CRM & Sales

All-in-one field service management platform built for residential and commercial trades.

Field service management software designed for small to mid-size home service businesses.

Housecall Pro is a cloud-based field service management platform built for residential home service contractors. Founded in 2013 and headquartered in San Diego, CA, it serves 45,000+ businesses across HVAC, plumbing, electrical, cleaning, roofing, painting, landscaping, and 50+ other trades. The platform covers the full job lifecycle — scheduling, dispatching, estimating, invoicing, payments, GPS fleet tracking, CRM, online booking, and marketing automation — delivered via web and native iOS/Android apps. Operated by parent company Codefied Inc., it also runs subsidiaries BuildBook and Trade Academy.

Buildertrend is a cloud-based construction project management platform purpose-built for residential homebuilders, custom home builders, and remodelers. Founded in 2006 in Omaha, Nebraska, it serves 20,000+ contractors and has been used on more than half of all new home builds in the U.S. The platform unifies sales management (CRM, proposals, e-signatures, email marketing), project management (scheduling, change orders, daily logs, punch lists, client portal), and financial management (estimates, budgets, job costing, invoicing, payments, warranties) into a single subscription. It offers native iOS and Android apps and integrates with QuickBooks, Xero, Gusto, Salesforce, HubSpot, and other tools. Backed by Bain Capital Tech Opportunities and HGGC since 2020; acquired CoConstruct in 2021.

FranConnect is a franchise management software suite covering the full franchise lifecycle — sales and lead nurturing, operations and brand-standardization tools, royalty automation, mobile field audits, and AI agents (branded "Frannie AI") across sales, compliance, and support. Founded in 2000 and headquartered in Herndon, VA, it is PE-backed by Serent Capital and serves franchise brands from emerging systems to large multi-hundred-unit networks.

End-to-end business management for commercial landscape, snow and ice, and janitorial contractors — estimating on production factors, crew scheduling, job costing and invoicing in one system.

Solar design and sales platform — remote 3D roof modeling with LIDAR shade analysis, NEC-validated layouts, permit-ready plan sets and customer proposals, all without a site visit.

simPRO is a cloud-based field service management and job management platform purpose-built for trade contractors. Founded in 2002 in Brisbane, Australia by an electrical contractor and a software engineering student, it covers the full job lifecycle from quoting and estimating through scheduling, dispatch, inventory, invoicing, and reporting. It is widely used by HVAC, plumbing, electrical, fire protection, and general-contracting businesses across Australia, New Zealand, the UK, and the US. The platform scales from single-trade service companies to multi-division commercial contractors with project management complexity.

BuildOps is an all-in-one commercial contractor management platform purpose-built for mechanical, electrical, plumbing, HVAC, fire and life safety, and refrigeration contractors. Founded in 2018 and headquartered in Los Angeles, it unifies service management, project management, financials, and CRM into a single cloud-based system with AI-powered automation (OpsAI). The platform targets mid-size to enterprise commercial trade contractors and has achieved unicorn status with over $250M in total funding.

ServiceTrade is a cloud-based field service management platform purpose-built for commercial service contractors. Founded in 2012 and headquartered in Durham, NC, it serves mechanical, HVAC, fire protection, electrical, and refrigeration contractors with an integrated suite covering scheduling, dispatch, inspections, parts management, CRM, and accounting integrations. The platform serves 1,300+ commercial contractors and processes millions of service requests annually.

Workiz is a cloud-based field service management platform built for home service businesses. Founded in 2015 by former locksmiths in San Diego, it serves 120,000+ professionals across 50+ trades including locksmith, junk removal, carpet cleaning, appliance repair, HVAC, and plumbing. The platform covers scheduling, dispatching, CRM, invoicing, payments, online booking, inventory, and an AI-powered communication suite (Workiz Genius) — all accessible via web and mobile apps.

Roofr is an all-in-one roofing CRM built specifically for roofing contractors, combining aerial measurement reports, instant estimating, digital proposals with e-signatures, invoicing, payments, material ordering, and job pipeline management. Founded in 2016 by third-generation roofer Richard Nelson and Kevin Redman, Roofr serves over 12,000 roofing companies across North America with a cloud-based platform designed to take a job from lead capture to signed contract and payment in one workflow.

