CRM
The CRM built for contractors, not software salespeople
Every contact, company, and deal in one place — with a drag-and-drop pipeline, full activity history, and per-contact job records that live where your crew already works.
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Most CRMs were designed for enterprise sales teams closing six-figure software deals, then bolted onto the trades as an afterthought. Limitless CRM is the opposite. It's a contact and pipeline system shaped around how roofers, HVAC techs, and landscapers actually sell — quick to update from a truck, honest about where every deal stands, and connected to the jobs, estimates, and invoices those contacts turn into. Nothing to configure for weeks, no consultant required.
The problem this solves
What it's like without it.
Leads slip through the cracks
A voicemail here, a text there, a note on the back of a business card. Without one place to hold every prospect, follow-ups get missed and warm leads go cold. The CRM captures every contact and keeps the next step in front of you.
You can't see where deals really stand
A spreadsheet can't tell you which quotes are about to close or which have stalled. A visual, drag-and-drop pipeline with your own stages shows the whole board at a glance, so nothing sits forgotten.
History lives in five different apps
The estimate is in one tool, the invoice in another, the photos on someone's phone. Limitless keeps a full activity timeline and job history on each contact, so the whole story is one tap away.
Generic CRMs don't fit the trades
Fields for 'MQL score' and 'ARR' don't help you sell a roof. Custom fields, tags, and lifecycle stages let you model your business — repeat maintenance customers, storm leads, referral sources — instead of forcing your work into someone else's template.
How it works
Up and running in minutes.
1. Bring your contacts in
Import your existing list by CSV, or add contacts and companies as they come in. Assign an owner so everyone knows whose lead is whose.
2. Build your pipeline
Set up deal stages that match how you sell, then drag deals from stage to stage as they progress. Add custom fields and tags to slice your book of business any way you want.
3. Work the follow-ups
Log notes and tasks against each contact, set reminders, and watch the activity timeline build automatically as estimates, invoices, and jobs get attached.
4. Turn contacts into revenue
Every quote, job, and recurring service plan links back to the contact, so you always see the full relationship — past work, open deals, and lifetime value — in one view.
Everything it does
The full capability set.
Contacts and companies
Track individual homeowners and the businesses behind them, with the relationships between them intact — property managers, HOAs, and commercial accounts included.
Drag-and-drop deal pipeline
A visual board with custom stages you define. Move deals with a drag, spot bottlenecks instantly, and keep the whole team looking at the same picture.
Lifecycle stages
Mark where each contact sits in their journey — new lead, active customer, past customer, recurring client — so your marketing and follow-up always fit the moment.
Full activity timeline
Every note, task, estimate, invoice, and status change lands on the contact's timeline automatically, giving you the complete history without digging.
Custom fields and tags
Capture whatever matters to your business — roof type, system age, referral source, warranty status — and tag contacts to build segments for outreach.
Per-contact job history
See every job you've done for a contact, linked right to their record, including work that turned into recurring service plans.
Notes, tasks, and ownership
Assign contacts to the right rep, leave notes the whole team can see, and set tasks with due dates so follow-ups never fall off the radar.
Mobile-first for the field
Built to be used from a phone on a jobsite, not just a desktop at the office. Update a deal or log a call between appointments in seconds.
Perfect for
Who gets the most out of it.
Better together
Why it beats a generic CRM
The bigger picture
Included in Limitless, which also does:
Pricing
Every plan includes every feature.
Plans run from $49/mo for a solo operator to $1,499/mo for large operations — you're only choosing how big your crew is. Limitless CTV is an add-on managed service.
FAQ
Questions, answered.
Can I import my existing contacts?+
Yes. Import your current list by CSV and your contacts and companies come straight in, ready to work with tags, custom fields, and pipeline stages.
Is the CRM really usable from my phone?+
Absolutely. It's built mobile-first so you can update deals, log notes, and check a contact's history from the jobsite, not just from a desktop.
Can I customize the pipeline stages?+
Yes. You define your own deal stages and drag deals between them. Add custom fields and tags to model your business exactly how you run it.
How does the CRM connect to the rest of my work?+
Contacts link to estimates, invoices, jobs, and recurring service plans, so every record shows the full relationship and lifetime value in one place.
How much does it cost?+
Plans are simple monthly or annual pricing by crew size, starting at $49/mo, month-to-month, with a 14-day free trial.
Do I need a consultant to set it up?+
No. There's nothing to configure for weeks. Import your contacts, set your stages, and you're selling the same day.
Put every lead in one place
Start your free trial and run your whole book of business from a CRM that actually fits the trades.