ContractorFlow review
A Salesforce-based contractor CRM that links sales opportunities to job workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
ContractorFlow pros and cons
- 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.
ContractorFlow fact sheet, pricing and score →
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