CRM
For Contractors
HSG keeps your contacts, leads, deals, estimates, invoices, jobs and customer history connected in one straightforward dashboard. You get the organization of a CRM without the unnecessary complexity of an enterprise sales platform.
Keep every contact and conversation in one place
When someone submits your website form, HSG automatically creates a contact record containing their information and project details.
As activity builds, the same record can hold:
- Contact information
- Original lead details
- Emails and texts
- Internal notes
- Uploaded files
- Estimates and invoices
- Jobs and scheduled activity
You no longer have to reconstruct a customer’s history from forms, inboxes, text messages and accounting records.
See exactly where every opportunity stands
HSG separates contacts into meaningful stages so you can understand your pipeline at a glance.
Track someone as they move through the customer journey:
- A new lead submits an inquiry
- An opportunity is created and followed
- An estimate is sent
- The deal is won or lost
- The work becomes a scheduled job
- The contact becomes a customer
You can see what is active, what needs attention and what has already been completed.
Connect your estimates and invoices through QuickBooks
Connect your existing QuickBooks account to bring customer and financial activity into the same workflow.
From HSG, you can access the information needed to:
- Prepare and send estimates
- Review previous estimates
- Create and monitor invoices
- See payment activity
- Connect financial records to the correct customer
You continue using QuickBooks for accounting while HSG gives that activity context within the larger customer journey.
Other HSG Features
What You Get
Analytics
HSG connects your website, Google Business Profile, CRM and business activity into one reporting system. Instead of stopping at traffic and clicks, you can see how marketing activity continues through your sales pipeline.
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Automation
HSG automatically handles important lead, reputation and marketing tasks that are easy to forget when you’re busy running jobs. New leads receive immediate responses, follow-up continues and your online presence stays active with less manual effort.
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SEO
HSG combines an optimized contractor website, locally targeted pages, ongoing content, Google Business Profile activity and rank tracking into one SEO system. Everything works together to steadily expand your visibility without requiring you to manage an agency.
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Website
Launch with the pages, structure and tools your business needs to get found and turn visitors into customers. HSG handles the complicated parts—including design, performance, hosting and maintenance—so your website never becomes another full-time job.
Learn moreFrequently Asked
CRM Questions
Resources
Why does CRM setup matter if we already respond to leads manually?
Manual response can work for a while, but it usually breaks down as lead volume grows or the team gets busy. A CRM creates visibility, consistency, and accountability around what happens after the lead comes in.
That makes it easier to protect opportunities instead of relying on memory, inbox sorting, or informal handoffs.
Can a CRM help us see which marketing sources bring in the best leads?
Yes. When the CRM is set up properly, it can tie inquiries back to source and make it easier to compare where opportunities are coming from.
That visibility helps you make better marketing decisions because you are looking at pipeline quality, not just top-of-funnel traffic.
CRM Roadmap
What's Planned