The CRM that runs itself.

The best CRM for contractors. Inbox, estimates, payments, leads, project management and AI. And it’s free, for life.

10 secFrom a missed call to a text back
76Numbers tracked for you, every week
294Workflows we have built and run
G
4.9 62 Google reviews

Your CRM should be in charge of you. Not the other way around.

Meet Harvee, your new chief of staff. Ask once and it texts them back, books the visit and sends the estimate. You never think about it. Our goal is for you to just show up and sell.

We believe we’re better than all of these.*

We have integrated and tested (allegedly) every one of these tools, and we’ve figured out what you need. HHL CRM has every feature any of them has, and much more, in a much simpler format.

Compared with Jobber, JobTread, JobNimbus, Housecall Pro, ServiceTitan, Buildertrend, AccuLynx, Workiz, FieldPulse, ServiceM8, Service Fusion, Leap, Roofr, Contractor Foreman.

*In our professional (and totally unbiased ;) opinion. Not affiliated with or endorsed by any company shown here.

Here’s why

We have all the basics.

57 features. Every box a CRM should check, checked. You don’t have to click through them. But if you want to check, it’s all here.

Click through, or search for the one you use today.

  • Texts, calls, email, Facebook, Instagram, WhatsApp, Google messages and your website chat, all in one inbox, all on one customer. Nobody checks six apps to find out what a customer said. Whoever picks up the conversation sees the whole history, from the first message to the last invoice.

One inbox for all your apps

Texts, calls, email, Facebook, Instagram, WhatsApp, Google messages and your website chat, all in one inbox, all on one customer. Nobody checks six apps to find out what a customer said. Whoever picks up the conversation sees the whole history, from the first message to the last invoice.

You build nothing. We already did.

You just log in and start managing your business.

Already built

Every scenario mapped and every automation built, set up for your brand and switched on.

Unlimited users

Everyone on your team gets a login. No per-seat fees.

Your team trained

Our course and live training for your whole team. We set it up and move your data in.

Unlimited support

Ask us anything, any scenario: AI chat, text us or call. No limit, no extra charge.

Too busy?

Harvee, your AI agent

Our AI connects to every single tool you can think of. Harvee has a full picture of your entire business. Not a chatbot.

Our AI can do anything a person can.

Harvee sees every text, call, estimate and payment faster than you can. One command, and it does the work.

Free after-hours voice AI.

Someone calls at 9 PM? The AI picks up, answers in a real voice, books the visit and texts you what happened. We throw this in for free, by the way...

AI search with all your tools.

It searches every text, call, estimate and payment you’ve ever had, and gives you the answer.

Sounds like you, not a robot.

It learns how you text, then writes every reply your way, on our sales rules.

Our sales playbook, built in.

Our AI has our playbook and sales principles from 1,000+ deployments built in. Never send a rookie text again.

AI auto book.

They text a time, and Harvee auto-books it onto your calendar based on your availability.

Nothing forgotten.

Forget to call somebody back on time, text them back the next morning, send an estimate, or follow up on an invoice? Our AI has reminders for every scenario, so nothing falls through the cracks.

Low close rates?

Close more jobs

Estimates they say yes to, a follow-up on every lead, and a video of you doing the selling. HHL CRM is designed for you to close more customers.

Better estimates.

Fully custom estimates designed for conversion, with perfect styling to look more professional than all of your competitors. Show before and after variations, give package options, and let customers pick from a list of products natively on their estimate, right in your HHL CRM. Better estimates help us help you achieve your core mission: making more money.

What your customer sees
Prepared for Dave MorrisFence rebuild at 14 Ridge Rd
BeforeAfter
Your notification
How they pay

7 to 11 touch lead framework.

Data shows it takes 7 to 11 touches to close the average lead. We’ve optimized every touch point and seen thousands of conversations in our CRM. You get a 7 to 11 touch framework custom fit to you, crafted from our sales principles and our own private data.

Send a video of you, not another text.

