Track every prospect from first call to signed contract. Nothing falls through.
Ressio's built-in CRM keeps your leads, pipeline, and follow-ups organized in the same system where your projects live. When a prospect becomes a client, there's no handoff — everything's already there.
No commitment. 30 minutes. We'll walk through your workflow.
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A CRM built around how builders sell
Not a generic sales tool adapted for construction. A purpose-built pipeline that tracks prospects the way custom builders actually work — from first inquiry through estimate, proposal, and won contract.
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Your pipeline — board or table, your choice
See every active prospect at a glance. A configurable pipeline board shows where each lead stands — Prospect, Estimate Sent, Proposal Out, Won. Switch to table view to sort and filter by budget, project type, or stage. No more spreadsheet you meant to update last week.
- Configurable pipeline stages that match your sales process
- Board view (kanban) or table view — switch between them
- Filter by stage, status, lead source, and project type
- Inline editing — update fields without opening a separate screen
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Activity log — every touchpoint recorded
Log calls, emails, and meetings against each prospect automatically. Your activity log shows the full history of every lead — when you first spoke, what you discussed, what's pending. Follow-up reminders so nothing gets forgotten when you're running a job.
- Log calls, emails, notes, and meetings per lead
- Follow-up reminders tied to each prospect record
- Full activity history — every touchpoint in order
- See what's overdue and what needs attention today
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Capture the details that matter — budget, timeline, project type
Every lead comes in with different information. Ressio captures the fields that matter for custom builders: project address, target start date, budget range, and project type — alongside the standard contact info. No more missing details when it's time to estimate.
- Custom prospect fields — address, budget, start date, project type
- Lead source tracking — know where your best prospects come from
- Attach files and notes to the prospect record
- All contact and project info in one record
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Convert a prospect to a project in one click
When a prospect signs, mark them won and convert to a project instantly. All the lead information — contact details, project specs, budget notes — carries over. No re-entering anything. The project is ready to run the moment the contract is signed.
- Mark lead as won and convert to active project in one step
- All prospect data carries into the project record
- Estimate created during sales becomes the project estimate
- No re-entry — the CRM and the project management system are the same system
From first inquiry to active project in three steps
Capture the lead
A prospect comes in — from your website form, a referral, or a direct call. Log them in the CRM with project details, budget range, and source. They're in the pipeline from the first conversation.
Track and follow up
Move them through your pipeline stages. Log every call and meeting. Set follow-up reminders. Send your estimate and proposal directly from Ressio. The activity log keeps the full history.
Win and convert
Mark the lead won. Convert to an active project in one click. Everything from the sales process — contact info, project details, estimate — is already in the project. Start building.
CRM connected to the rest of your business
Ressio's CRM lives inside the same platform as your estimates, scheduling, and financials — so a lead that becomes a project never needs to be re-entered anywhere.
Leads captured from your website land directly in your Ressio CRM — no manual import or Zapier required.
What builders say about managing leads in Ressio
I used to track prospects in a spreadsheet and jobs in a different system. Having both in Ressio means I never lose the thread between a lead and the project it became.
Customer name TBD
Custom home builder, City, State
The convert-to-project feature alone was worth it. Everything I captured during the sales process — notes, estimate, contact info — is just there when the job starts.
Customer name TBD
Residential remodeler, City, State
I was losing leads because I forgot to follow up. Now I set a reminder in Ressio and it shows up when I need it. Simple, but it's changed how many proposals I actually send.
Customer name TBD
Custom builder, City, State
Frequently asked questions
Yes. Ressio includes a purpose-built CRM for custom builders and remodelers. Track prospects through configurable pipeline stages, log activity, set follow-up reminders, and convert won leads to active projects in one click — all within the same system you use to run jobs.
Yes. Pipeline stages in Ressio are configurable to match your sales process. Set up stages that reflect how you actually sell — from first inquiry through estimate, proposal, and signed contract.
Ressio includes an embeddable website lead capture form. When a prospect fills out your form, their information lands directly in your Ressio CRM — no manual import, no Zapier, no copy-paste. The form captures contact details, project address, budget range, target start date, and project type.
Yes. Each prospect record includes a lead source field so you can track where your best leads come from — website, referral, trade show, social, or any custom source you define.
When a prospect is marked won, you convert them to an active project in one click. All information from the lead record — contact details, project notes, budget, and estimate — carries into the project automatically. There's no re-entry and no separate handoff process.
Yes. The activity log on each prospect record lets you log calls, emails, notes, and meetings. You can also set follow-up reminders that surface when action is due — so no lead goes cold because you got busy running a job.
Yes. You can create an estimate directly from a prospect record in Ressio. When the lead converts to a project, that estimate becomes the project estimate — no re-entering line items or rebuilding the cost structure.
Yes. Ressio's CRM is accessible to all team members with appropriate permissions. Admins see all prospects; team members see the prospects and projects they're assigned to. Activity logs are shared so the whole team stays aligned on where each lead stands.
CRM connects to your whole sales workflow
Website Forms
Capture leads from your website directly into the CRM — no manual import.
Proposals & Estimates
Build the estimate during the sales process — it becomes the project estimate when you win.
Templates
Reuse your best estimate and proposal structures on every new lead.
Stop losing leads. Start winning more jobs.
30 minutes. Show us how you're tracking prospects today — we'll walk through how Ressio handles it from first inquiry to signed contract.
Usually responds within 1 business hour. No commitment required.