Track every lead, proposal, and follow-up in one place. BuilderPal’s Sales CRM is built for contractors — so you always know what’s in your pipeline and what needs attention today.
Without a system, hot leads go cold. You forget to call back, a competitor moves faster, and the job is gone before you even sent a proposal.
You don’t know which jobs are likely to close, which are stalled, or how much work is actually coming in next quarter. Forecasting is just guesswork.
Proposals sent via email get lost, ignored, and never followed up on. There’s no way to know if the client even opened it.
A CRM built for how contractors actually sell
Track every lead from first contact to signed contract. Manage deals, create professional proposals, and track everything with BuilderPal’s full CRM and client approval portal.
BuilderPal's Client Portal gives clients a dedicated dashboard to view proposals, approve change orders, and track project progress in real time.
Give clients an accurate, real-time budget and financial rollup that automatically updates with approved change orders.
Allow clients to review detailed change orders with line items and cost impact, then approve or decline them directly in the portal.
Share a live milestone schedule with clients that refreshes automatically whenever you publish project updates.
Publish fresh project snapshots including schedule and budget to clients with one click using BuilderPal’s update tool.
Securely share project photos, documents, and progress updates with clients while maintaining complete control over access. Review any documents with ease.
Join contractors using BuilderPal to track every lead, send faster proposals, and close more business without adding headcount.