Every customer in one place
Keep contact details, lead source, tags and status in a shared record. One customer can have several jobs without becoming several disconnected contacts.
Free forever for core CRM
Your customer list should help you win the next job.
A free contractor CRM keeps your leads, customer details, tags and job history together — with unlimited contacts. Import your CSV, export your records anytime, and never buy another contact allowance.
What the free CRM is for
Know what needs attention
Use a pipeline your team understands: New, Contacted, Quoted, Won and Lost. Record the next action while the conversation is fresh.
Bring your existing list
Import contacts from a CSV instead of starting again. Test a small sample first and keep an untouched original export.
A useful free plan, with clear boundaries
| Included in core CRM | Separate services and paid features |
|---|---|
| Unlimited customer/contact records and CRM users | Marketing sends, provider usage and payment processing |
| Contact details, lead stages, tags and customer history | Advanced dispatch, accounting integrations and employee management |
| CSV import/export and basic job organization | Paid modules, specialized integrations and operational support |
Unlimited contacts means no contact-count subscription cap for genuine business use. It does not mean unlimited file storage, bulk messaging, provider usage or a platform for reselling contact lists. See the free-plan terms and current product status.
Try the process before moving your business
- Explore the sample CRM with clearly labeled fictional records.
- Download the free contact and follow-up template.
- Clean ten records, create your workspace, and test a small import.
- Invite the people who need CRM access and agree on what each lead stage means.
- Keep using the free CRM; add paid operations tools only when they solve a specific need.
Free contractor CRM questions
Is this a trial?
No. The core CRM is intended to stay free, with unlimited contact records and CRM users. Optional paid tools are separate, and the free offer does not collect a card.
Can I import and export my contacts?
Yes. The CRM supports CSV imports and exports. Keep your original export, use a small test file, and check the imported records before moving your entire list.
Does free mean every feature is free?
No. Core customer and lead management is free. Advanced operational modules and third-party costs such as messaging or payment processing are separate and should be reviewed before connecting them.
Who is it built for?
Contractors and service businesses that need a practical home for customers, inquiries and job history. Start with the tools you need today rather than turning on every available module.