crm

CRM & Lead Management for Home Builders

Track every prospect from first call to signed contract. Nothing falls through.

Ressio's built-in CRM keeps your leads, pipeline, and follow-ups organized in the same system where your projects live. When a prospect becomes a client, there's no handoff — everything's already there.

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Pipeline — Baumann Builders

Board

Open pipeline

$1.06M
Won this month $154k

A CRM built around how builders sell

Not a generic sales tool adapted for construction. A purpose-built pipeline that tracks prospects the way custom builders actually work — from first inquiry through estimate, proposal, and won contract.

Your pipeline — board or table, your choice

See every active prospect at a glance. A configurable pipeline board shows where each lead stands — Prospect, Estimate Sent, Proposal Out, Won. Switch to table view to sort and filter by budget, project type, or stage. No more spreadsheet you meant to update last week.

Activity log — every touchpoint recorded

Log calls, emails, and meetings against each prospect automatically. Your activity log shows the full history of every lead — when you first spoke, what you discussed, what's pending. Follow-up reminders so nothing gets forgotten when you're running a job.

Lead details

Qualified
JN
Nolan Addition
Jordan Nolan · Springfield, TN

Budget range
$250k – $320k

Timeline
Break ground Sept 2026

Project type
Whole-home addition

Source
Referral — past client

Capture the details that matter — budget, timeline, project type

Every lead comes in with different information. Ressio captures the fields that matter for custom builders: project address, target start date, budget range, and project type — alongside the standard contact info. No more missing details when it's time to estimate.

Convert a prospect to a project in one click

When a prospect signs, mark them won and convert to a project instantly. All the lead information — contact details, project specs, budget notes — carries over. No re-entering anything. The project is ready to run the moment the contract is signed.

Customer story

How Sloane got 10+ hours a week back after leaving Procore

Jeremy Sloane
Founder · Sloane Construction

3–5
Active projects

10+ hrs
Time saved weekly

10 / 10
Would recommend

Read the story

From first inquiry to active project in three steps

01 Capture the lead

A prospect comes in — from your website form, a referral, or a direct call. Log them in the CRM with project details, budget range, and source. They're in the pipeline from the first conversation.

02 Track and follow up

Move them through your pipeline stages. Log every call and meeting. Set follow-up reminders. Send your estimate and proposal directly from Ressio. The activity log keeps the full history.

03 Win and convert

Mark the lead won. Convert to an active project in one click. Everything from the sales process — contact info, project details, estimate — is already in the project. Start building.

CRM connected to the rest of your business

Ressio's CRM lives inside the same platform as your estimates, scheduling, and financials — so a lead that becomes a project never needs to be re-entered anywhere.

Frequently asked questions

Does Ressio have a built-in CRM for home builders?
Yes. Ressio includes a purpose-built CRM for custom builders and remodelers. Track prospects through configurable pipeline stages, log activity, set follow-up reminders, and convert won leads to active projects in one click — all within the same system you use to run jobs.

Can I customize the pipeline stages in Ressio's CRM?
Yes. Pipeline stages in Ressio are configurable to match your sales process. Set up stages that reflect how you actually sell — from first inquiry through estimate, proposal, and signed contract.

How does Ressio capture leads from my website?
Ressio includes an embeddable website lead capture form. When a prospect fills out your form, their information lands directly in your Ressio CRM — no manual import, no Zapier, no copy-paste. The form captures contact details, project address, budget range, target start date, and project type.

Can I track lead source in Ressio?
Yes. Each prospect record includes a lead source field so you can track where your best leads come from — website, referral, trade show, social, or any custom source you define.

How does Ressio handle the handoff from sales to project management?
When a prospect is marked won, you convert them to an active project in one click. All information from the lead record — contact details, project notes, budget, and estimate — carries into the project automatically. There's no re-entry and no separate handoff process.

Can I log calls and follow-ups in Ressio's CRM?
Yes. The activity log on each prospect record lets you log calls, emails, notes, and meetings. You can also set follow-up reminders that surface when action is due — so no lead goes cold because you got busy running a job.

Does Ressio's CRM work alongside estimating?
Yes. You can create an estimate directly from a prospect record in Ressio. When the lead converts to a project, that estimate becomes the project estimate — no re-entering line items or rebuilding the cost structure.

Can multiple team members access the CRM in Ressio?
Yes. Ressio's CRM is accessible to all team members with appropriate permissions. Admins see all prospects; team members see the prospects and projects they're assigned to. Activity logs are shared so the whole team stays aligned on where each lead stands.