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Remodeling
CRM.

The kitchen you quote in spring may sign in fall, if someone is still following up. A remodeling CRM keeps every inquiry, consultation and proposal in one place, and books the next step without a spreadsheet.

Get a free websiteRemodelers

Without Booking

of home service businesses don’t ask the lead to book the job
55%
Invoca, 2026 home services benchmarks
of home service pros name no-shows as a limit on growth
12%
Jobber, 2026 Home Service Trends (vendor survey)
NAHB index for the backlog of remodeling jobs, Q3 2026
56
NAHB, Remodeling Market Index, Q3 2026

Spreadsheet remodeling pipeline

Inquiries live in email, consultations in a calendar and proposals in Houzz Pro or a folder. Nobody can say which kitchens are still deciding.

Remodel site-visit loops

Booking a site visit takes a round of emails and a text, and both homeowners have to be there.

Hanging remodel proposals

A proposal goes out and nothing is set to follow it. Months later you hear they hired someone else.

Design visits

A sample remodeler’s design visit requests, one week played twice: first by email back-and-forth, then with the budget asked first and a real time.

Example week of a sample remodeler's design visit calendar, with 21 visit requests in both versions. Before: 6 design visits, 29% of requests reaching one, 2 cancelled, and no reminders. After each request gets a booking page with the budget range and timeline asked first and evening times, and a reminder the day before: 12 design visits, 57%, 1 cancelled, and 12 reminders sent.

Before Email back-and-forth into next week. Six visits, two cancelled.

  1. Before: Email back-and-forth into next week. Six visits, two cancelled.
  2. Text: Same request, answered that night with the designer and real times.
  3. Picked: Thursday at 6pm. Budget and timeline first, then Ruth’s calendar.
  4. Filled: Evening kitchen visits for Ruth, day site visits for Marco.
  5. Reminded: Every visit gets a text the day before.
  6. Report: More requests reach a visit, and a visit is where a kitchen starts.
  1. Full week, Quenby Design-Build

    quenbydesignbuild.example/kitchens/plan/visit

    A bright kitchen with white cabinets, a mosaic backsplash under the hood, pendant lights and a long island with chairs

    Quenby Design-Build

    Book a design visit

    Project
    Kitchen
    Designer
    Ruth N.
    Budget and timeline
    Comes firstSent

    Evening times with Ruth

    1. Tue 26pm
    2. Thu 46pmThu 46pm
    3. Fri 56pm
    Book this visit

    You’re on Ruth’s calendar

    Thu 4, 6pm

    She’ll confirm it. Your reminder comes the day before.

    Project
    Kitchen
    Designer
    Ruth N.
    February 2027
    • Kitchens
    • Baths
    • Additions and basements
    Visit requests
    21
    Design visits
    12
    Reached a visit
    57%
    Cancelled
    1
    Reminders sent
    12
    1. Mon 1
    2. Tue 2
    3. Wed 3
    4. Thu 4
    5. Fri 5
    1. 5 requests3 answered
    2. 4 requests3 answered
    3. 5 requests2 answered
    4. 4 requests3 answered
    5. 3 requests2 answered
    • Kitchen design visitNora T., Fenmoor10am to 12pmK
    • Bath design visitDee W., Hartwell Heights4pm to 6pmB
    • Addition site visitAbel R., Oakhaven9am to 11amA
    • Kitchen design visitLin H., Linden Cross5pm to 7pmK
    • Bath design visitTara J., Fenmoor10am to 12pmB
    • Kitchen design visitGus P., Fenmoor4pm to 6pmK
    • Basement site visitIvo S., Oakhaven9am to 11amA
    • Bath design visitOmar K., Linden Cross1pm to 3pmBCancelled
    • Kitchen design visitPaula V., Hartwell Heights4pm to 6pmK
    • Kitchen design visitElena S., Oakhaven6pm to 8pmK
    • Addition site visitRay M., Hartwell Heights9am to 11amA
    • Kitchen design visitJune F., Fenmoor5pm to 7pmK
    Mon 1
    Tue 2
    Wed 3
    Thu 4
    Fri 5

