Electrical Lead CRM
Manage leads, customers, addresses, notes, opportunities, communication history, and pipeline stage.
Electrical CRM + Field Operations
Electrical contractor CRM built to close and run more work.
ProfX helps electrical contractors manage leads, estimates, follow-up, scheduling, technician assignment, customer texting, field notes, invoicing, and payments in one connected workflow.
For service electricians, residential projects, panel upgrades, generators, EV chargers, remodel work, and commercial electrical teams.
Open Estimates$128K
Close Rate41%
Jobs Scheduled17
Needs Action4
$11,600 panel + service upgrade needs follow-upQuote viewed • no response for 5 days
EV charger install scheduledCustomer and technician see the same job details
Completed project ready to invoiceSales and field history remain connected
Electrical Sales & Operations
Keep project sales and daily service work in the same system.
ProfX gives electrical contractors stronger estimate follow-up while connecting every won job to scheduling, field execution, and payment.
Estimate Follow-Up Cadences
Automate SMS follow-up for upgrades, installs, remodel work, generators, EV chargers, and larger project estimates.
Deal Analytics
See open quote value, close rate, lost reasons, stale opportunities, and the work that still needs sales attention.
Scheduling & Calendar
Move approved work into the calendar, manage availability, and coordinate service and project work.
Employee Assignment
Assign electricians and crews, organize job timing, and keep the office connected to field execution.
Two-Way Customer Texting
Keep estimate questions, scheduling messages, reminders, and job communication tied to each customer.
Field Notes & Photos
Give field employees job details, directions, notes, photos, status updates, and completion tools.
Tasks & Operational Visibility
Keep important follow-ups and job steps visible so work does not stall between departments.
Invoices & Payments
Track invoice amounts, balances, payment links, payment status, and customer history through completion.
Electrical Contractor Workflow
Move opportunities from estimate to field without losing the handoff.
ProfX keeps the customer, sales history, schedule, employees, and revenue connected.
LeadCapture request
EstimateTrack proposal
Follow-UpKeep deal active
ScheduleBook project
FieldAssign electrician
PaymentInvoice & collect
Why Electrical Contractors Use ProfX
Keep high-value project estimates visible while the service board stays busy.
ProfX helps electrical companies keep sales opportunities from getting buried under daily scheduling and field work.
- Automate follow-up on open electrical estimates
- Track quote value and close rate across the pipeline
- Move approved work directly into scheduling
- Assign electricians and crews without duplicate entry
- Keep customer texting and reminders centralized
- Connect field completion to invoicing and payment
SalesLeads, estimates, pipeline, follow-up and analytics
SchedulingCalendar, appointments, project timing and assignment
FieldEmployees, job details, notes, photos and completion
RevenueInvoices, balances, payments and customer history
Electrical CRM FAQ
Common questions from electrical contractors.
What is electrical contractor CRM software?
It is software that helps electrical companies manage leads, customers, estimates, follow-up, scheduling, field assignments, communication, invoices, and revenue.
Can ProfX track electrical project estimates?
Yes. ProfX tracks open opportunities, quote value, follow-up activity, pipeline stage, and lost-deal reasons so larger projects remain visible.
Does ProfX support field employees?
Yes. Employees can access assigned jobs, customer information, directions, notes, photos, status, and completion workflows.
Does ProfX include texting?
Yes. Two-way customer texting and automated follow-up keep communication connected to the CRM and job record.
Close More Electrical Work
See the entire sales-to-field workflow inside ProfX.
Explore electrical CRM, estimate follow-up, scheduling, employee assignment, texting, field operations, invoicing, and payments.
Book a 25-Minute Demo