Leads to Win™ CRM

A simple, organized sales system built for contractors who want faster follow-up, cleaner communication, and more booked jobs. Leads to Win™ CRM gives you a clean, practical sales and communication system that keeps your business moving.

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What A CRM Actually Does

A CRM keeps all your lead information in one place — calls, texts, emails, quotes, job stages, notes, and reminders. It’s not complicated. It’s the organized version of what most contractors try to run from a personal phone.

If you’ve ever said:

  • “I forgot to follow up.”
  • “I know they called… somewhere.”
  • “My phone is a mess.”
  • “Where is this customer in the process?”

…then a CRM is exactly what you’ve been missing.

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Why Contractors End Up Losing Easy Jobs

Most Contractors Don’t Lose Jobs Because of Skill. They Lose Jobs Because of Disorganization.

The biggest leak in most contracting businesses happens before the job even starts:
  • Missed Calls
  • Buried Texts
  • Inconsistent Follow-up
  • No Structured Pipeline
  • Everything Living In The Owners Phone
  • Forgetting To Send Estimates
  • Forgetting To Check Back In

Leads to Win™ CRM fixes this in one clean system.

What Leads To Win™ CRM Helps You Do

The Sales System Your Business Has Needed for Years

Leads to Win™ CRM helps you:
  • respond instantly (even when you're on a roof or jobsite)
  • keep every lead organized
  • track estimates cleanly
  • separate business communication from your personal phone
  • automate follow-up
  • stay consistent
  • generate more reviews
  • understand which leads actually turn into jobs

It’s the front-end sales engine most contractors should have had from day one.

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CRM LEVELS

Choose the CRM Level That Fits Your Stage of Business

TIER 1 — LEADS TO WIN™ CRM LITE

Perfect for foundation-stage contractors needing basic organization, a business line, and simple automations.

IDEAL FOR:

  • Foundation-stage contractors
  • Owner-operators
  • Businesses getting steady leads and ready for structure
  • Anyone tired of using a personal phone for business

$147/mo

REQUEST FREE CRM DEMO

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TIER 2 — LEADS TO PROJECT™ CRM CORE

For growing contractors who want predictable follow-up, cleaner communication, and better team coordination.

IDEAL FOR:

  • Growth-stage contractors
  • Teams handling 20–50+ monthly leads
  • Businesses investing in Google Ads, Meta Ads, or SEO
  • Anyone who needs structure, automation, and consistency

$247/mo

REQUEST FREE CRM DEMO

more info

TIER 3 — LEADS TO PROJECT™ CRM PRO

For established contractors who want deeper automation, team accountability, and a CRM that scales with them.

IDEAL FOR:

  • Contractors with sales reps or office staff
  • Market leaders handling high lead volume
  • Businesses scaling toward $1M–$10M+

$397/mo

REQUEST FREE CRM DEMO

more info

CRM PLAN COMPARISON GRID

Leads to Project™ CRM — Plan Comparison

Feature
CRM Lite: $147/mo
CRM Core: $247/mo
CRM Pro: $397/mo
Ideal For
Foundation-stage contractors Owner-operators Steady lead flow
Growth-stage teams 20–50+ monthly leads Contractors investing in ads/SEO
High-volume teams Multi-rep sales teams $1M–$10M+ scaling businesses
Business Phone Line
Dedicated Line
Full Line + Call Tracking
Team-Based Line System + Routing/IVR
Missed Call Text-Back
(Advanced Routing Support)
Unified Inbox
Advanced Team Inbox + Permissions
Pipelines
Simple Pipeline
Custom Pipelines
Multi-Rep Pipelines
Automations
Starter Automations
Multi-Step Follow-Up
Advanced Automations + Reactivation
Review Requests
Advanced
Forms & Surveys
Advanced
Landing Pages
Simple Landing Pages
Full Funnel Builder
Lead Source Tracking
Basic Reporting
Detailed Reporting
Revenue Tracking + Attribution
Team Permissions
Mobile App
(Full Access + Team Controls)
Included Support
Basic Support
Guided Support
Priority + Guided Support
Onboarding Fee
$249
$499
$1,500

Quick Summary of All CRM Plans

No matter your size, there’s a plan designed to support where you are—and where you’re headed.

  • CRM Lite gives you the essential tools to stay organized and follow up consistently.
  • CRM Core adds stronger automation, structure, and tracking to help you grow.
  • CRM Pro delivers full-scale automation, team accountability, and revenue insights for high-volume contractors.

Support Plan Comparison

Leads to Project™ CRM — Support Plan Comparison

Support Add-On
Workflow Customization: $149/mo
Advanced Priority Customization: $299/mo
Workflow Edits
Up to 2 per month
Unlimited (within reason)
Pipeline Changes
(complex allowed)
Routing Updates
Template, Forms, Funnels
(advanced builds)
Priority Ticketing
Integrations
Multi-Step / Multi-Service Automations
Department-Level Workflows

Quick Summary of Support Plan Options

Both plans ensure your CRM keeps improving as your business grows.

  • Workflow Customization - gives you monthly help with small but important updates—ideal for contractors who want consistent improvements without doing the technical work themselves.
  • Advanced Priority Customization - provides faster turnaround and deeper backend support for teams that need complex automations and ongoing system optimization.

AI Add-On Comparison

Leads to Project™ CRM — AI Add-on Comparison

AI Tool
Included?
Description
AI Voice Agent
Optional Add-on
Answers calls, books appointments, handles FAQs
AI Chat Agent
Optional Add-on
Instant replies on website or GBP
AI Follow-up Agent
Optional Add-on
Revives cold leads and books appointments
AI Engagement Suite
Optional Add-on
Voice + Chat + Follow-Up bundle

Quick Summary of Optional AI Add-Ons

These add-ons help automate more of your communication so you can focus on running your business.

  • AI Voice Agent - answers calls instantly, books appointments, and handles FAQs so you never miss an opportunity.
  • AI Chat Agent - responds instantly on your website or Google profile to convert more visitors into leads.
  • AI Follow-Up Agent - revives cold leads automatically and helps fill your schedule.
  • AI Engagement Suite - combines Voice, Chat, and Follow-Up for full, continuous lead coverage.

MICRO-SaaS TOOLS — COMING 2026

Contractor Micro-SaaS Tools — Coming Summer 2026

We are developing custom contractor-specific tools designed to handle the tasks no other CRM supports — from job photo management to quote calculators and financing prequal flows. These tools will integrate directly into Leads to Win™ CRM for Core and Pro users.

Available summer 2026. (No pricing available yet.)

A Cleaner, More Organized Way to Run YOUR BUSINESS

Contractors don’t lose work because of skill — they lose it because of slow follow-up, buried texts, and disorganized communication. Leads to Win™ CRM fixes that, simply and professionally.
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