Client ManagementEvery client, contact, and jobsite in one place
Stop tracking clients across spreadsheets, your phone, and sticky notes. CC keeps your client relationships organized so you can focus on the work.
Built for Contractors, Not Salespeople
A CRM that tracks what matters — jobsites, estimates, and getting paid
Client Directory
Keep every client, contact, and company in one searchable place. No more digging through email or your phone.
- Searchable client list
- Multiple contacts per company
- Quick-add from any page
- Import from spreadsheet
Jobsite Tracking
Link jobsites to clients and projects. Every address, note, and access detail in one spot.
- Multiple jobsites per client
- Address and access notes
- Linked to projects
- Site history
Estimates & Invoices by Client
See every estimate, proposal, and invoice for a client at a glance. Know exactly where you stand.
- Full financial history
- Open vs. paid invoices
- Proposal win rate
- Revenue by client
Communication History
Log calls, emails, and notes so your whole team knows what was said and when.
- Call and meeting notes
- Timeline view
- Team visibility
- Searchable history
Company Management
Track GCs, property managers, and repeat clients with company-level records and contact hierarchies.
- Company + contact structure
- Role tracking
- Multi-project clients
- Company-level reporting
Quick Actions
Create an estimate, send an invoice, or start a project for any client in two clicks.
- One-click estimate creation
- Direct invoice generation
- Project kickoff
- Email from client page
Ready to organize your client relationships?
Get started with Contractor Co-Pilot and keep every client, contact, and jobsite in one place.