CRM & sales pipeline
Every lead, bid and follow-up in one place
Track work from first call to signed contract, then turn the win into a live job without typing it twice.
Most contractors run their pipeline in a spreadsheet, a notebook and a phone. It works until two people need the same answer at once, or until a bid goes quiet and nobody can say when it was last touched.
WorkHoist keeps leads, the people attached to them, the estimate and the eventual job in one system. When a bid is won, the job already knows who the client is and what was quoted.
A board that matches how you actually bid
Leads sit on a kanban board by stage, and you drag them along as the work moves. Stages are yours to set — a design-build firm and a service contractor do not have the same steps, so the stages are per company rather than fixed by us.
Each card carries the deal value, the contact and how long it has been sitting where it is. The last number is the useful one: it is how a bid going cold becomes visible before the client has stopped answering.
The estimate lives with the lead
Estimates are built in the same system, in sections and line items, and can be duplicated for the next job that looks like the last one. Reusable templates cover the work you quote often.
An estimate has a state — draft, sent, accepted, rejected — so "what did we send them and when" is a question the system answers rather than one you search your sent folder for.
Won work becomes a job, not a retype
Moving a lead into a winning stage stamps the win and carries it into a project. The project keeps the link back to the lead it came from, so the quoted number and the job budget start from the same place.
A loss is recorded too, with a reason. Over a quarter that is the difference between "we lose a lot on price" as a feeling and as a number.
The people, not just the company
Accounts hold the company; contacts hold the people, and the same person can be attached to the account and to the specific jobs they are involved in. Notes sit against the contact, and emails from the project inbox are linked to them.
Documents attach to the lead, so the drawings and the scope you bid against are where the bid is rather than in a folder somebody has to find.
What this does not do
It is a contractor’s pipeline, not a marketing system. There is no lead scoring, no email sequences or drip campaigns to prospects, and no web-form capture — a lead gets into WorkHoist because somebody puts it there.
There is no territory or quota management, and no duplicate detection: if the same builder is entered twice, the system will not notice.
Common questions
Can I set my own pipeline stages?
Yes. Pipelines and their stages are per company, so you can match the way you actually bid rather than a fixed set of steps.
Does a won bid create the project automatically?
Moving a lead into a winning stage records the win and carries it into a project, keeping the link between the two. The quoted figure and the job budget start from the same place rather than being typed twice.
Can I email a client from inside WorkHoist?
Yes. Connect Gmail or Outlook and emails are linked to the contact and the job they belong to. There is no separate marketing-email tool.
Which plan includes the CRM?
Every plan. Plans differ by how many paid seats you need and the onboarding you get, not by which features are switched on.
See it on your own jobs
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