A Contractor CRM That Adapts to Your Business
Your business isn't exactly like the contractor down the street. Your CRM shouldn't force you into their workflow.
ContractorFlow combines contractor-specific workflows with the flexibility and scalability of Salesforce — giving growing exterior contractors a platform that can evolve as their business evolves.
Built by Contractors. For Contractors.
Your Business Isn't Standard. Your CRM Doesn't Have to Be.
A customizable contractor CRM should do more than let you change a few fields. It should support the way your company sells, prices, schedules, produces, reports, and manages work.
Make It Fit
Configure the platform around the information and processes your team uses every day.
- Fields and record information
- Views and dashboards
- Reports
- User permissions
- Sales stages
- Product information
Work Your Way
Build processes around the way your business actually operates.
- Pricing structures
- Commission models
- Approval processes
- Lead intake workflows
- Sales processes
- Production workflows
Connect Your Business
Connect the systems your company already depends on.
- QuickBooks
- CompanyCam
- Hover
- SPOTIO
- PandaDoc
- Other business applications
Contractor-Specific Software With a Powerful Foundation
ContractorFlow is a contractor-focused platform built on the Salesforce ecosystem.
That combination brings together the workflows, terminology, tools, and experience contractors need with a technology platform designed to support data, reporting, automation, integrations, and growth.
Built for contractors. Built to evolve with contractors.
A CRM That Can Reflect Your Business
ContractorFlow brings your company's processes into one platform — from the way a lead enters your business to the way a sale is quoted, scheduled, produced, reported, and paid.
Sales & Opportunity Management
Configure your sales process around the way your team actually manages leads, appointments, opportunities, products, pricing, and sold work.
Pricing, Commissions & Business Rules
Your pricing and compensation structure can be more complex than a simple percentage. ContractorFlow can support business-specific pricing, commission, approval, and calculation requirements.
Reporting & Visibility
Give leadership, sales, production, and operations teams visibility into the metrics that matter to your business.
Customization That Has a Purpose
The goal isn't to customize software just because you can. The goal is to make your technology support the way your business operates.
Pricing & Estimating
Support products, pricing structures, quoting processes, and approval requirements.
Sales Workflows
Build lead intake, opportunity, appointment, approval, and sales workflows around your team.
Commission Models
Support different sales structures and compensation requirements.
Production Workflows
Connect sales information to scheduling, production, project management, and operations.
Reporting & Dashboards
Build reporting around the metrics that matter to leadership, sales, production, and operations.
Integrations
Connect ContractorFlow with the systems your company already depends on.
You Don't Have to Build It Alone
A powerful platform is only valuable when your team knows how to use it and the system reflects the way your business operates.
Pre-Onboarding
Understand your business, products, pricing, and goals.
Configuration
Configure the system around your operation.
Training
Help your team learn the platform in context.
Go-Live
Help your organization transition into the platform.
Ongoing Support
Continue improving your use of ContractorFlow as you grow.
Built for Contractors Who Are Outgrowing Their Current Systems
ContractorFlow is designed for growing exterior home improvement companies that need more than a basic CRM.
As your business grows, your CRM becomes more than a place to store leads. It becomes part of how your sales, production, operations, and leadership teams work.
Look Beyond the Feature List
The right CRM isn't simply about how many features appear on a checklist. It's about whether the platform can support the way your company actually operates.
Workflow Fit
Can the CRM support the way your team sells and operates?
Flexibility
Can it adapt as your processes and business change?
Connectivity
Can it work with the other systems your business depends on?
Implementation
Do you have a partner to help your team put the platform to work?
ContractorFlow Customization & Support
Is ContractorFlow customizable?
Yes. ContractorFlow is built on Salesforce and designed specifically for contractors. This provides a foundation for configurable workflows, reporting, processes, integrations, and other business-specific requirements.
Can ContractorFlow support different workflows for different trades?
ContractorFlow is designed for exterior contractors working across trades such as roofing, siding, gutters, and windows. Workflows can be configured around the operational requirements of the business.
Can ContractorFlow support custom commission structures?
ContractorFlow supports configurable commission models that can accommodate different sales structures and compensation requirements.
Can ContractorFlow integrate with other software?
Yes. ContractorFlow integrates with contractor and business applications including QuickBooks, CompanyCam, Hover, SPOTIO, PandaDoc, and other connected technologies.
Do I have to customize ContractorFlow myself?
Not necessarily. ContractorFlow can be configured during onboarding around your business requirements. Some day-to-day configuration can be handled by administrators, while more complex changes may require assistance from the ContractorFlow team.
What kind of support does ContractorFlow provide?
ContractorFlow provides an onboarding and customer success process designed to help contractors configure the system, train their teams, go live, and continue getting value from the platform as their business evolves.
Your Business Isn't Standard. Your CRM Doesn't Have to Be.
See how ContractorFlow can bring your sales, estimating, scheduling, production, reporting, and business operations together in one contractor-focused platform.
Built by Contractors. For Contractors.
