CRM and lead tracking
A contractor CRM built around how you sell jobs
Shadow Projects builds CRM and lead tracking for general contractors and roofers. We first built it for CH Roofing: every lead arrives with its source, campaign and ad click ID, and live reporting shows which sources bring in revenue.
What does the CRM track?
Every inbound lead is captured with its source, campaign and ad click ID, and that attribution carries into the CRM with the lead. Leads from social media are tracked too.
When a deal is won, it’s stamped with the close date and the contract value.
How do you see which leads bring in money?
Live reporting shows which lead sources bring in revenue and what their win rates are, so you can see where your marketing actually pays.
Who was it built for?
We first built it for CH Roofing, as CH Roof Ops. We build it in your branding, alongside your jobs, quotes and schedule.
Can it follow up on quotes?
We can build automatic quote follow-ups into your platform, on the schedule you choose. For the quotes themselves, see contractor estimating software.
Book a free 20-minute call about a contractor CRM.
Related reading
Common questions
How much does it cost?
It depends on what your operation needs, so there’s no one price. We can price the build as a project or work hourly, and there are no per-seat fees either way. We go through it on the free 20-minute call.
How long does a build take?
Simple tools can be working in about a week. Full platforms get a firm go-live date on the first call, and you review working milestones, not mockups.
Who owns the CRM?
When the build is paid in full, ownership of the code, IP and data transfers to you. No license, no per-seat fees, no lock-in.