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Win the Work · CRM

Never let a good lead go cold.

Every call, request, and follow-up lives in one pipeline. You see who is waiting, who needs a nudge, and which job is ready to close.

Win the Work

Built for how the work actually flows.

Price it right, send it fast, and get the signature while the customer is still deciding.

One pipeline for every lead

Requests from your profile, your site, and referrals land in the same list, sorted by how fresh they are.

Follow-ups that send themselves

Set a nudge once. BuildX reminds the customer while you are on the tools, so no bid dies in your inbox.

Job history at a glance

Open any customer and see past bids, jobs, and payments. Walk in knowing the whole story.

You stay the closer

BuildX lines up the conversation. You make the call, read the room, and win the job your way.

How it connects

A customer request from your Contractor ID profile drops straight into the pipeline, carries the trade and town with it, and follows the job all the way to invoice.

“Friday used to be callback day. Now the pipeline tells me who needs what before coffee.”

Remodeling shop, 6 crew

Do I have to move my contacts over by hand?

No. Import a spreadsheet or add customers as they call. The pipeline fills itself from new profile requests.

Does this replace how I sell?

It backs up how you sell. You still read the job and shake the hand. BuildX just makes sure nobody slips through.

Put it to work on your next job.

Start with your Contractor ID, or open the Studio takeoff workspace and review your first set of quantities today.