🤝 Feature

Stop letting leads fall through.

Most contractors lose 30-40% of their potential jobs simply because they forgot to follow up. BuildIQ's CRM tracks every lead from first call to signed contract — with AI that writes your follow-ups for you.

Start Free for 14 Days See the pipeline →
app.buildiq.io/crm
Business
📋 Bids
🧾 Invoices
📄 Contracts
👥 Clients
Growth
🤝 CRM
📣 Marketing
CRM Pipeline
8 leads · $284,500 open pipeline
8
Total Leads
3
Hot / Active
$284k
Open Pipeline
$172k
Won Value
New Lead3
Mike R.
Residential
$24,000
Referral
Sunset Cabins
Commercial
$88,000
Google
Contacted2
Patricia W.
Residential
$42,500
Website
Proposal1
Blue Ridge Props
Commercial
$130,000
Referral
Won2
Johnson Kitchen
Residential
$31,100
Repeat
Lost1
1 lost lead
Lead detail

Everything about a lead in one place

Every lead gets its own page — contact info, pipeline stage, full activity timeline, and AI-generated follow-ups. You always know exactly where each relationship stands.

  • 📊
    Visual pipeline stages
    Move leads through New → Contacted → Proposal → Won with a single click. See your whole pipeline at a glance.
  • 📋
    Activity timeline
    Log every call, meeting, email, and site visit. See the full history of every lead relationship.
  • 🚀
    One-click convert to bid
    When a lead says yes, convert them directly to a bid — client record auto-created, lead marked won.
  • 💰
    Pipeline value tracking
    See total open pipeline value and won value in real time on your dashboard.
Patricia Williams
Residential · Gatlinburg, TN
💰 $42,500
✓ New
Contacted
Proposal
Won
Lost
Phone
📞 (865) 555-0182
Email
✉️ pat@gmail.com
Source
Website
Added
Jun 19, 2026
✨ AI Follow-Up Generator
Follow-Up Email
SMS
Proposal Intro
Voicemail Script
Subject: Following up — your master bath project

Hi Patricia, just wanted to follow up on our conversation about the master bath renovation at your Gatlinburg property. I'd love to put together a detailed proposal for you — based on what you described, we're looking at approximately $42,500 for the full scope. When's a good time to walk the space?

— Bruce Building Co. · (865) 555-0100
Activity Timeline
✨
AI Follow-Up Email Generated AI
Jun 21 · 2:14pm
📞
Phone Call — 18 min
Jun 20 · 10:30am
Discussed master bath scope. She wants full tile, new fixtures, and walk-in shower conversion.
📝
Lead Created
Jun 19
AI-powered outreach

4 types of follow-up. All written by Claude.

Pick the lead, pick the format, click Generate. Claude writes outreach that references the actual project, the lead's name, and your company — not a generic template.

✉️
Follow-Up Email
Subject line + full email body referencing the lead's project, estimated value, and your company. Ready to copy and send.
💬
SMS Message
Under 160 characters. Friendly, professional, and action-oriented. Perfect for the quick "still interested?" check-in.
📄
Proposal Intro
Opening paragraph for your bid or proposal that sets the tone, shows you understand the project, and positions you to win.
📱
Voicemail Script
30-45 second script for when you get voicemail. Warm, professional, and ends with a clear call-back ask.
Simple by design

Add a lead in 60 seconds

1

Add the lead

Name, phone, email, project type, estimated value, and source. Add notes about the job — the AI uses them to write personalized follow-ups.

2

Move through stages

Track every lead through your pipeline. One click moves them from New to Contacted to Proposal Sent.

3

Generate follow-ups with AI

Click any follow-up type and Claude writes a personalized message in seconds. Copy it and send.

4

Convert wins to bids

When they say yes, click Convert to Bid. The lead is marked Won, a client record is created, and you're sent straight to the new bid.

Never lose a lead to forgetfulness again.

14-day free trial. No credit card required.

Start Free for 14 Days See all features