ContractorFlow

At a glance

• Editor score
  7.7 / 10
• Pricing
  Pricing on request
• Best for
  Contractors linking sales opportunities to production
• Bid tracking
  Yes
• Facts checked
  23 Sep 2026

• Where it wins

  • Configurable sales stages pair with revenue forecasting.
  • Approved opportunities can automatically create orders.
  • Estimating, scheduling, and job-margin tracking connect sales to production.

• Where it doesn't

  • Pricing requires contacting sales for a personalized demo.
  • Email is the only listed support channel.
  • Its Salesforce foundation may not suit teams seeking a standalone CRM.

Our verdict on ContractorFlow

ContractorFlow is a contractor-focused CRM built on Salesforce for managing sales and operational workflows. It is aimed at contractors, including roofing and exterior remodeling businesses, that want to carry opportunities from lead tracking and estimating into scheduling and production. The product also supports reporting and dashboards, with web, iOS, and Android access described in its product details. Its central appeal is connecting the sales pipeline with the work that follows a sale, rather than treating CRM as a separate contact database.

The workflow spans configurable sales stages, revenue forecasting, and contractor estimating with three quote options. Once an opportunity is approved, it can automatically create an order, linking the sales decision to downstream production management. Scheduling, job costing, project margin tracking, and sales and production reports extend that connection into delivery and review. This scope is relevant for teams that want sales and operations to share a workflow; businesses seeking only lead capture or a lightweight contact manager may find the operational breadth unnecessary.

ContractorFlow lists integrations with QuickBooks, EagleView, CompanyCam, PandaDoc, and Hover. It is cloud- and mobile-deployed, and the vendor describes mobile-enabled access; an official App Store listing identifies an iPhone app. According to the vendor's pages, buyers are offered personalized demos, while public plan pricing is not presented there, so evaluation begins with a sales conversation rather than a published tier comparison. Contractors should shortlist it when linking estimating and approved sales to production and margin tracking matters. Teams that need publicly listed pricing, or want a CRM separate from a contractor operations workflow, should compare alternatives.

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ContractorFlow pricing

ContractorFlow fact sheet

ContractorFlow integrations

ContractorFlow lists 5 integrations on its own site.

• QuickBooks
• EagleView
• CompanyCam
• PandaDoc
• Hover

See all ContractorFlow integrations →

Alternatives to ContractorFlow

• ProcoreA broad construction management platform with strong project controls and mobile access.9.4
• Deltek VantagepointA broad project-finance and staffing system for firms that can work with sales-led pricing.9.1
• CMiCBroad construction project and financial controls suit contractors seeking one connected ERP.8.9

See all ContractorFlow alternatives →

Featured on iTechGuides

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update