A remodeling CRM built for a sale measured in months and a build measured in weeks.
A remodel has two pipelines. The first runs from a consultation to a signed contract and can take half a year. The second runs from demolition to the walkthrough, with subs, selections, inspections and draws packed into a few weeks. Generic field software was built for neither. We build both in.
A remodeler runs a few jobs a month, and each one is a hundred decisions
A plumbing company might close two hundred small jobs a month; a remodeler signs a handful and lives inside each one. That changes what the software has to do. There is no dispatch board problem. There is a prospect who went quiet after the second design meeting, a cabinet order with a long lead time that sets the start date, a homeowner who has not picked the tile the installer needs next Tuesday, a change order for the rotted subfloor nobody could see, and a draw invoice that should go out the day the rough inspection passes.
Every one of those is a date with money attached. A missed follow-up loses a kitchen to the firm that called back. A late selection idles a crew. An unsigned change order becomes a free week of work. A draw sent late pays your subs out of your own account. A CRM for remodeling is a calendar of those commitments, with the people (homeowner, designer, project manager, subs, suppliers, inspector) attached to each one.
The sales side needs its own care. Many of the people who request a consultation are a year from ready. They should be kept, warmed and brought back, which means a stage for them and a follow-up that happens without someone remembering.
What a remodeling CRM has to track
When one of these lives in a notebook or a text thread, a job is quietly losing money.
The sales pipeline by stage and age
Consultation requested, consulted, design agreement, preliminary budget, selections, proposal, contract. Each lead shows how long it has sat in its stage and when the next touch is due, so a kitchen that stalled at the budget step gets a call instead of silence.
Selections with allowances and due dates
Cabinets, counters, tile, fixtures, lighting, paint and hardware on one sheet, each with the allowance, the homeowner's choice, the approval, the order date and the lead time, and a flag when a choice is due before the crew needs it.
Change orders signed on a phone
A written description, the price and the schedule effect, sent to the homeowner for a signature before the work happens, with the contract total and the draw schedule updating when it is signed.
Draws tied to milestones
Deposit, demolition, rough-in, inspection passed, drywall, cabinets set, final. Invoices go out when the milestone is marked complete, and the schedule reflects any limits your state places on deposits and progress payments.
Subs, permits and inspections on one calendar
The plumber, electrician, drywall and tile crews scheduled against the phases, permit numbers on the job and each inspection with its date and result, so the project manager sees the week at a glance.
Hours by phase, for the next estimate
Crew hours logged against demolition, framing, rough, finish and punch, so after a few bathrooms your estimates come from your own numbers and the job's margin is visible before it closes.
How we build a remodeling CRM
Our own service companies ran on software we wrote before we wrote any for a client, and each build is shaped to the firm, not to a template.
Your stages and your paperwork
The pipeline uses the names you use, the proposal and contract templates are yours, and the change order and draw invoice carry your terms and your logo.
A homeowner portal
The client sees the schedule, the selections still due, signed change orders, the next draw and the daily photo log in one place, which replaces most of the texts a project manager gets at night.
A daily log from the site
The lead carpenter posts photos and a few lines each day from a phone; the homeowner and the office see it, and the record protects everyone if a question comes up later.
Lead-safe and permit records on older homes
The year built on every property; for homes built before 1978 the job asks for the pamphlet acknowledgment, the certified renovator and the cleaning verification that EPA's renovation rule describes, and keeps them for the period the rule requires.
Nurture for the not-yet-ready
Prospects who are a year out get a stage of their own and a series of useful messages, and come back into the active pipeline when they reply.
Owner reporting
Consultations run, proposals sent, contracts signed, average days from consult to contract, margin by project type and the subs who ran late, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for remodeling, answered.
Is a custom CRM better than Buildertrend or CoConstruct for a small remodeler?
They are capable products built for the average builder, and many firms use them well. A custom build fits one firm: your stages, your selection sheet, your draw terms and your reports, running in the firm's own accounts without a per-seat fee. We compare the subscription tools fairly on our comparison pages.
Can homeowners sign change orders and pay draws from their phone?
Yes. The change order and the draw invoice each arrive as a link, the homeowner signs or pays on a phone, and the totals on the job update at once. The server re-prices on approval so nothing can be altered on the way.
Does it schedule my subcontractors?
It gives each sub a limited login or a text with their dates and the job notes they need, and shows the project manager which phases are confirmed. It does not replace the phone call when a sub slips; it makes the slip visible the same day.
Does the software make us compliant with the lead paint rule?
No software can. Certification, trained renovators and lead-safe work practices are the firm's responsibility; the CRM stores the records on each older-home job and flags what is missing.
Custom CRM for remodeling. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole remodeling setup.
Instant website checkup