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Contractor CRM

A CRM is a list of people you forgot to call.

Contact records don’t win work — follow-up does. Hero365 keeps the customer record like a CRM and then works it like a salesperson: chasing open quotes, requesting reviews after the job, and rebooking last year’s maintenance customers.

Starts at $19.99/mo · 7-day free trial · built for the trades

Follow-up that actually happens

Every estimate gets a follow-up sequence. Every finished job gets a review request. Every maintenance customer gets rebooked next season. Without a to-do list.

The whole relationship in one record

Calls, texts, quotes, jobs, equipment, invoices, and payments — one timeline per customer, shared by you, your techs, and your AI staff.

Pipeline you can trust

Hot leads, aging quotes, and at-risk customers surface on their own, ranked by what they’re worth — not buried in a column view.

Everything included

One price. The whole back office.

From $19.99/mo, per business — never per user. No modules to unlock, no add-on quote calls.

Sales & Pipeline

  • Price Book
  • Sales Pipeline
  • Service Agreements
  • Subscription Billing
  • Market Intelligence

Communication

  • Two-Way SMS
  • Email Campaigns
  • Online Booking
  • Customer Portal
  • Bookings Management
  • Review Collection

Marketing & Growth

  • Campaign Management
  • Promotions & Offers
  • Reputation Management
  • Referral Program

AI & Automation

  • AI Voice Agent
  • AI Estimates
  • Autopilot Outreach
  • Act Now Intelligence
  • AI Scheduler
  • AI Call History

See the full feature matrix and pricing

Questions contractors ask us

Is this a CRM I have to keep updated?

No — that’s the point. Calls, texts, quotes, and jobs log themselves into the customer record as they happen. The AI keeps the record; you read it.

Can it import my existing customer list?

Yes. We migrate contacts, job history, and open quotes from spreadsheets or your current tool during onboarding.

Does follow-up sound like a robot?

Messages are written in your business’s voice and you can review every sequence before it runs. Start in approve-first mode and loosen the reins as you like what you see.

Get the app

Ready to stop doing everything
yourself?

Your whole back office, in your pocket. Start with the AI Concierge for $19.99/mo — add the rest of the team as you grow.

7-day free trial · no contract · no per-user fees