JobNimbus is a cloud-based CRM and project management platform purpose-built for residential exterior contractors, with the strongest concentration in roofing, siding, gutters, and remodeling. Founded in 2013 in Lehi, Utah, it serves 8,000+ contractor businesses with tools spanning lead tracking, estimating, proposals, scheduling, invoicing, payments, and marketing automation. JobNimbus acquired SumoQuote (quoting) and Roofer Marketers (digital marketing agency) in 2023, and raised a $330M growth investment from Sumeru Equity Partners in November 2024. It is widely regarded as the leading CRM for roofing sales-focused contractors.

AccuLynx is an all-in-one business management platform built exclusively for roofing contractors. Developed by ExactLogix, Inc., it covers the full job lifecycle from lead capture and CRM through estimating, production scheduling, material ordering, insurance restoration tracking, invoicing, and payments. The platform integrates directly with aerial measurement providers (EagleView, Hover, GAF QuickMeasure), major roofing distributors (ABC Supply, SRS Distribution, QXO), and QuickBooks, making it the dominant vertical SaaS choice for residential and commercial roofing companies.

Hatch is an AI-powered omnichannel communication platform built for home improvement and home services contractors. It automates lead engagement, estimate follow-ups, appointment confirmations, and customer outreach via text, email, and voice AI agents — helping contractors close more leads without adding headcount. The platform integrates with leading field service CRMs, lead sources, and technology partners, and is trusted by more than half of the top 20 QR 500 home improvement companies.

Leap is a vertical SaaS platform for roofing, remodeling, windows-doors, and home improvement contractors. It combines an in-home digital sales app (SalesPro) with a full-cycle CRM covering lead management, estimating, proposals, e-signature, financing, production management, invoicing, and payments. The platform is known for its 'Good, Better, Best' proposal pricing, measurement integrations (EagleView, Hover, QuickMeasure), and 35+ partner integrations including QuickBooks and CompanyCam.

PandaDoc is a cloud-based document automation and e-signature platform that helps contractors and sales teams create proposals, contracts, and quotes faster. Widely used by general contractors, roofing companies, HVAC firms, and other trades to build branded proposals from templates, collect legally-binding e-signatures, and process payments — all in one workflow. Integrates with CRMs like HubSpot and Salesforce and accounting tools like QuickBooks.

Small business management software with CRM, marketing automation, and online presence tools for service businesses.

CRM and marketing automation platform used by service businesses for lead management, email marketing, and sales pipelines.

Enterprise CRM with field service capabilities via Agentforce Field Service — marketed to home construction and general contractors specifically, with HVAC/MEP maintenance and asset management as a use case, rather than to any single trade.

Business automation software for lawn care, landscaping, and cleaning businesses with CRM, scheduling, and marketing tools.

Sales and estimating platform for residential roofing, siding, windows, and doors contractors, with integrated financing and digital contracts.

CRM built exclusively for residential homebuilders and new home sales teams to capture, nurture, and convert prospects from interest list to occupancy.

Real estate CRM that centralizes online leads from all sources into one system with automated follow-up and team management tools.

Home improvement and remodeling CRM with call center automation, lead distribution, and appointment scheduling built for high-volume contractors.

Industry-specific CRM and business management software designed for home improvement contractors, remodelers, and specialty trades.

Real estate CRM and back-office platform built on Salesforce, used by agents, brokers, and residential developers for lead management and transaction tracking.

Sales-focused CRM for small and mid-size businesses, with strong adoption in the construction sector and features like map views, instant docs, and e-sign.

ClientTether is a franchise sales and development CRM — visual pipeline management, candidate profiles, two-way text/call/email automation, discovery-day scheduling, FDD tracking with e-signature, and royalty reconciliation. Founded in 2014 by Conrad Kolba and headquartered in Spanish Fork, UT.

Landscape business management built around budgeting and estimating — LMN prices work off a real overhead budget, then tracks crew time and job costs against it.

