CRM for Contractors
Win the jobs you quote. Without living in your inbox.
The contractor who answers first and follows up twice wins the job. AutomateNexus CRM responds to every inquiry fast, chases every estimate automatically, and gets the invoice out the day the job's done.
Where contractor pipelines leak.
- 01
Missed calls are lost jobs
You're on a roof or under a house — the homeowner calls the next name on the list.
- 02
Estimates go quiet
You spend an evening on the quote; without follow-up, it dies in their inbox.
- 03
Paperwork nights
Quoting, scheduling, and invoicing eat the hours that should be family time.
Built for how contractors actually sell.
Every inquiry gets a fast answer
Calls and texts via Twilio, forms, and emails are captured and answered with a drafted response in minutes.
Quotes chased automatically
Every estimate gets a follow-up sequence — day 2, day 5, day 10 — until it's a yes or a no.
Jobs on the calendar
Booking and two-way calendar sync schedule site visits and jobs without phone tag.
Invoice from the same app
Send the invoice and take payment via Stripe the day the job wraps — no separate billing tool.
How a contractor pipeline runs.
How a trade business wins the jobs it quotes on AutomateNexus CRM.
- 01
The call you couldn't take
Calls to your Twilio number log to the contact. Inbound texts get an instant AI reply, and missed calls drop into a follow-up sequence so the homeowner hears back in minutes.
- 02
Estimate visit, booked
A booking link with real availability schedules the site visit, and reminders go out by text.
- 03
The quote, chased
Send the quote from the record. A day-2, day-5, day-10 sequence drafted by Karrie follows it until you get a yes or a no.
- 04
The job, scheduled and staffed
Won jobs become projects with tasks, crew assignments, and dates on the shared calendar.
- 05
Invoice and review
Invoice the day the job wraps, take card, PayPal, or Square payment on the link, and the review request follows automatically.
The agents that work a contractor pipeline.
Every plan includes Karrie and seven specialists. These are the ones contractors lean on most, with your approval on anything sensitive and an audit trail on everything.
See how the agents work- A1KarrieAI Co-PilotAnswers inquiries with a drafted reply and runs the quote follow-up sequence.
- A2SupportResolverReplies to inbound texts instantly and flags anything that needs you.
- A3SchedulerPlannerBooks estimate visits and jobs from real availability.
- A4OpsCoordinatorHandles meetings, tasks and workflows once a deal is won.
- A5AnalyticsForecasterShows which lead sources turn into paid jobs.
The tools contractors already use.
- 01TwilioCalling, SMS, WhatsApp and the AI receptionist on your own Twilio account.
- 02WhatsAppWhatsApp through your Twilio sender, in the same inbox as SMS and email.
- 03Google CalendarTwo-way sync every 15 minutes, with booking pages that read it.
- 04StripeInvoices, bookings, products and forms paid through Stripe Checkout.
- 05SquareTake Square payments on invoices and bookings.
- 06PayPalAccept PayPal on invoices and bookings.
- 07QuickBooksInvoices, payments, estimates and credits in step with QuickBooks Online.
- 08Google DriveAttach Drive files to records and the client portal.
- 09GmailSign in with Google to log recent mail to the timeline; send from your address via SMTP.
What to look for in a CRM for contractors.
Whether or not you choose us, hold every vendor to these.
Text-back for missed calls
The first reply wins the job, so it has to happen without you. Inbound texts should get an instant answer and missed calls should start a follow-up.
Works on a phone
An installable web app that works from the truck, with the softphone, calendar, quotes, and invoices included, not a desktop-only tool with a stripped-down mobile view.
Quotes with follow-up built in
Every estimate should carry its own sequence. A reminder in your head is where quotes go to die.
Deposits and invoices on the link
Card, PayPal, or Square on the booking and the invoice, with status written back to the job, without a separate billing app.
Photos and files on the job
Site photos, plans, and permits attach to the record from Google Drive or OneDrive, so the crew sees them where the job lives.
CRM for contractors, answered.
Yes — two-way SMS via Twilio is built in. Inquiry responses, appointment reminders, and follow-ups can all run by text, logged to the customer record.
That's the core move: every quote gets a persistence sequence drafted by Karrie and approved by you. Most contractors win more jobs from better follow-up than from more leads.
No implementation project — connect your email and phone number, import contacts, and you're working leads the same day.
From $49/month flat with unlimited contacts. One subscription replaces the separate scheduler, follow-up tool, and invoicing app.
Yes. It's an installable web app that works on iPhone and Android from the browser, with the softphone, inbox, calendar, and quotes included. There's no app-store download to manage.
Inbound texts get an instant AI reply. Missed calls log to the contact and can start a follow-up sequence, so the homeowner hears back while you're still on the roof.
Yes. Booking payments and invoices run through Stripe, PayPal, or Square, and the payment status updates the record automatically.
Yes. Pricing is flat, so add the team without a per-seat bill, and role-based access keeps pricing and payroll visible only to the people who need them.
Put the agents on your contractor pipeline.
Start your 7-day free trial. No credit card. Karrie is ready on day one.