For contractors & trades
A contractor CRM that follows every estimate to a booked job.
Ocliq helps contractors and home-service companies capture inbound demand, keep every customer conversation in one inbox, follow up on estimates automatically, and reduce the admin that keeps owners in the office instead of on jobs.
Common contractor bottlenecks
Estimates without a cadence
You send a quote, then get busy on site. Days later the homeowner has already signed with someone who followed up.
Messages scattered across phones
Texts on personal phones, emails in a shared inbox, and voicemails nobody logged — the team cannot see the full customer story.
No shared pipeline
When leads live in sticky notes, you cannot forecast the week or coach the team on stalled opportunities.
Repeat customers fall quiet
Without reactivation and review processes, your best marketing channel — past customers — goes cold.
How Ocliq supports contractors
One place for leads and conversations
Website forms, calls, and SMS threads attach to the customer record so anyone on the team can pick up the conversation.
Estimate follow-up that does not sound robotic
Automation sequences keep quotes warm with timing you control — so follow-up is consistent without feeling spammy.
Jobs and stages you can actually manage
Move opportunities from new lead to estimate sent to booked to completed, with tasks that keep handoffs clean.
Reviews and referrals after completion
Ask for the Google review while the job is still fresh, and keep past customers in a simple reactivation loop.
Built for service-company reality
- Lead capture from ads, website, and referrals
- Unified inbox for team visibility
- Automated estimate and appointment follow-up
- Pipeline stages matched to how you sell work
- Reminders that reduce no-shows
- Review requests after completed jobs
Contractor CRM FAQ
Is this only for large crews?
No. Solo operators and small teams use Ocliq to stop leaking follow-ups. Growing companies use the same system so process stays consistent as they add staff.
Can you customize workflows for how we bid?
Yes. Ocliq sells software and hands-on implementation. When off-the-shelf stages are not enough, our team can configure or build around your process.
How is this different from a generic CRM?
Generic CRMs expect you to invent the service-business process. Ocliq focuses on lead response, estimate follow-up, appointments, conversations, and reputation — the loop that books work.
Map Ocliq to your estimate-to-job process
See a walkthrough on your lead sources and how follow-up would run after quotes leave your desk.
Book a demo