Customers don’t buy, show up, refer or do what you want when they don’t understand. We’ve seen a video double show rates and lift close rates by over 10% from this one feature alone. It heads off objections, builds trust and positions you as the authority. HHL CRM lets you send and track your VSLs right in your CRM.

Want this working on your leads?

Start for free. HHL CRM is free for life.

Chasing payments?

Get paid

HHL CRM gives your customers every way to pay: cards on file, deposits, financing and payment plans, and it natively syncs with your QuickBooks or your payment processor.

No more payment processing fees.

Pass the card fee to your customer, add sales tax, or add any custom fee, natively in your CRM. You used to pay 3% on every card payment. Now your customer covers it, and you pay nothing.

Cards on file, deposits, payment plans.

Save your customers’ cards natively in your CRM. Auto-collect a deposit on a specific date or when the job is marked complete. Let your customers pay in full, pay in deposits, or offer them native financing in HHL CRM.

People not showing up?

Custom reminders

Appointment, estimate and invoice reminders, spaced so nobody forgets.

Reminders for everybody.

Appointment reminders for customers, pay date reminders, reminders for your crew picking up material or meeting a customer. Whatever the scenario, it’s already built in. HHL CRM has custom reminders for unlimited use cases. People forget. Remind them so they don’t.

Estimate and invoice reminders.

Our custom-crafted follow-up framework follows up on estimates that aren’t accepted and invoices that are overdue or unpaid, so your customers pay faster and more often.

Losing track of stuff?

Get organized

Project management, vendor, crew and inbox management, email integration, auto custom routes and drive time, job photos and more.

Inbox sorted by your crews and customers.

Sort your inbox by scenario: customers who paid late, active vendors, crew members. When you open your inbox, you don’t have to think. HHL CRM helps you work faster.

Auto route calculation.

When it’s time to leave every morning, HHL CRM already has the best route ready, based on how long each job should take and the drive between every stop that day. You just get in the truck and start driving.

Project and field management.

Manage your projects, tasks, staff, billing, or anything that happens outside the field. Track it all natively in our custom project management feature, all inside HHL CRM.

Every customer gets unlimited features and custom support, so it fits the way you think and track your projects. This is not a template.

Auto job photos.

The second the job is done, Harvee texts you a link to add your pictures. You add the pictures. No forms, no logging, no typing in the address. They save to the right contact and the right project, and go up on your website within minutes.

Your pipeline moves itself.

Opportunity pipelines show your customers in stages: new lead, missed call, estimate sent, booked, paid. Moving the stages by hand sucks.

Our “auto pipeline” feature moves everything for you based on the activity already in the CRM, so everything stays up to date, tracked and organized. You just show up to work.

Want your business this organized?

Start for free. HHL CRM is free for life.

Need data?

Bulletproof tracking and reporting

All the numbers you’ve seen the big companies talk about. We track them for you.

Enterprise-level data tracking.

Seeing people online talk about big numbers you have no idea how to track? LTV to CAC, lead to close, opportunity by source, gross margin per service. You get those numbers by tracking them, with hundreds of automations nobody ever builds. HHL CRM comes with all of it, custom to your brand, so you make decisions faster.

Metrics are tracked for you.

Updating a report of who closed and who didn’t, or digging for who never accepted your estimate, takes forever. Our AI in HHL CRM updates every number, from revenue to close rate to speed to lead, on its own. You don’t do anything.

Want free leads?

Reactivate your customers

Your old list gets worked every month, with a pitch for every season.

Database reactivation.

You’re most likely sitting on hundreds of people who never closed. Why wouldn’t you just ask if they’re still interested? HHL CRM’s built-in database reactivation reads what happened in every past conversation and crafts a custom pitch for that person, to get them back on your calendar.

A pitch for every season.

Spring special? Storm season approaching? End of year discount? Your customers are waiting to buy. You don’t have time to ask them. HHL CRM auto-crafts your seasonal offer and pitch, and reminds them on a schedule to get them back on your calendar.

Want more?

Reviews + referrals

Our custom sequences, playbooks, technology and reminders make sure every customer gives you a review and a referral, without you doing anything.

Auto review request.

Job marked done, the review ask goes out on its own, and every Google review lands in one place.

