Field Service CRM
Turn your pipeline into a power tool
Stop tracking deals on sticky notes and spreadsheets. CRM+ gives your sales team one place to manage every opportunity, close faster, and hand won deals directly to ops.
OPERATIONAL INTELLIGENCE
See every deal at a glance. Move the right ones forward
Your sales board puts every opportunity in plain sight, by stage, by rep, by value. Drag deals forward, spot what's stalling, and keep your team focused on the work that actually closes.
Visual pipeline board
See every opportunity by stage. Drag deals forward. Spot what's going cold before you lose it.
Prospect vs. customer
New accounts start as prospects: visible to sales, invisible to ops until the deal closes. One database. No clutter
DEAL DETAILS
Every detail. Every follow-up. One place
Activity tracking
Log every call, email, and meeting in one place. Filter by status, spot overdue follow-ups, and keep your pipeline moving.
Required fields at every stage
Before a deal moves forward, key details like budget, hours, and start dates have to be filled in. No shortcuts.
Files, contacts, and assets
Every proposal, contact, and asset tied to a deal lives in one spot. When ops takes over, they have everything they need to start work.
SALES-TO-OPS HANDOFF
Close the deal. Ops hits the ground running
When a deal is marked won, every detail, contacts, budgets, files, assets, is already in the same system. No re-entry. No lost context. Your ops team picks up right where sales left off.
Won deal to project in two clicks
Is what we're claiming in cells L8 and 9 true? Is it truly just two clicks?
One shared database
CRM+ is part of BuildOps so it's the same database. No syncing issues, no duplicates, no gaps.
What makes BuildOps different
Built from the ground up for contractors who run projects, service, and everything in between. Not adapted. Made for the work.
Commercial work isn't an add‑on
Most platforms started in residential and stretched to fit. BuildOps starts with the complexity of commercial work.
Run the work in one connected system
Field, office, finance, and sales — all in one place. No duct-taped tools, no double entry, no dropped balls.
OpsAI is built in, not bolted on
OpsAI is already in your workflows. It recaps the day, calls out risks, and gives every role a clear next step.
Common Questions
Your questions on CRM+, answered
What field service CRM features matter most for managing customer relationships?
Look for shared customer databases, property and asset tracking, contact management, and credit/risk visibility. The best CRMs connect this data to your sales pipeline and operations without re-entry.
How does CRM+ keep prospect and customer data separate?
New accounts created in CRM+ automatically default to "Prospect" status. Once a deal is won, the account converts to "Active." This keeps sales data clean and prevents prospect info from cluttering your ops environment.
Can my sales team see full service history for existing customers?
Yes. CRM+ and BuildOps share the same database. Your reps can see every past job, service agreement, property note, and asset record for existing accounts, so they sell with full context, not a blank screen.
What is the best field service CRM software for contractors?
BuildOps CRM+ is purpose-built for commercial contractors. Unlike generic CRMs, it shares data with your operations platform, so customer details flow between sales, service, and finance without double entry.
How does CRM+ handle multi-property accounts?
Each account in CRM+ links to multiple properties. Each property links to its assets, service history, and contacts. Your team can drill from account to property to asset in seconds without digging through spreadsheets.
What is field service CRM software for contractors?
Field service CRM software helps contractors manage customer relationships, track accounts and properties, organize contacts, and connect sales activity to operations.
