CRM for
Contractors
Bids, jobs, quotes and invoices in one place — so you can run the crew instead of the paperwork.
Live in minutes · No per-seat charges · Cancel anytime
Why contractors
need a CRM
Contracting work doesn't die from bad craftsmanship — it dies from lost bids, forgotten follow-ups and invoices that go out late. When your job list lives in a notebook and your quotes live in a Word template, every busy week costs you the next one.
Origin CRM puts every prospect, bid and active job on one board, generates branded quotes and invoices as PDFs, and chases the follow-ups for you. It's the same system we build for our custom software clients, ready to go on your own subdomain.
The three leaks Origin CRM plugs first
Bids fall through the cracks
You quoted the job two weeks ago and never heard back — and never asked. A reply-aware follow-up asks for you, and stands down if the client answers first.
Quoting eats your evenings
Build quotes on your own branded template and send them as PDFs in minutes, from the same record where the client's history already lives.
Invoices go out late
Send an invoice the day the job closes, and see unpaid vs. overdue at a glance instead of reconstructing it from your bank statement.
Built for the way
contractors work
A pipeline shaped like your jobs
Estimate requested, quoted, scheduled, in progress, done — drag jobs between stages and see the whole season at a glance.
Quotes that become invoices
Branded quote templates, PDF delivery, and invoicing from the same system — no re-typing line items into a second app.
Follow-ups that send themselves
Schedule the "just checking in on that estimate" email at quoting time. It sends on schedule — and cancels itself if they reply.
One agenda for the office
Site visits, permit deadlines and callback reminders on one calendar; anything overdue rolls forward into today instead of disappearing.
Plus everything else in Origin CRM — contacts and companies with full history, a command palette, real-time team sync, daily backups and your own private subdomain. See the full feature comparison →
Origin CRM vs.
the usual suspects
Most CRMs are built for software sales teams, then sold to contractors anyway. You end up paying per seat for lead-scoring dashboards while the thing you actually need — quotes and invoices attached to real jobs — is an add-on.
vs. HubSpot
HubSpot's free CRM tier is real, but the tools a contracting business actually leans on day to day — automated follow-up sequences, quoting, sales automation — sit in the paid Sales Hub, priced per seat, so the bill grows every time your team does. Origin CRM includes follow-ups, quotes and invoicing in one flat monthly price.
vs. Salesforce
Salesforce is built for enterprise sales organizations: per-user licensing and enough configuration that many companies hire a consultant just to get started. A contracting business rarely needs any of that. Origin CRM is self-serve — sign up and your workspace is live the same day.
vs. Pipedrive
Pipedrive does pipelines well, but it's priced per seat and leans on add-ons and third-party integrations for invoicing and email automation. Origin CRM ships a visual pipeline, branded invoicing and reply-aware follow-ups built in, for one flat price.
Competitor packaging and pricing models are summarized from their public materials and may change; check each vendor for current details. HubSpot, Salesforce and Pipedrive are trademarks of their respective owners.
One flat price: $99/mo
Whole team included, every feature included, cancel anytime. Prefer bank transfer? Prepay 3, 6 or 12 months at a discount.
Contractors ask us
Can Origin CRM handle both the bid stage and the job stage?
+
Yes. The pipeline stages are yours to define, so a record can move from estimate request through quoting, scheduling and completion, keeping every note, email and invoice attached to the same client along the way.
Can I send quotes and invoices with my own branding?
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Yes. Quotes and invoices are built on your own templates with your logo and details, and are delivered as PDF attachments. Recurring invoices are supported for maintenance or retainer arrangements.
My crew isn't technical. How hard is this to run?
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If you can use email, you can run Origin CRM. Signup is self-serve, there's nothing to install, and the office staff can create contacts, jobs and tasks from one keyboard shortcut.