⚙️ Core Deliverables
CRM Setup & Customization
Complete setup of your contractor CRM inside Odoo, customized for lead types, job values, and sales cycles. Every contractor gets real-time visibility into their pipeline using Odoo CRM Features.
Lead Intake Management
Phone, web form, and GMB inquiries logged in real-time.
Follow-Up Automation
SupportCrewe’s automated follow-up templates save hours of manual work each week. Compared to generic systems like HubSpot Construction CRM Comparison
Pipeline Tracking
Visual workflow to track New → Follow-Up → Quoted → Won → Closed.
Reporting Dashboard
Weekly summary of open opportunities, quotes, and conversions.
Client Communication Logs
Every email, call, and text recorded for accountability and consistency.
💡 Why Contractors Choose SupportCrewe Lead Management
1️⃣ Every Lead Logged — Automatically.
Stop losing jobs to disorganization. We capture and log inbound leads (calls, chats, web forms, and lead platforms) so every opportunity is tracked in one place.
2️⃣ Consistent Follow-Ups That Convert.
We manage follow-ups with reminders, texts, and emails to keep prospects moving—then guide them to the next step: scheduling and estimate readiness.
3️⃣ Estimates + Sales Support Included.
Lead Management is sales-driven. We support quote preparation and sales coordination so your pipeline doesn’t stall when it’s time to deliver an estimate and close.
4️⃣ Real-Time Visibility in Odoo CRM.
You get a clean pipeline with clear stages, tags, and reporting—so you always know what’s new, what’s pending, and what needs attention.
Lead Management vs. Project Management
Both plans are designed to increase revenue and reduce chaos—just at different stages of the job cycle. Lead Management helps you convert new opportunities into sold work, while Project Management keeps active jobs organized, compliant, and review-ready. Both are priced at 5% per sale, and unlike Sales Support, there’s no estimate fee on either plan.
Lead Management (5% per sale)
Focus: Pre-sale conversion (new leads → booked → sold)
Includes: Lead intake + qualification, follow-ups, scheduling, CRM pipeline tracking
Sales Support Included: Estimates / quote prep included (no estimate fee)
Reception + Sales Coverage: 24/7 receptionist + Live Sales Support (9am–7pm)
Best for: Clients who need faster responses, tighter pipeline control, and better close rates
Project Management (5% per sale)
Focus: Post-sale delivery (sold jobs → completed → reviewed)
Includes: Scheduling, customer updates, vendor/crew coordination, change orders, closeouts
Job Admin Included: COIs, permits, job documents, and job file organization
Reputation Included: Review/reputation requests to build customer feedback
Best for: Clients who need smoother job execution and a cleaner customer experience
What’s Not Included in Lead Management
Lead Management covers sales + estimating + pipeline control. It does not include back-office admin or ongoing marketing—both are available as add-ons.
Admin Support (Add-On Available)
Licensing/registration support, renewal tracking, document organization, SOPs/templates, workflow automation, and monthly admin audits.
➜ Add the Admin Support Plan (or choose EO/CC where Lead Management is included).
Marketing Support (Add-On Available)
SEO, content, listings/citations, review campaigns, ads, and ongoing website optimization.
➜ Add Marketing Support (or choose EO/CC where Lead Management is included).
📋 Start With Our Survey
Complete the Admin Support survey so we can review your workflow and set up the right support—without you hiring extra staff.