Most Popular Feature
Client CRM & Lead Management for Contractors
Manage every relationship from first contact to repeat business with a complete view of leads, clients, projects, communication, and history—all in one construction-focused CRM.
Stop Losing Leads and Scrambling for Client Information
Most contractors lose 30-40% of potential business because leads fall through the cracks. Client information is scattered across emails, spreadsheets, and sticky notes. BuilderMate brings everything together in one powerful CRM.
Complete Client Database
Unlimited client records with detailed contact info, property details, and custom fields specific to your business.
Full Project History
See every past, current, and future project, estimate, contract, and change order in one timeline view.
Communication Timeline
All calls, texts, emails, and notes automatically logged and searchable—never forget what was discussed.
Client Lifetime Value
Track total revenue per client, payment history, outstanding balances, and identify your best customers.
Automated Follow-Ups
Set reminders for maintenance check-ins, warranty expirations, and opportunities for repeat business.
Secure Document Storage
Store contracts, photos, plans, and files organized by client with unlimited storage and version control.
Lead Capture & Pipeline Management
Capture leads from your website, manual entry, or import from spreadsheets. Visual pipeline board lets you drag leads through stages from first contact to signed contract. Track lead source, stage, value, and next action for every opportunity.
- Web form integration for automatic lead capture
- Visual Kanban board with drag-and-drop
- Lead scoring and qualification tracking
- Automated follow-up reminders
- Win/loss analysis and reporting
- Duplicate lead detection
Complete Client Profiles
Every client has a comprehensive profile with contact information, property details, project history, financial summary, and communication timeline. Access everything you need to know about a client instantly, whether you're in the office or on site.
- Multiple contacts per client (homeowner, property manager, etc.)
- Custom fields for industry-specific information
- Property details and site-specific notes
- Tags and categories for organization
- Mobile access to client records
- QuickBooks customer sync
Communication Hub & History
All client communication in one place. Emails, SMS messages, phone call notes, and team comments automatically organized chronologically. Search conversation history, see what was promised, and ensure consistent follow-through.
- Two-way SMS messaging directly from client record
- Email integration (Gmail, Outlook)
- Call logging with notes
- Communication templates for consistent messaging
- Automated reminder sequences
- Team collaboration and internal notes
Relationship Management & Repeat Business
Turn one-time customers into lifetime clients. Track referrals, schedule follow-ups, set warranty reminders, and identify opportunities for additional work. See which clients generate the most revenue and deserve VIP treatment.
- Referral source tracking
- Birthday and anniversary reminders
- Warranty expiration alerts
- Maintenance check-in scheduling
- Client satisfaction scoring
- Lifetime value calculation
Frequently Asked Questions
“We were losing 3-4 leads per month because they'd fall through the cracks in our spreadsheet. Now every lead goes into BuilderMate, gets assigned to a sales rep, and has automatic follow-ups. Our close rate jumped from 25% to 38% in the first quarter.”
Complete Your Toolkit
These features work great together with what you just explored.
Estimating & Quoting
Turn qualified leads into professional estimates in minutes.
Learn moreCommission Tracking
Automatically calculate commissions when leads convert to projects.
Learn moreScheduling
Schedule site visits and appointments directly from client records.
Learn moreReporting & Analytics
Track lead conversion rates and sales pipeline performance.
Learn moreTurn More Leads Into Profitable Projects
Start tracking leads and managing client relationships with BuilderMate's construction-focused CRM.