Contractor CRM Software Built for Installation Sales
Manage your full sales pipeline — from first knock to signed contract to scheduled installation — in one platform built for solar, roofing, and HVAC contractors. AI proposals, embedded financing, and automatic project creation included.
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A CRM That Understands How Installation Contractors Sell
Visual sales pipeline
Drag-and-drop Kanban pipeline with stages built for installation sales — canvass, appointment, proposal, financing, install scheduled. Managers see the full pipeline at a glance; reps see exactly where to focus.
AI proposals built in
EasyQuote generates branded proposals with multiple equipment tiers directly from the CRM — no switching apps, no copy-paste. Reps build and present a proposal on a tablet in the field, and the customer signs before they leave.
Financing in the pipeline
GoodLeap, LightReach, Sungage, and Arcadia financing approval status tracks inside every deal record. Managers know which deals are approved, which are pending, and which need attention — without asking reps for updates.
Auto project handoff
When a deal closes in the CRM, an installation project auto-creates with all proposal details pre-loaded — customer info, equipment specs, financing status, and job address. Ops sees the job the moment sales closes it.
Built for D2D and Field Sales — Not Inside Sales at a Desk
Generic CRMs are built for inside sales teams who nurture leads over weeks. Installation contractors sell differently — a rep knocks a door, sits at a kitchen table, and needs to close that same evening. The CRM has to work as fast as the sales rep.
SubcontractorHub's Sales Velocity CRM is built for this model. Reps capture leads on a phone in the field, book appointments with one tap, and launch the AI proposal builder directly from the lead record — presenting a branded proposal with embedded financing options before leaving the homeowner's property. Managers track pipeline, rep performance, and financing approval status without asking anyone for a status update.
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One CRM for Solar, Roofing, and HVAC — One Login for the Whole Business
Multi-trade contractors shouldn't need a separate CRM for each vertical. When your sales team sells solar on Monday and HVAC on Tuesday, the CRM should handle both without switching apps or entering customer data twice.
SubcontractorHub supports solar, roofing, and HVAC sales pipelines in one platform — with vertical-specific proposal templates, financing integrations for each trade, and project workflows that match how each installation type actually runs. When a deal closes, the right project template and trade-specific workflow creates automatically. No configuration needed per vertical.
Book a DemoSubcontractorHub contractor CRM is the right fit if:
This platform is built for installation contractors running D2D or field sales teams across solar, roofing, and HVAC — who need a CRM that connects proposals, financing, and project management in one place.
Talk to the TeamYou sell solar, roofing, or HVAC installations and need a CRM that understands installation sales — not inside sales or e-commerce
Your reps are tracking leads in spreadsheets or a generic CRM that wasn't designed for D2D or field sales
You want AI proposals, financing options, and the CRM in one platform — not three separate tools with manual data entry between them
Financing approval status is a blind spot — managers have no visibility into which deals are approved without calling the rep
Closed deals require manual handoff to ops — re-entering customer data, job specs, and equipment details into a scheduling or project management system
You run multiple trades and need one CRM that handles solar, roofing, and HVAC in one login — not a separate tool per vertical
Common Questions About Contractor CRM Software
What is contractor CRM software?
Contractor CRM software manages leads, sales pipeline, proposals, and customer records for installation contractors — solar, roofing, and HVAC. Unlike generic CRMs, it's designed for D2D and field sales: on-site proposal generation, embedded financing, rep leaderboards, and automatic project creation when a deal closes.
How is contractor CRM different from a general CRM?
General CRMs are built for inside sales with long deal cycles. Contractor CRM is built for residential installation sales — D2D canvassing, on-site presenting, and closing the same day. Key differences: built-in AI proposals, embedded financing (GoodLeap, LightReach, Sungage), and automatic project creation. None of which generic CRMs provide without heavy customization.
What verticals does SubcontractorHub CRM support?
SubcontractorHub's contractor CRM supports solar, roofing, and HVAC installation contractors in one platform — with vertical-specific proposal templates, financing integrations, and project workflows for each trade. Multi-trade contractors get one CRM instead of separate tools for each vertical.
Does contractor CRM software include proposal generation?
Yes — SubcontractorHub's Sales Velocity CRM includes EasyQuote, an AI-assisted proposal builder that generates branded proposals with good-better-best options and embedded financing on a tablet in the field. When a customer signs, the proposal auto-creates an installation project — no re-entry between sales and ops.
Can contractor CRM software track financing approval status?
Yes — GoodLeap, LightReach, Sungage, and Arcadia financing approval status tracks inside every lead record in the Sales Velocity pipeline. Managers see which deals are approved, pending, or need attention without asking reps for updates. Financing status flows through to the installation project automatically when a job closes.
Ready to Replace Your Spreadsheets with a CRM Built for Contractors?
Book a demo and see how SubcontractorHub's Sales Velocity CRM connects lead management, AI proposals, embedded financing, and installation project management in one platform for solar, roofing, and HVAC contractors.
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