# 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. [Book a demo](/content/book-a-demo/index.html) [See how it works ↓](/content/features/crm-lead-management#feature-deep-dive/index.html) ## Pipeline — Baumann Builders ### Board - **New lead** Lead2 Harper Residence $180k AH - **Delgado Deck** $42k MD - **+ Add** Estimate1 Whitfield Kitchen $96k TW - **+ Add** Proposal2 Nolan Addition $310k JN - **Baumann Reno** $277k ZB - **+ Add** Won1 Garcia ADU $154k RG - **+ Add** ### 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. - Configurable pipeline stages that match your sales process - Board view (kanban) or table view — switch between them - Filter by stage, status, lead source, and project type - Inline editing — update fields without opening a separate screen ## 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. - Log calls, emails, notes, and meetings per lead - Follow-up reminders tied to each prospect record - Full activity history — every touchpoint in order - See what's overdue and what needs attention today ## 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. - Custom prospect fields — address, budget, start date, project type - Lead source tracking — know where your best prospects come from - Attach files and notes to the prospect record - All contact and project info in one record ## 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. - Mark lead as won and convert to active project in one step - All prospect data carries into the project record - Estimate created during sales becomes the project estimate - No re-entry — the CRM and the project management system are the same system ## 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](/content/resources/customer-stories/sloane-construction/index.html) ## 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.