Product workflow guide · Updated November 9, 2026
Set up a contractor CRM without rebuilding your whole business
Start with the customer records you already use. Import your contacts, tag their source, give each active lead a clear stage, and choose one next action. Add the rest of your operating system after your team can reliably find and update a customer.
1. Keep an untouched copy of your contacts
Export a CSV from your current system and keep the original file. Make a working copy for cleanup. Use one row per customer, separate first and last names, and keep phone numbers as text so leading zeros and country codes survive.
2. Remove duplicates before import
Compare email addresses and normalized phone numbers. Shared household emails are not always duplicates. Keep useful notes when merging records and test ten rows before importing the entire list.
3. Start with a pipeline your team understands
Use New, Contacted, Quoted, Won and Lost. Define what moves a lead between stages. A quote sent is different from a signed job; a signed job is different from collected cash.
4. Record the source and a next action
Use sources such as referral, website and repeat customer. Assign a follow-up date while the conversation is fresh. The most useful CRM is the one that makes the next action visible.
5. Keep the first week small
Import real customers into your own workspace, not into a public demo. Have one person own data quality, review overdue follow-ups daily and export a backup regularly.
What the free CRM includes
The free plan is for contact records, lead stages, tags, CSV import/export and basic jobs. It has no contact-count subscription cap. Paid operational features and third-party sending or processing costs are separate. Public account verification is currently being connected.