Full Pipeline Visibility for Contractor Sales Teams
Configurable Sales Stages
Customize opportunity stages to match your sales methodology and ensure consistent deal progression.
Real-Time Revenue Forecasting
Accurately forecast revenue using live pipeline data powered by Salesforce reporting.
Mobile Access for Field Reps
Your team can update opportunities, track progress, and view performance from anywhere.
Why Contractors Choose ContractorFlow
Not all CRM systems are built for contractor sales workflows. Here’s the difference.
Ready to Replace Spreadsheets?
Centralize inspections, proposals, forecasting, and production transitions inside one structured roofing CRM built on Salesforce.
Powerful Integrations That Keep Your Sales Process Moving
ContractorFlow integrates seamlessly with the tools contractors already use. With PandaDoc, CompanyCam, Hover, and EagleView built directly into the Opportunity, your team can generate contracts, capture photos, and order measurements without switching systems.
PandaDoc eSignature Integration
ContractorFlow integrates directly with PandaDoc to make contract creation fast and effortless. From the Opportunity, all key sales information automatically flows into a PandaDoc contract template so your team can generate professional contracts in seconds.
Once the contract is signed, the completed document automatically uploads back to the Opportunity record in ContractorFlow.
This streamlined process helps contractors close deals faster — often enabling a same-day close.
CompanyCam Photo Integration
ContractorFlow integrates seamlessly with CompanyCam to simplify jobsite photo documentation. From the Opportunity, users can create a new CompanyCam project with a single click.
Photos captured in CompanyCam automatically sync back to ContractorFlow and are viewable on the Opportunity, Order, and Project records.
This ensures your team always has quick access to jobsite photos, improving communication and documentation throughout the job lifecycle.
Hover Measurement Integration
ContractorFlow integrates with Hover to make ordering roof and exterior measurements simple and fast.
From the Opportunity, contractors can submit a Hover measurement request directly from ContractorFlow without leaving the platform.
Once the report is complete, measurements and documentation are easily accessible to help your team build accurate estimates faster.
EagleView Measurement Integration
ContractorFlow integrates with EagleView to provide highly accurate aerial roof measurements directly within your workflow.
Measurement reports can be ordered directly from the Opportunity, keeping your estimating process centralized in ContractorFlow.
Once the EagleView report is ready, it is easily accessible within the project so your team can quickly build estimates and proposals.
What Contractors Say About Our Opportunity Management
“CFlow helped in organizing my pricing process to be extremely accurate & quick.I can quickly organize multiple quotes and go about completing the closing process.”
“We've grown our company 166% with no real increase in staff.”
“It has helped us tremendously with managing our team and our financials. - We have seen a nice increase and improvement in our sales as well as the production of the workload.The process of being able to see where the sales person is in their presentation in real time is fabulous!”
Frequently Asked Questions About Contractor Opportunity Management Software
➤ What is contractor opportunity management software and how does it work?
Contractor opportunity management software tracks leads through each stage of the sales pipeline, manages deal progression, forecasts revenue, and transitions sold jobs into production automatically. It connects directly with your contractor CRM and scheduling system to ensure every opportunity is tracked from first contact to completion.
➤ How does contractor opportunity management software improve close rates?
Contractor opportunity management software improves close rates by standardizing sales stages, tracking follow-ups, and providing visibility into deal progress. When combined with structured lead intake workflows, contractors can respond faster, qualify better opportunities, and convert more leads into signed jobs.
➤ How do contractors track their sales pipeline effectively?
Contractors track their sales pipeline effectively by using a centralized system that organizes opportunities by stage, monitors follow-ups, and forecasts revenue. A dedicated contractor CRM combined with opportunity management tools gives full visibility into performance, bottlenecks, and upcoming revenue.
➤ How does ContractorFlow improve pipeline visibility and forecasting?
ContractorFlow centralizes opportunity tracking, reporting, and forecasting so leadership can monitor close rates, cost of sales, and projected revenue in real time. Integrated dashboards provide visibility across sales, production, and financial performance.
➤ What happens after an opportunity is marked sold?
Once an opportunity is marked sold, it enters a customizable approval workflow. After approval, the system automatically creates the order and launches production management workflows, eliminating manual handoffs and ensuring a seamless transition from sales to execution.
➤ Can opportunity management integrate with estimating and scheduling?
Yes. Opportunity management integrates directly with estimating tools and contractor scheduling software to ensure accurate pricing, efficient appointment setting, and seamless project handoff once a deal is closed.
➤ Is ContractorFlow built on Salesforce?
Yes. ContractorFlow is built natively on Salesforce, providing enterprise-grade scalability, automation, and reporting across your entire contractor sales pipeline and production lifecycle.
Ready to Take Control of Your Contractor Sales Pipeline?
See how ContractorFlow helps you track opportunities, improve forecasting, and automate the transition from sale to production.
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