CRM & sales tracking

Stop copying job details between tools.

Your CRM becomes the one place where every lead, conversation, stage and sold job lives. We connect it to your lead sources, calendar, accounting and supplier sheets, so details move with the job and your sales numbers are actually right.

Book a free 20-min call

Lead
Estimate
Sold
Production
Paid
Every stage

The record

If it isn’t in the CRM, it didn’t happen.

Job details get typed into three places, stages stop matching reality, and the one question an owner most wants answered, which lead sources turn into sold jobs, takes a weekend of spreadsheets.

The fix is not another tool. It is making the tools you already pay for pass information to each other.

JOB #5521

Bathroom remodel, sold

Synced

Customer: Alex Carter
From: Jobber
To: QuickBooks · supplier sheet

Sold
Synced
Ordered
Scheduled

Conversation track6 entries

Mon 9:02 AMYour team
Job marked Sold in Jobber
Contract signed: walk-in shower, tile in Ash Gray, new vanity.
Mon 9:02 AMSystem
Customer and job created in QuickBooks
Same job number in both. Nobody retyped it.
Mon 9:03 AMSystem
Material list added to the supplier sheet
Tile, fixtures and quantities pulled straight from the contract.
Mon 9:03 AMSystem
Production manager got the job packet
Flagged as missing: grout color. The rep was asked to confirm.
Mon 11:40 AMYour team
Rep confirmed the grout color
Packet marked complete.
Mon 11:41 AMSystem
Install added to the production calendar
Held until the material delivery is confirmed.

Example work order. Fictional names and times.

Sales tracking

Numbers you can run the business on.

The lead source kept on every job, from first click to signed contract
Close rate by lead source, rep and month
Response time and follow-up count on every lead
Sold jobs and revenue by stage
Job details passed to accounting and suppliers without retyping
A weekly summary in your inbox

Before we build

Use what your CRM already does.

Contractor CRMs often include automations and reports that never got set up. We check those first and only build what your CRM cannot do on its own.

See what JobNimbus can do on its own →

Price: A workflow build, $1,500–$5,000 depending on how many tools are connected and how much data needs cleaning. Pricing →
Monthly plan: Care watches the connections and fixes a sync the day it breaks. Partner adds the next report or connection your office asks for. Plans →
Read first: CRM and spreadsheet integration: decide who owns each field →

Questions

Questions about CRM work

Which CRMs do you work with?

JobNimbus, AccuLynx, ServiceTitan, Housecall Pro, Jobber, HubSpot, GoHighLevel and most others with an API. We confirm what your plan supports before quoting.

Can you clean up the data we already have?

Yes. Historical cleanup, like merging duplicates or fixing stages, is scoped separately so you know what it costs.

Will my team have to change how they work?

As little as possible. We map your existing stages and fields, and only suggest changes where they fix a real gap.

Next step

Find out what your CRM can already do.

Book a free 20-minute call. If a feature you already pay for solves the problem, you will hear that before we quote anything.

Book a free 20-min call Watch a job run, lead to paid →