Built for specialty trade contractors

Stop juggling spreadsheets. Start running jobs.

The contractor CRM built for fence shops, ironworkers, and specialty trades — contacts, jobs, documents, and e-signatures in one place you'll actually use.

No credit card required. 14-day free trial.

Customer Management Pro preview

Everything you need to run the shop

Purpose-built for the way trade contractors actually work. No generic CRM bloat, no workflows that don't fit your jobs.

Jobs & Pipeline

Drag-and-drop pipeline with custom stages. See every active job, quoted value, and what's stuck — at a glance.

Contacts & Companies

Every customer in one place: notes, linked jobs, documents, photos, and a full activity history.

Documents & E-Sign

Upload any PDF, drop signature fields anywhere, and send for signature. Signed copies attach automatically.

Inbox & Forms

Customer emails and web form submissions land in a threaded inbox — not lost in your personal Gmail.

From lead to signed contract in three steps

CMP is built around the real workflow of a trade shop — not made-up stages you'll have to retrofit.

01

Capture

Leads flow in from web forms, email, or manual entry. Every contact, company, and job is linked from day one.

02

Manage

Move jobs through your pipeline. Attach documents, photos, and notes. Track activity automatically as things happen.

03

Close

Send the contract, collect the e-signature, and close the job. Payment requests and accounting sync are coming next.

Built by a fence shop owner, for trade contractors

CMP is run on CMP. Every feature exists because a working contractor needed it.

100%
Browser-based. No install.
1
Place for contacts, jobs, and docs
PDFs you can send for signature

Simple, transparent pricing

Start free. Upgrade when you're ready. No contracts, cancel anytime.

Free

For solo operators getting started

$0
Start free
  • 1 user
  • Up to 100 contacts
  • Basic pipeline
  • Document uploads
Most popular

Pro

For small teams closing jobs

$49/user/mo
Start 14-day trial
  • Unlimited contacts & jobs
  • E-signatures on any PDF
  • Inbox & form submissions
  • Custom pipeline stages
  • API access

Business

For growing shops that need more

$99/user/mo
Contact sales
  • Everything in Pro
  • Priority support
  • Dedicated onboarding
  • Advanced permissions
  • Audit log retention

Stop running your shop on sticky notes.

Try Customer Management Pro free for 14 days. No credit card required.