One pipeline

CRM Software for Carpenters and Remodelers

Stop running your business out of a truck console and three group texts. Every lead, estimate, deposit, and change order in one place your whole crew can see.

Sample results we've achieved for clients

100%

Of leads tracked to an outcome

1 view

Pipeline from call to punch list

2 wks

Typical migration and onboarding

Examples from past NextBuild client work, not a guarantee of future results.

Sound familiar?

  • Nobody can answer "how many open estimates do we have right now?" without a phone call.
  • Follow-up depends on whoever remembers, so good leads quietly die.
  • Marketing spend can't be tied to signed jobs, so you're guessing on budget.

What's included

Remodeling-shaped pipeline

Stages built for the trade: inquiry, site visit, estimate sent, deposit, scheduled, in progress, punch list, referral.

Unified inbox

Calls, texts, emails, web chat, and Google messages in one thread per homeowner.

Estimate & deposit tracking

See proposal value, age, and follow-up status at a glance — with automated nudges on stale deals.

Revenue attribution

Dashboards that show which channels produced signed contracts, not just clicks.

How the work runs

  1. Step 1

    Audit

    We document how your jobs actually move today, mess and all.

  2. Step 2

    Configure

    Pipeline, fields, templates, and permissions set up around your workflow.

  3. Step 3

    Migrate

    Contacts, open estimates, and history moved over without downtime.

  4. Step 4

    Adopt

    Crew training, quick-reference cards, and 60 days of hands-on support.

CRM Software questions we get weekly

Is this another subscription we won't use?

Adoption is the whole job. We configure it around your existing habits and train the crew until it's the easiest way to work.

Can it handle change orders?

Yes — change orders, deposits, and phase tracking all live on the job record.

Does it replace our accounting software?

No. It sits in front of it, managing sales and job communication, and integrates with common accounting tools.

What about our existing contacts?

We migrate them, deduplicate them, and tag them so past clients become a referral asset.

Pairs well with

Ready for crm software that fills the calendar?

Get a free consultation and an honest look at what's holding your online presence back.