    Thu 4

    1. Basement site visitIvo S., Oakhaven
    2. Bath design visitOmar K., Linden CrossCancelled
    3. Kitchen design visitPaula V., Hartwell Heights
    4. Kitchen design visitElena S., Oakhaven
  2. Empty week
    February 2027
    • Kitchens
    • Baths
    • Additions and basements
    Visit requests
    21
    Design visits
    6
    Reached a visit
    29%
    Cancelled
    2
    Reminders sent
    0
    1. Mon 1
    2. Tue 2
    3. Wed 3
    4. Thu 4
    5. Fri 5
    1. 5 requests3 waiting
    2. 4 requests3 waiting
    3. 5 requests2 waiting
    4. 4 requests3 waiting
    5. 3 requests2 waiting
    • Kitchen design visitNora T., Fenmoor10am to 12pmK
    • Addition site visitAbel R., Oakhaven9am to 11amA
    • Bath design visitDee W., Hartwell Heights2pm to 4pmBCancelled
    • Kitchen design visitLin H., Linden Cross10am to 12pmK
    • Kitchen design visitGus P., Fenmoor1pm to 3pmKCancelled
    • Basement site visitIvo S., Oakhaven9am to 11amA
    Mon 1
    Tue 2
    Wed 3
    Thu 4
    Fri 5

    Thu 4

    1. Kitchen design visitGus P., FenmoorCancelled
  3. Text
    Elena S.Quenby Design-Build
    1. Monday 9:48pm, from the kitchen page

    2. Quenby Design-Build here. Thanks for your kitchen request. Ruth does every design visit. Reply STOP to opt out.

    3. Great. We both work, so evenings are better.

    4. Pick an evening here: quenbydesignbuild.example/kitchens/plan/visit

    • Designer by project: Ruth
    • Budget and timeline before the visit
  4. Reminded
    RemindersWednesday, for Thursday
    Elena S.

    Quenby Design-Build: Ruth comes for your kitchen design visit tomorrow at 6pm. Reply STOP to opt out.

    Thu 4

    1. Ivo S., OakhavenSent
    2. Omar K., Linden CrossSent
    3. Paula V., Hartwell HeightsSent
    4. Elena S., OakhavenSent
  5. Report
    Visit requests reaching a visit

    29%Week 1

    57%Week 8

    Booking on
    Design visits
    6 12
    Cancelled
    2 1
    Reminders sent
    0 12

What you get

  • Online booking for design consultations and site visits, asking both decision makers to attend
  • Every inquiry, consultation and proposal in one place, by stage
  • Follow-up set for every open proposal, spaced over the months a decision takes
  • Reminders before each visit, with the room and the photos attached
  • On The partnership, new leads go into JobTread through its API or Zapier; Houzz Pro takes leads in through Zapier on plans that include it

The cycle

Booking and the CRM close Prospect for a remodeler: an inquiry becomes a consultation, a proposal and a follow-up plan in one place.

  1. Lead

    Everything that gets you a lead.

    More people find you and reach out.

  2. Prospect

    Turn interest into a sale.

    More of them say yes, and you never chase.

  3. Client

    Keep the job moving.

    Jobs run on time, with less of you managing them.

  4. Kept or closed

    What happens after the job.

    Finished work brings in the next job.

  5. Growth

    Feed it back into the machine.

    Every finished job helps bring the next lead.

Then it starts again.

CRM: Customers, conversations, bookings, jobs and employee tasks in one place, across all five.

Booking for contractors

What we build

The website

A site with real project galleries, kitchens and baths, and how your process runs.

SEO

Kitchen, bath and addition pages for each town, with your own projects on them.

AEO

Answers on remodel costs and timelines that AI tools quote, with your name.

