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Sales & CRM

A place to keep track of leads and customers, and close more jobs.

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Best CRM software for contractors in 2026

A CRM keeps your leads and customers in one place. It reminds you to follow up on every quote, so fewer jobs slip away. Some tools also send quotes for an online signature. To pick one, count your users and check the phone app and QuickBooks link. Then try the free plan or trial.

Our top picks

  • Pipedrive: best for owners who want to follow up on every quote. Plans start at $14 per seat a month.
  • SalesRabbit: best for door-to-door teams in roofing, solar and pest. Plans start at $49 per user a month.
  • PandaDoc: best for shops that send quotes and want fast yes answers. There is a free plan, and paid plans start at $19 per seat a month.
  • Capsule: best for small shops that want an easy customer list. There is a free plan, and paid plans start at $18 per user a month.
  • Nutshell: best for small teams that want to follow up on every lead. Plans start at $13 per user a month.

How to choose

  • Price per user: Most CRMs charge for each seat. Multiply the price by everyone who will log in.
  • How you sell: If your reps knock on doors, look at SalesRabbit. If you sell from the office, a pipeline tool like Pipedrive or Nutshell may fit.
  • QuickBooks: Capsule and PandaDoc list QuickBooks. Pipedrive and Nutshell do not name it on their pricing pages, so check their app lists.
  • Contract and trial: SalesRabbit has one- to three-year contracts and no trial of paid plans. The others here have 14-day trials.

Quick compare

Pipedrive: Per seat, from $14 billed yearly · 14-day free trial, no card · owners who want to follow up on every quote

SalesRabbit: Per user, from $49 billed yearly, with one- to three-year contracts · free Lite app for 1 user · door-to-door teams in roofing, solar and pest

PandaDoc: Per seat, from $19 billed yearly · free plan with 60 documents a year · shops that send quotes and want fast answers

Capsule: Per user, from $18 billed yearly · free plan for up to 2 users · small shops that want an easy customer list

Nutshell: Per user, from $13 a month · 14-day free trial, no card · small teams that want to follow up on every lead

Questions contractors ask

Is there a free CRM for contractors?

Yes. Capsule has a free plan for up to 2 users, 250 contacts and 1 sales pipeline. PandaDoc has a free plan for 60 signed documents a year.

Which CRM works with QuickBooks?

Capsule lists QuickBooks and Xero. PandaDoc lists QuickBooks Online and QuickBooks Payments. Pipedrive and Nutshell do not name QuickBooks on their pricing pages.

What works for door-to-door sales?

SalesRabbit gives reps a map of homes, routes and a log of every knock. RoofLink Pro, at $120 per user a month, adds roof measuring, estimates and weather data.

Want help picking? Book a free call and we will point you to the right fit.

Tools in this category

Tools

Tools are sorted with the best fit for contractors first.

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Heads up: some links in this directory are partner links. If you buy, we may earn a small fee. It never costs you extra.