Is this a full field service management platform?

No. The GRIT CRM handles the lead side of the business: inquiries, missed calls, follow up, reviews. If you need dispatch, scheduling for crews, invoicing, payments, payroll or job costing, use a purpose built field service platform alongside it.

Does it do invoicing or payments?

No. It does not send invoices, take card payments or handle payroll. It is deliberately focused on lead management so it stays simple.

Does it integrate with other CRMs or field service tools?

The CRM lives inside the GRIT platform, and the lead data can be exported. Direct integrations with specific field service tools are handled case by case.

Is the contractor CRM included in the $295 plan?

Yes. The CRM, customer records, the visual lead and quote pipeline, two way SMS from lead cards, notes, follow up tasks and basic reporting are all part of the core $295 per month Grit Contractor System. There is no separate CRM fee.

Can multiple people on my team use it?

Yes. Multiple users can share the pipeline, take notes and reply to SMS conversations.

CRM for Contractors

Contractor CRM That Keeps Every Lead and Quote Organized

Leads get lost when the information is spread across a phone, an email inbox, a text thread and a paper pad in the truck. The Grit CRM puts every website inquiry, caller and text contact into one set of customer records with a visual pipeline. Most CRM software for contractors is built for a 40 person shop with a dispatch board. The GRIT CRM is different. It is the lead side of the business, connected to your website, missed call text back and review system, so nothing leaks between the form fill and the booked job. It is not a dispatch, invoicing, payroll or full field service platform.

Request a 15 Minute Demo See Pricing

This is included in the $295 Grit Contractor System. See everything included for $295 per month

What is a contractor CRM?

A contractor CRM is one place to hold every customer, every inquiry and every quote so nothing depends on somebody's phone or a note on the dash. The Grit CRM is built for contractors and home service businesses, it keeps a visual pipeline that runs New Lead, Contacted, Estimate Booked, Quote Sent and then Won or Lost, and it is included in the $295 per month Grit Contractor System with web and mobile access.

What it does

Built for the way your customers actually buy.

Every website lead in one pipeline
Contact form fills, quote requests, booking form submissions and calls into your business number all land as a lead card in one place. No more digging through email or phone screenshots.
Missed calls become lead cards
When missed call text back fires, the call and the SMS conversation are attached to the lead. You can see exactly what was said before you pick up the phone.
Simple pipeline stages, not enterprise complexity
New lead, contacted, quoted, booked, won, lost. That is the shape contractors actually use. No sprints, no deal probability sliders.
A visible pipeline you can read in five seconds
New Lead, Contacted, Estimate Booked, Quote Sent, then Won or Lost. Drag a card across as the job progresses and you can see at a glance where the money is sitting this week.
Records, notes and history in one place
Every customer record holds the contact details, the call history, the text thread, your notes and the quote stage. When a lead calls back in three weeks, whoever answers has the full story.
Follow up tasks and lead ownership
Set a follow up task with a date so a quote does not go quiet. Where you have more than one person selling, a lead can be assigned so it is clear whose job it is to chase.
Web and mobile access
Use it from a laptop in the office or the app in the truck. The same records, the same pipeline, updated in both places.
Ties into the review funnel
When a job moves to Won, the 5 Star Review Funnel fires the review request automatically. No manual chasing.

What you get

Lead pipeline with your form fills, calls and texts
Two way SMS from inside the lead card
Notes, tags and follow up reminders
Automatic hand off to the 5 Star Review Funnel on job won
Basic reporting on lead source and conversion
Mobile access so field staff can update leads from a truck

Request a 15 Minute Demo

No setup fee. No long term contract.

In the field

An electrician stops losing leads in their inbox

An electrician was tracking leads in a mix of Gmail, sticky notes and a whiteboard behind the truck. Nothing lined up and quotes got forgotten for days. GRIT plugged the website forms and business line into the CRM. Every new lead became a card, every missed call had an SMS thread attached, and follow up reminders lived in one place. Nothing else changed, but close rate went up because leads stopped rotting.

Questions we get asked most.

See the Contractor CRM on a Live Account

A quick 15 minute demo. No sales pressure. We tell you honestly if it fits your business.

Request a 15 Minute Demo

Contractor CRM That Keeps Every Lead and Quote Organized

What is a contractor CRM?

Built for the way your customers actually buy.

Every website lead in one pipeline

Missed calls become lead cards

Simple pipeline stages, not enterprise complexity

A visible pipeline you can read in five seconds

Records, notes and history in one place

Follow up tasks and lead ownership

Web and mobile access

Ties into the review funnel

What you get

An electrician stops losing leads in their inbox

Pair it with the rest of the system.

Automated Lead Follow Up

Missed Call Text Back

Business Phone and Unified Inbox

Pricing

AI Answering Service

Contractor Lead Generation

Questions we get asked most.

See the Contractor CRM on a Live Account