Lead generation

A design guide and a budget planner that bring in homeowners who are serious.

Social posts

Before and after photos of your projects, posted as each one wraps.

AI agents

An AI agent asks scope, budget and timing, so the first visit is a real one.

Missed calls

A missed call from a job site gets a text back and a consultation time.

Booking

Design consultations book into your calendar, with the budget and photos attached.

The dashboard

Every inquiry, consultation and bid on one dashboard, with the budget noted.

Reviews and referrals

At the final walkthrough a text asks for a review and a referral.

Email campaigns

Past clients and old bids hear about new projects and open dates.

PostHog analytics

PostHog shows which project pages bring people to ask for a consultation.

Session replay

Session replay shows the homeowner who scrolled the whole gallery and never asked.

Monthly numbers

Each month you see inquiries, consultations and bids signed, with the budget.

Every bid reaches one dashboard, and QuickBooks stays.

What we build

The plan

Less Work

Consultations and follow-ups are tracked without a spreadsheet.

Less Time

Scheduling a site visit stops taking a week of messages.

More Sales

More open proposals get the follow-up that can close them.

Free website

Plans from $1,500 a month.

Get a free website

On your site

  • Free website for your remodeling company, run by us, with the domain kept in your name
  • Projects by room and town, each with the scope and your own photos
  • Your process from first consultation to punch list, step by step
  • A consultation request that asks the room, budget range and timing
  • Financing explained if you offer it, with the lender named
  • License, insurance and lead-safe status for older homes, where it applies

You always keep your name, logo, photos, copy and domain. We keep the code and the system behind the site.

Automated

$1,500 a month

No lead lost.

Starts hereThe responder pushes each conversation toward a booked estimate

Every lead answered and booked, and we keep it running.

Get started, Automated

Your website

  • Hosted and kept up by us. Your domain stays in your name
  • Unlimited pages and changes. Send it and it goes live

Answer and book

  • An AI reply in minutes, day or night, aiming for under 5
  • It asks what you would ask, then books the estimate, showing or measure
  • Anything it can’t handle goes straight to you
  • Follow-ups that stop when they book or go cold

Get found

  • Text posts on the platforms you pick, no limits. Image and video are separate

Measure

  • A monthly report: every request, what it became, the money attached

Managed

$4,000 a month

Every stage handled.

IncludedThe responder books, and every booking lands on your dashboard

Everything in Automated, and we run every stage for you.

Get started, Managed

Every stage

  • Every stage built and run by us, from lead to growth

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Measure

  • A dashboard for every lead, job and customer
  • A private site with a stat assistant that keeps watch on your customers

No AI brain or agents of your own.

The partnership

$7,500 a month

We run the whole cycle.

IncludedCustom booking helpers, handing off to a person where needed

Everything in Automated, plus us working it and building on it.

Get started, The partnership

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Your AI brain

  • One AI brain on your phone: leads, jobs and customers in one place. Ask it anything
  • Connected to your forms, email, calendar and records, so it does the work
  • Hosting and tech run by us: domain, updates, monitoring. Accounts stay yours
  • Skills for your trade: lead questions, follow-up, booking, review requests

Run the work

  • Custom AI helpers for replies and booking, with a person where needed
  • Internal tools built for how you really run
  • Two builds in progress at any time, in the order you pick

Measure

  • One shared live board: every lead and job, where it came from, what it’s worth

Ad budgets and paid software stay on your accounts. Designed image and video posts start once you’re comfortable with AI drafts.

Read first

Your questions

What is the best CRM for remodelers?

The one your team keeps up to date. Houzz Pro, JobTread and Buildertrend each cover the job side. What we run sits in front of them: inquiries, consultations and follow-up, with leads passed on where the tool allows.

Do remodelers need a CRM?

Once you have more open proposals than you can remember, yes. Kitchen and bath decisions take months, and follow-up only happens when something tracks it.

Free website

Sample calendar

Thursday

  • Design visit, kitchen
Get a free website