Start with the next customer
Keep leads and customers in one inbox. Add work items for the next call, site visit or estimate, so your office and crew know what comes next.
A contractor CRM for a new company and the jobs ahead.
ContractorRise keeps leads, customer follow-ups, estimates, contracts and invoices in one program. Start with the free plan and unlimited users, then choose paid features when your company needs them.
Describe the job, review the estimate
Choose a work type and write the scope. AI drafts material and labor lines with your markup. Check the quantities, costs and scope before sending anything to a customer. Manual estimates, contracts and invoices are unlimited.
Keep the agreement and invoice with the job
Customers sign contracts online with an email code and see estimates, contracts and invoices in your customer portal. Their documents use your company name, logo and contact details.
Add phone tools when needed
Pro and Business add calls and texts through your own Twilio account; price calculators for your website are coming soon. Your own provider bills and one-time configuration are separate from the software price.
Questions and answers.
Is ContractorRise a CRM or an ERP?
It includes CRM for leads, customers and work items, alongside estimating, contracts, invoicing and operational workflows. Which operational tools are available to your team depends on permissions and company configuration; confirm the workflows you need in a demo.
Does each employee get a separate AI allowance?
No. The plan allowance is shared by the company: 10 AI estimates a month on Free, 200 on Pro and 1,000 on Business. The calendar month resets in UTC. Adding users does not multiply the allowance.
What should a new contractor set up first?
Set your company identity, invite the team, add a lead and its next work item, then prepare and review an estimate. Confirm contract wording, prices and any provider setup before you send customer documents or use connected phone and website tools.
From the first call to the paid invoice.
One program for the whole job, and one price for the whole company, with unlimited users.
Free plan, no card needed. Already using ContractorRise? Sign in.