Contractors Cloud — CRM

What is Contractors Cloud?

Contractors Cloud is an AI-first CRM built specifically for roofing and specialty trade contractors. It centralizes sales, project management, production, communication, and financials in one platform. The software includes an optional AI assistant layer via MCP server, allowing you to connect tools like Claude, ChatGPT, or Cursor to work directly inside your workflows.

What problems does it solve?

Contractors Cloud replaces fragmented tools like spreadsheets, separate scheduling apps, and disjointed communication with a unified system. It streamlines lead management, estimating, proposals, project workflows, material ordering, and crew scheduling—so you can manage your business without juggling multiple platforms.

Who is it for?

It's designed for roofing contractors, exterior remodelers, solar installers, fencing companies, paving companies, and specialty trades. It's especially useful for businesses that need a custom CRM with deep integrations like QuickBooks and automated workflows. It may be overkill for small handyman services or non-trade service businesses.

Real use cases

A roofing company can manage leads from first contact to signed contract using e-signatures, then track project milestones and customer communications. An exterior company can automate custom workflows for ordering materials and scheduling crews. A solar installer can use the vendor portal to coordinate with suppliers and integrate QuickBooks for financial accuracy.

• AI Assistant Integration — Connect your preferred AI (Claude, ChatGPT, Cursor) via MCP server for live data access and task automation.
• CRM & Contacts — Manage prospects, customers, suppliers, and installers with a customer portal.
• Sales Pipeline — Streamline lead management, appointment scheduling, estimating, proposals, and e-signatures.
• Project Management — Customizable workflows, milestone tracking, and alerts to deliver projects on time.
• Production Tools — Material ordering, price tracking, inventory control, and crew scheduling.
• Communication Suite — Automated alerts, email templates, and Jet Stream messaging to keep everyone connected.
• Financial Management — Track financials and integrate with QuickBooks (as a power feature).

Contractors Cloud pricing: from $65/user/mo.

Apex — $65/user/month

Includes 100+ standard features and choose 3 power features (Automated Custom Workflows, Estimating + Proposals, Production Scheduling + Ordering, QuickBooks Integration, Custom Commissions, Customer Portal, Vendor Portal). Initial activation fee $950. No contracts.

Summit — $75/user/month

Includes 100+ standard features and up to 5 power features. Same initial activation fee ($950). No contracts, no hidden fees.

Peak — $85/user/month

Includes 100+ standard features and all power features. Initial activation $950. Perfect for teams needing full functionality.

Billing note: You only pay for users who sign in each month, with a $189 monthly minimum. Volume discounts available: 10% off for 6-15 users, 20% off for 16-50 users, 30% off for 51+ users. Demo available; no free trial mentioned, but you can book a demo to get started.

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