Manage leads, schedule appointments, run your call center, track jobs through production, and grow your business — all in one place.
Track every prospect from first contact to closed deal. Store contact info, address, job type, notes, and full interaction history — all on a single, powerful lead card.
A fully built-in call center with calling queues, automatic lead rotation, dispositions, and callback scheduling. Your reps stay focused on selling — the system handles the rest.
From booking the appointment to tracking the result — manage your entire sales and production schedule with dedicated calendars for every team.
Detailed appointment management with result tracking
Sales calendar with team-wide visibility
Production calendar for managing installations and crew assignments
See every appointment across your sales team with drag-and-drop rescheduling.
Track installations, assign crews, and manage your production pipeline.
Configurable time slots with capacity limits — no more double-booking.
Send texts, emails, and set reminders — all from within the CRM. Automated messages triggered by status changes keep your leads engaged without manual effort.
Two-way texting powered by Twilio
Never miss a follow-up with built-in reminders
Send and receive texts right from the lead record with full conversation history.
Send emails with templates, track opens, and trigger automated follow-ups.
Set reminders for yourself or your team with custom types and due dates.
Trigger texts and emails automatically when lead statuses or events change.
From total sales and closing ratios to marketing ROI and sales rep performance — see everything in real-time dashboards and detailed reports.
Matrix view — drag-and-drop job pipeline from sold through completion
Join contractors who use Best ROI CRM to manage their leads, close more deals, and run their operations more efficiently.
