Contractors & Home Services
CRM for contractors that turns quotes into jobs
Quote follow-up is revenue. Nudge makes it automatic.
- Mobile-friendly Today list for calls and site visits
- Import leads + jobs from spreadsheets
- Pipeline stages for quotes and scheduling
- Custom fields for job type, address, permit status
Free 14-day trial · No credit card required
Where revenue leaks
Quotes go out… and nobody follows up.
Site visits happen… and the next step isn't assigned.
Scheduling gets messy when ownership isn't clear.
Work is real-time; your CRM shouldn't be a museum.
AI-powered import
AI import for contractor spreadsheets
If your leads live in a sheet, you're one import away from a working CRM.
Upload
Detect
Review
Import
Example import columns
- Detects Customer vs Job/Deal vs Activity
- Suggests mapping and lets you review before import
- Dedupe + merge prevents duplicates (phones/emails)
- Supports multi-sheet workbooks (by service line, region, crew, etc.)
- Undo import when needed
The Nudge System
Four rules. Zero ambiguity. Every deal moves or you know why it didn't.
Every deal has an owner
No orphan deals. Someone is always responsible.
Every deal has a next step
No deal without a clear next action attached.
Every next step has a due date
Nothing drifts. If it's not scheduled, it's not real.
Your 'Today' list is the truth
Due, overdue, and done — your single source of action.
Next step required → Today list automatically updates.
Today
My tasks due today, overdue, and this week
- Send revised proposal to Nakamura Foods
- Call Alex re: warehouse timeline
- Review import mapping for Zoho migration
Team
Everything the team owes this week
Ryan
4 tasks
Sophia
6 tasks
Alex
3 tasks
Your 'Today' list, in your pocket.
Desktop, tablet, or phone — your next steps travel with you.
Marta Silva
Porto Wine Co.
Next actions
Send revised proposal
Due today · Ryan
Schedule tasting call
Tomorrow · Sophia
Prep shipping quote
Friday · Ryan
Recent activity
Proposal sent
2h ago
Email logged
Yesterday
Note by Sophia
2 days ago
Pipelines
Pipelines built for quotes and scheduling
Run shared pipelines for crews/dispatch, personal pipelines for individual sales.
Contractor pipeline
Shared pipelines for the team · Personal pipelines for each rep · Templates to get started fast
Custom fields
Custom fields that match contractor workflows
Track the details that drive your business.
Job/deal fields
Everything you need to keep jobs moving
AI-powered CSV/XLSX import
Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities — mapped by AI.
Shared + personal pipelines
Team pipelines for collaboration. Private pipelines for focus work.
Next step required
Owner + action + due date on every deal. Enforced, not optional.
Custom fields
On Businesses, Contacts, and Deals. Auto-created during import.
Activity timeline
Calls, emails, meetings, and notes — one thread per record.
Email capture
CC your workspace dropbox. Emails land on the right record.
CRM imports
Migrate from Pipedrive, Zoho, OnePageCRM — or plain CSV.
Comments + collaboration
Threaded discussions on any record. No more Slack side-channels.
Call back homeowner re: roof estimate
Schedule site visit — kitchen reno
Follow up on permit approval
Simple, transparent pricing
Two plans. No enterprise math homework.
Start with a 14-day free trial. Monthly or annual billing.
Premium
$20/mo
$200/year
Teams + ownership + collaboration + advanced reminders
- AI import + dedupe + undo
- Custom fields
- Multiple pipelines (shared + private)
- Email capture (up to 1,000/mo)
- CRM imports (Pipedrive, Zoho, OnePageCRM)