Customer Management
Know every customer.
Miss nothing
One view of every account, contact, property, and asset shared between sales and ops. No duplicate records. No crossed wires. Just the full picture, every time you need it.
Trusted by 1,500+ commercial contractors across North America
The Relationship Layer
Every customer detail in one place for every team
Full customer context
See every property, contact, open job, and past service record tied to an account instantly.
Prospect vs. active
New accounts default to "Prospect" so sales data stays clean. Win a deal and they go active.
Shared across teams
Sales and ops read from the same database. No syncing, no imports, no wondering who has the latest info.
360° Customer View
The customer file your team actually uses
Generic CRMs store contacts. CRM+ stores relationships: the property access codes, the credit risk flags, the asset service history, and the contacts who actually make decisions. All connected.
Properties, Assets, and History
Every account links to its properties, every property links to its assets, and every asset carries its full service history. Your reps sell with context. Your field crew arrives prepared.
Contact Management
Track decision-makers, billing contacts, and site contacts for every account. Know who to call and who signs off.
Credit and Risk Flags
Credit warnings, risk flags, and holds are visible in CRM+ so your reps know a customer's standing before they bid.
What each role needs to see
Same data, right view for every role
"With BuildOps, we're building out our pipeline and staying on top of every opportunity."
Win more work without chasing it.
"BuildOps gives our project managers the flexibility to access real-time customer information right from the field, so they can have better conversations on the spot."
Every customer detail, wherever the conversation happens.
"We used to have stacks of paper —invoices, service history, all of it filed by hand. Now it's all right in BuildOps."
The full customer picture, in one place.
Proven Results
Real results from commercial contractors
"We've seen an increase in day-to-day operations efficiencies that's going to add up to significant savings in time and energy over the course of a year."
"If we didn't have BuildOps and the additional cyber security they give our company, we would be dead in the water."
"The ability to produce reports either on an individual job basis, a quarterly basis, or a project basis is something we'd never seen before in other software that we've used."
"We've cut down in our receivables from about 120 days to 30 days on average."
"Before we knew it, we were seeing quicker turnaround times on job closeout and a huge improvement in the time it took for quotes to be accepted by our customers."
"With BuildOps, we feel like we can go after anything. The sky is the limit as far as the size of the project."
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"BuildOps gave us an all‑in‑one system for both service and projects. Once we saw that, it was a no‑brainer."
"With the integration of BuildOps and Sage Intacct, our accounting system, we've been able to speed up the time it takes for us to bill customers."
"Our consulting division increased 300% because we were able to free up more time from the office to help other customers."
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"Sometimes systems promise you the moon, then you use them and see the weaknesses. It's been the exact opposite with BuildOps. Everything we wanted it to do, it could do."
"We used to be two weeks behind on job costing. Now we're up to date daily."
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.
The bigger picture
Customer management is just the start
Customer data in CRM+ feeds every part of BuildOps. Sales sees service history. Ops gets deal context. Finance tracks account revenue. One record powers the entire business.
Sales & CRM features
Common Questions
Your questions on field
service 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.