CRM implementation
Configure lead intake, customer records, estimates, job stages, and follow-up so the system matches how your business actually runs.
CRM systems built for trade contractors
ProDesk develops practical software for contractors who need their sales, scheduling, office, and field workflows to move through one dependable system.
Pipeline
Trade CRM
New lead
18
Estimate
12
Scheduled
9
Today
Install crew dispatch
Ready
Customer follow-up
Estimate approval
Job notes synced
Built around the work you already do
Clean tools for teams that live between the truck, the jobsite, and the office.
Workflow automation
Reduce repeated office work with reminders, status updates, task routing, and simple automations that keep projects moving.
Operational visibility
Give owners and managers a clearer view of sales activity, scheduled work, outstanding items, and customer communication.
From messy process to reliable system
ProDesk keeps the work focused: understand the day-to-day operation, shape the CRM around it, then refine the details with the team that uses it.
Discover
Map leads, jobs, contacts, handoffs, and reporting needs.
Build
Create the CRM structure, automations, views, and team workflows.
Refine
Adjust the system until it feels natural in daily contractor operations.