Lead & Customer CRM
Manage prospects, customers, project addresses, notes, activities, communication, and pipeline stage in one place.
General Contractor CRM + Operations
General contractor CRM that keeps sales and production connected.
ProfX helps contractors manage leads, estimates, follow-up, schedules, crews, customer texting, job details, field notes, invoices, and payments in one system from first opportunity through completed work.
For remodeling, renovation, additions, exterior work, multi-trade projects, and growing residential contracting companies.
Open Pipeline$412K
Active Jobs19
Needs Follow-Up8
Crew Capacity76%
$32,500 remodel quote needs attentionNo response for 6 days • follow-up active
Approved project needs schedulingMove sold work directly into production
Progress photos added from fieldCustomer, job, and production history stay connected
Contractor Sales & Production
Manage the entire customer journey without handing work between disconnected systems.
ProfX combines sales CRM, estimate follow-up, scheduling, crew coordination, field documentation, and revenue visibility for general contractors.
Estimate Follow-Up Cadences
Automate structured SMS follow-up so remodel, renovation, and project estimates do not quietly go cold.
Deal Analytics
Track open pipeline value, close rates, lost reasons, stale opportunities, and which estimates need action.
Scheduling & Calendar
Move won work into production, manage dates, coordinate customer requests, and keep the schedule visible.
Crew & Employee Assignment
Assign people to jobs, coordinate field teams, and keep responsibility clear across active projects.
Customer Texting
Centralize project communication, reminders, scheduling questions, and estimate follow-up inside the customer record.
Field Notes & Job Photos
Capture before, progress, and after photos along with notes, status updates, and completion information.
Tasks & Workflow Visibility
Keep important next steps visible across sales, office, and production so projects do not stall.
Invoices & Payments
Track invoice amounts, partial payments, outstanding balances, payment links, and customer payment history.
General Contractor Workflow
Lead to quote to project to payment — without losing context.
Every stage stays attached to the same customer and project history.
LeadCapture prospect
EstimateBuild proposal
Follow-UpKeep deal active
SchedulePlan production
FieldManage crews
PaymentInvoice & collect
Why General Contractors Use ProfX
Stop losing visibility when a sold project moves into production.
The CRM should not end when the customer says yes. ProfX keeps the entire project history connected from sales through field completion.
- Keep open project estimates in consistent follow-up
- See pipeline value and active job workload together
- Move approved work directly into scheduling
- Assign crews and employees from the same job record
- Keep project photos and notes organized
- Track invoices, balances, and collected revenue
SalesLeads, estimates, pipeline, cadences and analytics
ProductionScheduling, crews, employees, tasks and job status
FieldJob details, notes, photos, directions and completion
RevenueInvoices, balances, payments and customer history
General Contractor CRM FAQ
Common questions from general contractors.
What is general contractor CRM software?
It is software that helps contractors manage leads, customers, estimates, sales follow-up, schedules, jobs, crews, communication, field documentation, invoices, and revenue.
Can ProfX help prevent project estimates from going cold?
Yes. ProfX supports automated text cadences and opportunity monitoring so sales teams can keep open estimates moving and see which deals need attention.
Does ProfX support job photos and field notes?
Yes. Field teams can add notes and photos to jobs, including before, progress, and after documentation, while office staff keep visibility into project status.
Can ProfX handle scheduling and crews?
Yes. Approved work can move into scheduling with employee and crew assignments tied to the same job record.
One System From Sale to Completion
See ProfX run the full contractor customer journey.
Explore CRM, estimate follow-up, deal analytics, scheduling, crews, customer texting, field operations, invoicing, and payments.
Book a 25-Minute Demo