End-to-end solar design, sales and project management that is free for installers — auto 3D design, shade, proposals with financing, hardware BOM and a built-in CRM.

Sales and estimating software built for painting contractors — on-site estimates, signable proposals, CRM and project management in one system.

Kickserv is a cloud-based field service management platform designed for small to mid-sized home service businesses. It covers the full job lifecycle — customer management, estimating, scheduling, dispatch, GPS tracking, invoicing, and online payments — in a straightforward, affordable package. Originally launched in 2006 as ServiceSidekick, it rebranded in 2011 and was acquired by EverCommerce in 2023, joining the EverPro portfolio alongside ServiceFusion and Profit Rhino.

All-in-one field service management platform for small to mid-sized contractors with CRM, scheduling, invoicing, and mobile capabilities.

Green-industry business management for tree care, plant health care and landscaping — estimating, scheduling, route optimization, invoicing and payments, now sold as SingleOps by Granum.

CRM platform designed for real estate and home services professionals to manage leads, follow-ups, and client relationships.

Field service management software for small service businesses with customer management, scheduling, and invoicing.

CRM and proposal management software for construction firms to manage business development and client relationships.

BUILDR is a construction operating system designed for general contractors. It provides a unified platform for managing preconstruction, project execution, financial operations, and workforce management.

Dataforma is a comprehensive field service management software designed for contractors across various trades. It helps businesses streamline operations from lead management and scheduling to job costing and invoicing.

FollowupCRM is a CRM software designed specifically for the construction industry. It helps contractors manage their sales pipeline, track leads, and improve their closing rates.

Nutshell is a comprehensive CRM platform designed to help sales teams manage contacts, track leads, and automate sales processes. It is suitable for small to mid-sized businesses across various industries, including those in construction and skilled trades.

Oracle NetSuite provides a comprehensive cloud-based business management suite, encompassing ERP, CRM, and e-commerce functionalities. It is designed for mid-sized to large construction and skilled trades businesses seeking to streamline operations and gain real-time visibility.

Pipedrive is a sales CRM platform designed to help businesses manage their sales pipelines, track leads, and close deals more efficiently. It is ideal for sales teams and small to mid-sized businesses across various industries, including construction and skilled trades, that need to streamline their sales processes.

ProjectMark is a CRM and sales platform designed specifically for commercial contractors. It helps contractors manage their sales pipeline, track opportunities, and streamline the bidding process for commercial projects.

Prokeep is a unified communication platform that helps distributors and contractors manage customer interactions across multiple channels. It centralizes texts, calls, and online orders into a single inbox, enhancing efficiency and customer service for trade businesses.

Quickbase is a low-code application development platform that enables businesses to create custom applications for managing projects, operations, and data. It is designed for organizations across various industries, including construction and skilled trades, to streamline workflows and improve data visibility.

Striven is a comprehensive enterprise resource planning (ERP) software designed to manage various business operations from a single platform. It helps businesses, including those in construction and skilled trades, streamline project management, financials, CRM, and inventory.

SumoQuote provides digital quoting and proposal software designed to help contractors create professional, customizable estimates quickly. It streamlines the sales process for home service and specialty trade businesses, improving close rates and customer experience.

TopBuilder is a CRM and sales management software designed specifically for the construction industry. It helps contractors manage leads, bids, proposals, and customer relationships to streamline their sales processes.

Unanet provides project-based ERP and CRM software solutions designed to help government contractors and architecture/engineering firms manage projects, people, and financials. It offers comprehensive tools for project accounting, resource planning, and business intelligence to optimize project delivery and profitability.

Blue Collar Bureau is a franchise-enablement platform for blue-collar and home-service businesses, built around its Franbassador product suite — CRM, marketing automation, e-signature, website/e-commerce builders, and franchisor/franchisee dashboards — plus ZeeVerify, a verified-franchisee ratings and credibility system for evaluating franchise brands.

FranchiseSoft is a cloud-based franchise management system covering CRM, franchisee operations, HR/payroll, financial reporting and royalty management with ACH processing, and an integrated LMS for franchisee training. Headquartered in Mississauga, Ontario, Canada, with over 60,000 registered franchisor/franchisee users.