CRM for contractors · Revenue Recovery System

CRM for contractors: the bids you wrote are the revenue you're losing

Contractors don't lose jobs on price as often as they think. They lose them in the silence after the proposal — while the client hears from someone else. PeakReach installs and operates the system that follows up on every bid, so the CRM stops being a filing cabinet and starts being a process.

Search "contractor CRM" and you'll find tools built for estimating, scheduling, change orders, and invoicing. Most of them are fine. Most of them also share one weakness: the proposal goes out, the tool records it, and then nothing happens unless a person remembers. On a job site, nobody remembers.

For remodelers, general contractors, specialty trades, and commercial service contractors, three things decide whether a CRM pays for itself.

1. Every open bid, visible with an owner

You should be able to see, on one screen, every proposal that's out — how long it's been out, who owns it, and what the next touch is. Not a spreadsheet the estimator keeps. A pipeline the office can read without asking.

2. Follow-up that runs on a schedule and stops on a reply

Approved email and text touches go out at day 2, day 5, day 10 — without anyone typing them — and stop the moment the client answers, books, or opts out. Consistency is what wins the comparison the client is running in their head.

3. Exceptions that land on a person

A reply, a question about scope, a proposal aging past two weeks: those need judgment. A working system flags them to a named person instead of letting them sit unread. That is what accountability looks like when it's structural rather than personal.

Why contractors don't get this from software alone

Because software waits to be operated. Someone has to configure the sequences, watch the exception queue, fix the integration when the estimating tool changes its export, and report what actually happened last week. In a contracting company that person is usually the owner — which is exactly the dependency PeakReach exists to remove.

PeakReach is not a CRM company. We install and operate the Revenue Recovery System around the tools you already bid from, under The PeakReach Standard™: configure, integrate, QA, launch, stabilize — then run it and report weekly. You keep your data and client-owned accounts; we keep the system running.

By trade

Configured for how your trade bids

Service calls more than projects? See CRM for service businesses →

?FAQ

Common questions from contractors

Three things: show every open bid with an owner and next action, run follow-up on a schedule and stop when the client answers, and surface the exceptions a human has to handle. Most contractor CRMs can store that; very few companies have someone operating it. PeakReach does.

No. PeakReach connects the follow-up system around your approved system of record whenever the data is usable — Buildertrend, JobTread, spreadsheets, or a trade-specific tool.

No. PeakReach is a business systems company. The CRM is a supporting component of the managed Revenue Recovery System we install, operate, monitor, and report on. You keep your data and client-owned accounts.

$2,500 implementation plus $1,497 per month, 12-month initial term, then month-to-month with 30 days' written notice.

Find out where your bids are leaking.

A 20–30 minute operator-led Revenue Leak Audit, up to three observed leaks, and a one-page snapshot. Complimentary for qualified companies.

Find my revenue leaks →