Know exactly where every opportunity stands.
A contractor-focused CRM that tracks every inquiry from first contact through estimate, follow-up, and close. See your pipeline at a glance and never lose track of an opportunity again.
How it works
A simple, repeatable flow that runs the same way every time.
New inquiry enters the pipeline
Automatically created as a new opportunity.
Move opportunities through stages
New Inquiry → Contacted → Qualified → Estimate Scheduled → Completed → Follow-Up → Won/Lost.
All communication is logged
Calls, texts, emails, and notes in one timeline.
Report on your pipeline
See where opportunities are and what needs attention.
What you get
Common use cases
A roofer tracks 30 active estimates and knows which ones need a follow-up call
An HVAC company assigns estimates to different team members
A plumber reviews won/lost reasons to improve their sales process
What the contractor sees
- A visual pipeline of every opportunity
- Full communication history per contact
- Tasks and follow-up reminders
What the customer sees
- Consistent, organized communication
- A contractor who remembers their project details
- A smooth estimate and booking process
What working with Atlas looks like
Live Demonstration
20 minutes. We show you the system working and answer your questions.
Buildout
Approximately 7–10 business days after complete onboarding.
Launch & Training
Approximately 30 minutes. We test everything and walk your team through it.
Frequently Asked Questions
Ready to add Contractor CRM to your contractor system?
Book a live walkthrough and see this feature working as part of the complete Atlas system.