CRM for contractors

Keep every job, client, and follow-up moving.

Flow gives contractors one place for leads, client details, estimates, scheduled work, invoices, payment follow-up, and team handoffs.

Flow CRM workspace preview

Turn new leads into booked work

Keep enquiries, calls, site visits, estimates, and next steps attached to the right client so opportunities do not go cold.

✓Lead pipeline
✓Follow-up reminders
✓Shared client history

Coordinate jobs without lost context

Use tasks, meetings, notes, owners, and workflow automation to give every job a clear next action and responsible teammate.

Invoice from the same client record

Create and track invoices beside the client history, work details, products, payment status, and outstanding balance.

Give the office and field one view

Replace scattered texts, spreadsheets, and personal notes with connected records the entire team can search and update.