Stop Losing Leads,
Estimates, and Follow-Ups
in the Shuffle.
Craft Edge builds CRM and pipeline systems for contractors that track every call, form, text, appointment, estimate, and follow-up—so your team knows what needs attention and leadership can see what is driving revenue.
Contractors
by Contractors
AI & Follow-Up
Sales Pipeline
4 Active Leads • $46,500 Total Value
Roof Replacement
HVAC Install
Full Remodel
Plumbing Repipe
Automation Triggered
Follow-up SMS sent to Mike
Scattered Lead Management Costs Contractors Real Money
When leads are spread across phones, inboxes, forms, spreadsheets, notes, and disconnected systems, follow-up becomes inconsistent. Good opportunities get missed, estimates go cold, and revenue slips away.
Leads Live
Everywhere
Calls, forms, texts, emails, Facebook leads, and referrals aren't all in one organized place.
No Clear
Next Step
Your team doesn't always know who needs a call, estimate, reminder, or reschedule.
Estimates
Go Cold
Open proposals sit too long without structured follow-up.
Sales Activity Is
Hard to See
Leadership can't easily see what was contacted, quoted, followed up, or closed.
Marketing ROI
Gets Blurry
You can't confidently see which lead sources became booked jobs.
Manual Tracking
Breaks Down
Spreadsheets and memory don't scale when lead volume increases.
A Sales Pipeline Built Around How Contractors Actually Work
Every lead should have a status, an owner, a source, and a next step. We make it simple.
Centralized Lead Inbox
Bring calls, forms, texts, ads, and website inquiries into one organized system.
Visual Sales Pipeline
Track each opportunity from first contact to appointment, estimate, follow-up, sold, or lost.
Automated Follow-Up
Trigger texts, emails, reminders, and tasks based on where the lead is in the pipeline.
Appointment & Estimate Tracking
Know who is scheduled, who received an estimate, and who needs the next touch.
Source & Revenue Visibility
See which campaigns, channels, and lead sources are producing real opportunities.
Team Notifications & Tasks
Make it clear who owns the next step so leads don't sit untouched.
From New Lead to Sold Job — Every Stage Tracked
Every stage can trigger the right next action so opportunities don't sit forgotten.
New Lead
New inquiry captured
from any source
Qualified
Contacted & qualified
as a real opportunity
Appointment
Scheduled
Appointment set with
homeowner
Estimate Sent
Estimate or proposal
delivered
Follow-Up
Needed
Waiting on decision
or next touch
Sold
Job booked
& won!
Lost / Nurture
Not a fit or lost -
nurture for the future
Past Customer
Job complete -
add to lifetime value
What Your CRM & Pipeline System Can Include
Connect Your Lead Sources Into One System
Forms
Calls
Texts
Ads
Leads
Receptionist
Requests
Pipelines
Automation
Want to Know Where Your Lead Process Is Breaking?
We'll audit your current CRM, pipeline, and follow-up process and show you exactly where opportunities are being lost.
Follow-Ups Overdue
23
Est. Revenue at Risk
$86,330
How We Build Your Contractor CRM System
Audit the Current
Lead Flow
We review where leads come from, where they go, who handles them, and where follow-up breaks down.
Build the Pipeline
We create clear stages that match your sales process from first contact to booked job.
Connect Lead Sources
We route calls, forms, ads, AI conversations, texts, and other inquiries into the system.
Automate the
Next Step
We build reminders, follow-up sequences, notifications, and status-based workflows.
Train and Optimize
We help your team understand the system and improve it as real leads move through the pipeline.
See the Pipeline Before Revenue Slips
Clear reporting helps you coach your team, fix bottlenecks, and double down on what works.
Leads This Month
156
18% vs last month
Appointments
48
12% vs last month
Estimates Sent
32
6% vs last month
Sold Jobs
19
22% vs last month
Pipeline Value
$312,840
Total open pipeline
Follow-Ups Overdue
23
Action needed
Revenue by Source
Serving Local Contractors & Nationwide Brands
Proudly serving contractors in Washington and beyond with proven, compliant marketing systems that scale.