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A construction office coordinator reviewing project information.

Leads

Construction CRM software from inquiry to project.

Track inquiries, schedule visits, move each lead forward, and start an estimate or project from its saved details.

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New leads2

Maple Court additionWebsite formNew
Birch Lane deckReferralNew

Contacted1

Elm Street kitchenPhoneWarm

Site visit1

Willow Creek ResidenceWebsite formWarm

Next action: book the site visit

Estimating1

Harbor View bathFacebook leadHot

Quote sent1

Ridge Road mudroomReferralWarm

Won0

Willow Creek - Primary bath

How it works

Connect your lead source, or enter inquiries directly in Deals.

  1. Add the inquiry. Add the inquiry, notes, visit details, and follow-up date in Leads or Deals.

  2. Keep customer history together. Connected customer history appears with the lead.

  3. Set the next step. Assign an owner and job step; review any follow-up draft.

  4. Create the project. When the customer accepts, create the project from the lead and keep the customer history with the job.

Read the step-by-step Help Center article

Leads

Bring inquiries into one lead list

Capture your own inquiries

Keep referrals, walk-ins, and connected website inquiries together. The lead keeps the source, conversation, and customer permission.

Bring in connected customer updates

See available leads, messages, and appointments from your connected services. The account owner approves connections; ad spend stays separate.

Read the source guide

Leads

Choose the next step for each inquiry

See how long an inquiry has been open, its lead temperature and its next action: follow up, book a visit, prepare an estimate or start the project. Keep notes and conversations with the lead as it moves from inquiry to visit to estimate.

Leads

Follow up your way

Choose the next step from the lead. Send an email, text or call with the customer’s permission. Save the source and date of permission; opt-outs block sending, and each send attempt stays with the lead.

Branded email

Review an email preview with your logo, colors and contact details, then send through your connected company email account.

Text

Review the text preview, including your signature and opt-out instructions, before sending through the connected company number.

Your own phone or business number

Choose your phone or business number. Permission, opt-outs and local calling hours guide each call, and the activity stays with the lead.

Call talking points

HHM Intelligence drafts talking points for your call. Review the facts, customer permission and purpose before you call.

Follow-up sequences

Use follow-up sequences and appointment reminders that match your job steps.

Drafted follow-ups

HHM Intelligence prepares a follow-up for your team to review and send.

See customer tools in HHM Core PM
Leads

Book and prepare the site visit

Book the visit where you need to meet. Photos, measurements, and notes stay with the lead.

Leads

Site visit tools

Create a workspace on the lead any time to prepare quotes, notes, photos and measurements before the visit. It uses one project slot and stays with the lead when it becomes a project.

Photos and tape measurements

Capture photos with GPS tags when location is available. Save tape measurements and labels beside the photo.

Camera measuring

Where camera measuring is available, scan slowly and mark both ends of a wall or opening. Read without saving, save the measurement, or enter a tape measurement. Confirm camera measurements with a tape before you cut.

Floor plan measuring

Mark a known dimension to set the scale, then measure the length you need.

Voice dictation and notes

Dictate into text fields where the device and browser support speech to text, and keep notes with the workspace.

Choose Create quote to build a field quote from your saved measurements and photos.

Continue into the estimate
Leads

The lead becomes the job

Start a job from a lead and keep the customer, property, source and notes together. Your estimates move into the project, so your team does not retype customer details. Build the estimate.

Inquiry

Willow Creek Residence

  • Contact
  • Property
  • Source
  • Notes
Project

Willow Creek Residence

  • Contact
  • Property
  • Source
  • Notes
  • Quote history
One customer, one jobThe inquiry and project retain the customer, property and notes rather than creating a duplicate customer.

The inquiry and project share the contact, property and notes.

100%
Inquiry

Willow Creek Residence

  • Contact
  • Property
  • Source
  • Notes
Project

Willow Creek Residence

  • Contact
  • Property
  • Source
  • Notes
  • Quote history
One customer, one jobThe inquiry and project retain the customer, property and notes rather than creating a duplicate customer.

Cedar Ridge Construction · Willow Creek Residence

Text version
The inquiry and project share the contact, property and notes.
Leads

Questions

Are contractor-generated leads shared?

Leads you generate or fund stay with your company. Use Leads and Deals to set the next action.

What happens after the site visit?

Add the visit details to the lead, then create the project after the client signs. HHM Intelligence can draft follow-up for your review.

Where do past messages and appointments appear?

Set up your customer connection. Review its messages and appointments from the lead before taking the next step.

Keep the job moving

Previous stepFree leadsNext stepPhone, text, email and pushEvery toolBrowse all tools

Related pages

Contractor CRM softwareFree leadsEstimate templates for contractors

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