, photos, customer information, and completion workflows.
Invoices & Payments
Keep invoice amounts, balances, payment links, payment status, and customer history connected to the job.
One Contractor Workflow
From first lead to final payment in one system.
ProfX keeps sales and operations connected so information does not get lost when a quote becomes a real job.
LeadCapture opportunity
Follow-UpAutomated cadences
QuoteTrack estimate
CloseWin the work
JobSchedule & dispatch
PaymentInvoice & collect
Why ProfX
A CRM that keeps working after the sale.
Generic CRM tools often stop at the deal. ProfX is designed around the full contractor customer journey so your office, sales team, and field team work from the same system.
- Know which open quotes need attention
- Automate follow-up without losing the human conversation
- Move approved work into scheduling and production
- Assign crews and employees without re-entering customer data
- Keep field notes and job photos connected to the job
- Track the path from lead to collected revenue
SalesLeads, customers, pipeline, quotes, cadences and deal analytics
Customer CommunicationTwo-way texting, reminders, quote follow-up and customer history
OperationsScheduling, dispatch, employees, crews, tasks and job status
FieldJob details, notes, photos, directions and completion workflows
RevenueInvoices, balances, payments, pipeline and lost-deal visibility
Industry CRM Pages
See how ProfX fits your trade.
These pages go deeper into the sales and field workflows that matter for different contractor types.
Roofing CRM
Estimate follow-up, production scheduling, crews, job photos, texting, and payments.
HVAC CRM
Replacement sales, service scheduling, dispatch, technicians, customer texting, and payments.
Plumbing CRM
Project estimates, service calls, dispatch, technician workflows, customer communication, and revenue.
Electrical Contractor CRM
Estimate follow-up, scheduling, employee assignment, field notes, texting, and payments.
General Contractor CRM
Leads, project estimates, scheduling, crews, field documentation, invoicing, and production visibility.
Contractor Sales Resources
Practical guides on quote follow-up, close rate, CRM, and field service workflows.
Contractor CRM FAQ
Common questions about contractor CRM software.
What is a contractor CRM?
A contractor CRM helps home service businesses manage leads, customers, sales opportunities, quotes, follow-up, communication, and revenue. ProfX also connects that CRM directly to scheduling, dispatch, field operations, invoices, and payments.
Can ProfX help stop quotes from going cold?
Yes. ProfX supports automated text follow-up cadences and opportunity monitoring designed to keep open quotes visible and moving until the customer responds or the opportunity is resolved.
Is ProfX only a sales CRM?
No. The CRM connects to scheduling, dispatch, employee and crew assignment, field notes, job photos, customer communication, invoicing, payments, and operational reporting.
What types of contractors can use ProfX?
ProfX is designed for home service and contracting companies including roofing, HVAC, plumbing, electrical, and general contracting businesses.
Does ProfX include texting?
Yes. ProfX includes two-way customer texting and automated SMS follow-up workflows so communication stays connected to the CRM.
Close More. Lose Fewer Quotes.
See how ProfX turns your contractor CRM into a revenue engine.
See CRM, automated cadences, deal analytics, quoting, scheduling, dispatch, texting, field operations, and payments working together.
Book a 25-Minute Demo