Custom Built · No Generic Software

Your Business Deserves a CRM Built
Around Your Workflow

Generic CRMs were built for everyone — which means they're built for no one. BrickByClick designs and deploys a custom CRM around how your contracting business actually runs. Track leads, automate follow-up, book jobs, and report on everything — in one system that fits like a glove.

Build My CRM See What's Included
24/7
AI answers calls
0
Missed leads
2–4wk
Live & running
Job #7291 Booked
AI booked while you slept
dialer.brickbyclick.ai — Lead Pipeline
LIVE
New Leads 4
Mike R. — Plumbing
HOT
Sarah K. — HVAC
WARM
Following Up 7
Tom D. — Roofing
SMS Sent
Linda M. — Elect.
Call #2
Booked 12
Dave P. — GC
CONFIRMED
Amy L. — HVAC
2PM Today
47
Calls Today
$12.4k
Pipeline Value
89%
Answer Rate
AI answered inbound
Lead qualified — booking sent
The Problem

Without a CRM, You're
Losing Jobs Every Day

Most contractors run their business from a mix of sticky notes, spreadsheets, voicemails, and memory. Every missed call, unanswered text, and forgotten follow-up is a job that went to your competitor.

  • Leads fall through the cracks
    If you don't follow up within 5 minutes, 80% of leads go cold. With no system, you forget — and they call the next contractor.
  • Missed calls = missed revenue
    The average contractor misses 35+ calls a month. At an $800 average job value, that's $28,000 in lost revenue walking out the door.
  • No visibility into your pipeline
    You don't know which leads are hot, which jobs are booked, or where revenue is coming from. You can't grow what you can't see.
The Solution
A CRM Built Around Your Business — Not the Other Way Around

A CRM (Customer Relationship Management system) is the backbone of every high-performing service business. It captures every lead, tracks every job, and automates every follow-up — so nothing slips through the cracks, whether you're on a roof or asleep at 2am.

  • Every inbound call captured and qualified automatically
  • Follow-up sequences triggered instantly — SMS and email
  • Appointments booked and synced to your calendar
  • Full pipeline visibility — know where every job stands
  • Weekly reporting on calls, bookings, revenue, and ROI
  • Built specifically for your industry and team size
Everything Included

Four Systems. One Platform.
Zero Leads Lost.

Every BrickByClick CRM is built with four core systems that work together automatically — so your business runs even when you're not watching.

Lead Management

Lead Pipeline & Call Logs

Every lead that touches your business gets captured, scored, and tracked through your pipeline in real time. No more spreadsheets. No more sticky notes. No more guessing.

  • Automated lead capture from calls, forms, and web
  • Full call recordings and transcripts logged to each lead
  • Hot/warm/cold lead scoring so you call the right people first
  • Pipeline stages customized to your exact sales process
  • Instant notifications when a high-value lead comes in
AI Automation

AI Dialer & Auto Follow-Up

Your AI receptionist answers every inbound call 24/7, qualifies the lead, and immediately triggers the right follow-up sequence — while your outbound dialer works through your lead list automatically.

  • AI voice agent answers calls in under 1 second — always
  • Automated SMS follow-up sequence starts within 60 seconds
  • Outbound power dialer with dynamic caller ID by area code
  • Email sequences triggered by lead behavior automatically
  • Missed call text-back fires within seconds of a missed call
Scheduling

Appointment Booking & Calendar Sync

Customers book directly into your calendar without calling you. Your AI confirms appointments, sends reminders, and handles reschedules — all without your team lifting a finger.

  • Online booking page synced to your real availability
  • Automatic SMS and email reminders before every appointment
  • Reschedule and cancel links handled automatically
  • AI books appointments during calls in real time
  • Syncs with Google Calendar and your team's schedules
Reporting

Client Dashboard & Reporting

Stop flying blind. Your client dashboard gives you a real-time view of every key metric in your business — calls, bookings, revenue, and ROI — so you can make decisions based on data, not gut.

  • Real-time dashboard: calls, leads, bookings, and revenue
  • Weekly KPI report delivered automatically to your inbox
  • Source tracking — know which channels drive your best leads
  • ROI tracking on every dollar spent on ads and marketing
  • Team performance metrics if you run a multi-person operation
Custom vs Generic

Why Not Just Use HubSpot?

Generic CRMs charge you for 200 features you'll never use and make you configure the 5 you actually need. Here's the difference.

Feature
HubSpot / Generic
BrickByClick CRM
Built for contractors
No
Yes — built around your workflow
AI voice receptionist included
Add-on ($500+/mo)
Included standard
Setup fee
$1,000–$5,000 upfront
$0 setup fee
Time to configure & go live
Weeks to months (DIY)
2–4 weeks, we handle everything
AI auto follow-up (SMS + email)
Manual setup required
Pre-built for your industry
Ongoing support
Ticket system only
Dedicated account manager
Pricing
$800–$3,200/mo + add-ons
From $599/mo, all-inclusive
The Process

Live in 4 Steps.
You Do Nothing Technical.

We handle the entire build. You show up to the onboarding call and we handle the rest.

01 — DISCOVERY
We Learn Your Business

30-minute call. We map your current process, identify your gaps, and define exactly what your CRM needs to do.

02 — BUILD
We Build Your System

Our team builds your CRM, AI voice agent, follow-up sequences, booking system, and dashboard. 2–4 weeks.

03 — LAUNCH
We Go Live Together

We migrate your existing data, train your team, and flip the switch. Your AI receptionist answers its first call live.

04 — OPTIMIZE
We Keep It Getting Better

Monthly reviews, weekly reports, and ongoing tuning. Your CRM improves as your business grows. We never disappear.

FAQ

Common Questions

A CRM — Customer Relationship Management system — is software that tracks every lead, job, and customer interaction in one place. For contractors running more than 10 jobs a month, a CRM directly increases revenue by ensuring no lead falls through the cracks. Without one, you're relying on memory and sticky notes to manage your pipeline, which means you're losing business you don't even know you're losing.
Generic platforms are built for everyone — which means they require weeks of configuration to work for your specific business, and they charge you for hundreds of features you'll never touch. BrickByClick builds your CRM around your exact workflow from day one. Your service areas, your job types, your team structure, your follow-up language. It's the difference between buying a suit off the rack and having one made.
Not at all. We build everything, train your team, and handle all the technical setup. Your dashboard is designed to be read at a glance — not configured by an IT person. If you can read a text message, you can use your BrickByClick CRM.
Most builds are live within 2–4 weeks. That includes your AI voice agent, follow-up sequences, booking system, pipeline setup, and team training. We handle your data migration from whatever you're currently using — spreadsheets, another CRM, or nothing at all.
We specialize in service-based businesses — primarily contractors. That includes plumbing, HVAC, electrical, roofing, general contracting, landscaping, and similar trades. If your business generates revenue from service calls and jobs, we can build a CRM around it.
CRM is included in our Automation Plan starting at $599/month. There is no setup fee. No long-term contract lock-in. Month-to-month billing. The average contractor recovers the monthly cost within the first week from leads that would have otherwise been lost.

Ready to Stop Losing Leads
to a Broken System?

Tell us about your business. We'll map out exactly what your CRM needs to do and show you what it looks like — before you commit to anything.

Build My Custom CRM Call (888) 533-5784
No setup fee
Month-to-month billing
Live in 2–4 weeks
Cancel anytime