New project inquiry
Capture room or project type, property location, ownership, goals, target timing, and a customer-provided budget range.
Remodeling CRM
CRM for Remodeling Contractors
Revenue Sol helps remodeling contractors organize long sales cycles from the first project inquiry through consultation, estimate follow-up, scheduled work, milestone communication, invoices, payment, and review requests. It keeps homeowner, property, project, and conversation context together so office and field teams can continue from the same record.
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Supported connections
QuickBooks OnlineStripeTwilioRingCentralRetell AIGoogleMetaSendGridWebsite Widget
Availability and setup requirements vary by plan and provider account.
Calls and inquiries
What remodeling contractors and design-build teams need to capture
Start with the customer's actual request, preserve context, and route decisions that require staff expertise.
Consultation scheduling
Offer configured consultation windows and collect decision-maker and site-access details before the visit.
Estimate or project update
Match the caller to an open opportunity and route scope, change-order, schedule, and payment questions to the responsible person.
Intake
Information to collect before the handoff
- Property address and ownership
- Project type and rooms involved
- Desired outcome and known scope
- Target start date
- Customer-provided budget range
- Decision makers and consultation availability
Relevant features
The Revenue Sol tools used in this workflow
- Project opportunity pipeline
- Consultation scheduling
- Estimate and approval history
- Automated follow-up
- Invoice and payment status
- Team-wide customer context
Example workflow
From first remodeling inquiry to a closed customer record
1
Qualify the project
Record scope, location, timing, and budget context without promising feasibility or final cost.
2
Book the consultation
Schedule an eligible discovery or site visit and send confirmation and preparation details.
3
Follow up on the estimate
Trigger approved reminders, stop on a response, and keep revisions with the opportunity.
4
Manage completion
Keep milestone messages, invoices, payments, and the final review request linked to the customer.
Human handoff
Cases automation should not decide
- Design, engineering, permit, code, or structural advice
- Final scope, timeline, or pricing commitments
- Change orders and contract disputes
- Requests outside the configured service area or project size
Setup requirements
What your team must configure
- Project types and minimum fit rules
- Service area
- Consultation calendars
- Intake questionnaire
- Estimate follow-up cadence
- Project-owner and escalation assignments
Verified pricing
Core CRM starts at $99/month
The AI Employee and AI receptionist begin on Professional at $199/month. Growth is $399/month. Annual billing and current limits are listed on the pricing page. Facts last verified September 4, 2026.
FAQ
Frequently asked questions
It focuses on customer communication, CRM, booking, follow-up, estimates, invoices, payments, and reviews. Confirm any specialized construction scheduling or cost-accounting requirement during the demo.
It can collect your approved project-fit questions and route the result. A contractor still decides feasibility, scope, and price.
Configured event-driven follow-up can stop on a reply or status change so customers do not receive an outdated sequence.
Starter is $99 monthly, Professional is $199 monthly, and Growth is $399 monthly. Annual options and current limits are shown on the pricing page.
Keep exploring
Map Revenue Sol to your remodeling workflow
Use the live demo to review intake, routing, booking, follow-up, billing, and human handoff before choosing a plan.