Every happy customer, auto referral request.

A five-star review triggers the ask. We give both of them a reward, custom to what works for you.

We’ve seen an incentive boost referral rates by 50%, and get you a boatload of free customers just by asking.

Native gift cards.

Not Venmo, not an Amazon gift card, not something you pay for. Give your customers a gift card for future service that they, or a friend or family member, can claim.

This is the secret. HHL CRM sends gift cards with QR codes that get scanned and redeemed, to help you get more reviews and referrals.

Need something custom? It’s free.

Any scenario your business needs, built into your CRM. Start for free and tell us what you need.

294 workflows, already built. See all of them for yourself.

The ones named on this page so far, grouped by the process they run. The rest are built the same way: already in your account.

Speed to lead

  • Qualifies new leads
  • Answers the phone after hours
  • AI auto book
  • Facebook lead ads wired in
  • Spam calls kept out

Lead nurture

  • 7 to 11 touches on every lead
  • Replies in your voice
  • Preps replies from the playbook
  • Wrong numbers fixed
  • Texting registration and email warm-up

Videos of you

  • Your VSL, sent on every new lead
  • Watch alerts

Estimating

  • Sends every estimate on time
  • Chases estimates until they decide
  • Estimate view alerts
  • Contracts and e-sign

Showing up

  • Reminds every appointment
  • Two-way calendar sync
  • Cancel and reschedule handled
  • The job address pulled out of the conversation

Organized

  • Updates every stage
  • Conversations by customer, crew and vendor
  • Searches your whole history
  • A daily pipeline check and a weekly account audit

Project management

  • Every job on one board
  • Tasks, photos and change orders on the job

Getting paid

  • Makes sure invoices get paid
  • You approve every invoice
  • Cards on file and auto-charge
  • Sales tax and card fees handled

Reviews + photos

  • Review ask when the job is done
  • Referral playbook
  • Job photos saved for your website

Recording + tracking

  • Finds what slipped
  • Speed to lead measured every week
  • The Friday recap and a daily one

Reactivation

  • Follows up cold and closed leads
  • Your old list worked every month

Seasonal pitches

  • A seasonal pitch to every customer
  • Birthday texts

Does it work? Here’s the proof.

See every case study
  • 10 secFrom a missed call to a text back
  • 2 secTo answer a new lead, down from 10 min
  • 41%Of estimates accepted, up from 22%
  • 9 daysTo get paid, down from 14
  • 76Numbers tracked for you, every week

It’s free. For life.

Start for free. We set up your business with everything you need.

$0Free for life

No contract.

  • Harvee, your AIBuilt in. It reads every lead.
  • Unlimited usersEveryone on your team gets a login.
  • Already builtSet up for your business. You just use it.
  • Your team trainedOur course and live training.
  • Unlimited supportAI chat, text us or call.
  • Your data moved inNothing gets lost.
Unlimited everything else.No per-seat fees.

Wait, it’s really free?

Yes. Free for life, no contract. Start for free and we set it up for you.

Good questions.

What does it replace?

Your texting app, your estimate tool, your invoicing, your review tool and the spreadsheet you meant to update. One app, and it is built for marketing.

Is it hard to learn?

If you can text, you can run it. We set it up, move your data in, and train you and your team.

Will I lose my old data?

No. Your customers, conversations, notes, estimates and invoices come over from your old system. Nothing gets lost.

Does the AI send things without me?

Only where you say so. You choose when the AI sends, step by step. It never gets the keys.

Can your team call my leads for me?

Yes. Our people can call every lead, book it and chase the quiet ones in your name. Ask about it on the call.

What does start for free mean?

You start without paying anything. Book a call and we set you up and walk you through it on your own leads.

Not ready to start? Start free.

Try us first. Neither of these costs you anything.

A free website.

$0 to build. Yours to keep. The best site in your area, guaranteed. Live in 48 hours.

Read the offer

HHL CRM, free for life.

Better than Jobber. Every lead and text in one place, and it follows up for you. Already built, unlimited users. $0 FOR LIFE.