CRM & lead pipeline for Contractors | TruTec

Platform / 01 CRM & lead pipeline

Every lead, every call, every follow-up.

Web forms, calls and emails land in one pipeline with an owner and a follow-up date. Then text, email and track every bid from the same record.

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1 inboxfor your website, your customer portal and the lists you bring over
15 mindefault speed-to-lead window, and the owner hears about it if you miss it
100 re-bidscreated in one click from the work you’ve already won
25 reportsto Excel, Word or PDF, with weekly sales emailed every Monday
Capture every lead

01 · Capture every lead

Every request, ready to work in seconds.

Your website form, your customer portal and your spreadsheets all feed one inbox. Each lead is routed to the right rep, with a clock running on the call-back.

The TruTec lead inbox: 12 new requests from two forms and the portal, with response time and leads by source

Every lead in one inbox

Website forms, your customer portal and imported lists all land in one place.

Called back while it’s hot

Each lead goes to the right rep with a call-back clock, and the owner hears if it’s missed.

Know which ads pay

Every lead keeps where it came from, so you can see which sources win work.

01.1
Work the pipeline

02 · Work the pipeline

Every bid on one board. Weighted, sorted, current.

Drag bids between your own stages, see the dollars in every column and the weighted pipeline, and filter down to exactly the work you’re chasing.

The TruTec sales pipeline: 59 jobs worth $1.23M across new lead, site visit, estimating, proposal sent and won

Every bid on one board

Drag bids through your own stages with the dollars and the weighted total in view.

Find the work you’re chasing

Filter by stage, owner or your own fields, and save the view for the team.

Learn why you lose

Lost bids record why, so the reports show where you’re missing.

01.2
Every client & property

03 · Every client & property

People change. The property’s history doesn’t.

Companies, contacts and sites kept straight. When a property manager leaves, the property, its jobs and its history stay with you.

A property-management company in TruTec: four sites, contacts with roles, follow-ups and the conversation

The property keeps its history

When a manager leaves, the site, its jobs and every conversation stay with you.

Big customers, organized

National and regional customers split into divisions under one parent.

A portal for your customers

One private link where customers see their sites, projects, invoices and photos.

01.3
Never miss a follow-up

04 · Never miss a follow-up

Who to call today. And which jobs come back around.

My day puts every call, email and visit in order, and re-bids read the work you’ve won to tell you which properties are due again.

My day in TruTec: overdue, today and this week’s follow-ups for the team
TruTec re-bids: 13 properties due again for sealcoat, striping and crack fill

Your day, in order

Everyone to call, email or visit today, with replies waiting and stale deals beside them.

Re-bids that find you

TruTec reads the work you’ve won and tells you which properties are due again.

Follow-ups that run themselves

Automatic emails and texts that stop the moment the customer replies.

01.4
And more

Plus 50+ more, built from what contractors asked for. See them on a demo.

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01
The platform

One platform

CRM is one step. The job runs on, on the same record.

01CRM & lead pipelineEvery lead and follow-up 02AI takeoffsAerials and plan sets 03EstimatingPriced from your recipes 04Proposals & e-signSigned online 05Scheduling & dispatchEvery crew on one board 06Crew appClock-in, checklists, photos 07Timesheets & job costingPayroll-ready hours 08Invoicing & paymentsPaid online, in QuickBooks

See CRM run on a real job of yours. 45 minutes, live.

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01

FAQ

Common questions.

Something else? Talk to a human or book a demo

From your website, your customer portal, a spreadsheet import or the API. Every lead lands in one inbox, ready to work.
Yes. Import clients and contacts from CSV or Excel, preview every row and choose what happens to duplicates. Running the same file again is safe.
Yes, from your company’s own toll-free number once carriers approve it, usually in one to three weeks. STOP and quiet hours are handled for you.
Yes, both sync two ways. QuickBooks Online is connected too, with customers, invoices and payments sent across.
TruTec reads the work you’ve won and tells you when each property is due again (sealcoat, striping, crack fill, repairs, overlays). Then it creates the re-bid jobs for you.
Yes. Connect your Gmail or Outlook and proposals and follow-ups go out from your real address with your signature.