ADDCRM
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Run every lead, estimate, project, and follow-up from one workspace.

ADDCRM is a contractor-focused workspace being built to connect customers, sales, estimates, field work, calls, and automation.

Open ADDCRM See how it works

CRM foundation is live. New modules will be added progressively.

Workspace overview

Good morning.

Pipeline
Estimates
Schedule
Calls
Lead pipelineView all
New Bathroom remodelWeb lead Shower conversionPhone lead
Contacted Guest bath updateCall scheduled New basement bathSite visit
Proposal Primary bathEstimate sent
TodayCalendar
Site visitMeasure and photos
Estimate reviewVideo call
Project check-inField update
Estimate statusView all
DraftReview SentFollow up ApprovedSchedule
Next actionsTasks

Built around the way service teams actually work.

The first release provides the CRM foundation. Estimates, dispatch, call intelligence, field operations, and reporting will be introduced as separate modules on the same architecture.

Leads and pipeline

Organize contacts, opportunities, stages, tasks, and follow-ups.

CRM foundation

Estimates and proposals

Build structured scopes, selections, pricing, and proposal versions.

Planned module

Dispatch and calendar

Coordinate appointments, crews, field work, and project schedules.

Planned module

AI calls and transcripts

Connect recordings, transcripts, scorecards, and coaching workflows.

Planned module

Field teams and subcontractors

Share assigned work, site details, progress, and required actions.

Planned module

Reports and attribution

Connect sales, project, and advertising data without mixing the sources.

Planned module
Estimate Bathroom remodel
ROOM 01

Primary bathroom

Step 4 of 7
Proposed shower
Walk-in shower
Alcove tub
Tub-shower
Scope itemsDemolition and protection
Included
SelectionShower wall system
Confirm
Voice note

From first call to completed project.

ADDCRM is structured around the handoffs a service business already makes. Each module can be introduced without rebuilding the customer and organization foundation.

  1. 1

    Capture the lead

    Keep the contact, source, notes, and next action together.

  2. 2

    Qualify and estimate

    Collect project details and turn them into a reviewed scope.

  3. 3

    Schedule and complete

    Assign work, share details, and track progress through completion.

  4. 4

    Follow up and measure

    Keep promises, outcomes, and source data connected to the record.

One workspace, built for every role.

The interface can stay focused on the work each person is responsible for.

See the whole operation without opening every record.

Review the pipeline, team workload, estimates, projects, and next actions from one operating view.

  • Organization-level visibility
  • Roles and access control
  • Connected sales and project records

Access and rollout.

The CRM owner workspace is live. Public organization registration, billing, and native apps will be opened only after their platform layers are ready.

Sign in to ADDCRM
Can I sign in now?

Yes. The owner workspace and secure password sign-in are available now. Additional users can be invited from the CRM.

Can I create a new organization now?

Public organization registration is intentionally closed while the multi-tenant account, permissions, and billing layer is being built. Access is currently controlled by the ADDCRM administrator.

Can team members have different access?

The CRM foundation includes roles and permissions. ADDCRM will add contractor-specific roles and record-level access as the team portal is introduced.

Can ADDCRM connect to n8n and phone systems?

The n8n automation service is already deployed. Twilio, Vapi, call transcription, and AI review will be introduced as separate integrations.

Will there be iPhone and Android apps?

The web interface is designed for mobile use. Native iPhone and Android apps are planned, but they are not published yet.

Start building your ADDCRM workspace.

Existing users can sign in. New organizations are currently opened by invitation.

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