SmartContact for builders

A simple CRM for builders and building contractors

Keep every enquiry, site visit and quote in one place, chase quotes before the customer goes elsewhere, and see which jobs and lead sources are worth your time.

Start free Try the demo

Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Enquiries come in while you're on site, and by evening half of them are forgotten.
  • Quotes go out and nobody chases them, so the job goes to whoever rang back first.
  • Job details live in a notebook, a van and three phones, so the office can't answer a customer's question.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for builders:

  1. Enquiry
  2. Site visit booked
  3. Quote sent
  4. Quote accepted (Account)
  5. Lost

Lead sources worth tracking: Past customer, Word of mouth, Website enquiry, Trade directory or review site, Site board or van signage.

Custom fields to add

  • Job type: extension, loft conversion, refurbishment, new build, groundworks
  • Job address: when the work isn't at the customer's billing address
  • Planning or building control reference: find the job from the council's reference
  • Earliest start date: plan the diary and spot jobs that clash

How builders use SmartContact

From the van, on your phone

Install SmartContact on your phone from the browser. Log the call or add a note after a site visit in seconds, and get a reminder notification when a quote is due a chase.

Photos and drawings on the job

Attach site photos, drawings and the quote to the customer's record, stored encrypted, so whoever answers the phone can see the job.

Quotes they accept online

On Standard, build the quote from your price list with VAT. The customer accepts it online, the job is marked won, and with Xero connected it becomes a draft invoice.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which quotes did we send more than a week ago that nobody has chased?"
  • "Log a site visit at 14 Mill Lane: wants a single-storey rear extension, quote by Friday."
  • "Which lead source brought in the most accepted quotes this year?"

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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