Nudge CRM
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Contractors & Home Services

CRM for contractors that turns quotes into jobs

Quote follow-up is revenue. Nudge makes it automatic.

  • Mobile-friendly Today list for calls and site visits
  • Import leads + jobs from spreadsheets
  • Pipeline stages for quotes and scheduling
  • Custom fields for job type, address, permit status
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Where revenue leaks

Quotes go out… and nobody follows up.

Site visits happen… and the next step isn't assigned.

Scheduling gets messy when ownership isn't clear.

Work is real-time; your CRM shouldn't be a museum.

AI-powered import

AI import for contractor spreadsheets

If your leads live in a sheet, you're one import away from a working CRM.

Upload

Detect

Review

Import

Example import columns

Contact:Name, Phone, Email
Deal/Job:Job type, Address, Stage, Quote amount, Schedule date
Activities:Site visit date, Follow-up due date, Notes
  • Detects Customer vs Job/Deal vs Activity
  • Suggests mapping and lets you review before import
  • Dedupe + merge prevents duplicates (phones/emails)
  • Supports multi-sheet workbooks (by service line, region, crew, etc.)
  • Undo import when needed

The Nudge System

Four rules. Zero ambiguity. Every deal moves or you know why it didn't.

1

Every deal has an owner

No orphan deals. Someone is always responsible.

2

Every deal has a next step

No deal without a clear next action attached.

3

Every next step has a due date

Nothing drifts. If it's not scheduled, it's not real.

4

Your 'Today' list is the truth

Due, overdue, and done — your single source of action.

Next step required → Today list automatically updates.

Today

My tasks due today, overdue, and this week

Overdue: 2Due today: 4This week: 11
  • Send revised proposal to Nakamura Foods
  • Call Alex re: warehouse timeline
  • Review import mapping for Zoho migration

Team

Everything the team owes this week

R

Ryan

4 tasks

1 overdue
S

Sophia

6 tasks

0 overdue
A

Alex

3 tasks

2 overdue

Your 'Today' list, in your pocket.

Desktop, tablet, or phone — your next steps travel with you.

Nudge
Today2 overdue
Call distributor re: Q2 shipmentOverdue
Send updated pricing sheetDue today
Log meeting notes — MartaTomorrow
Send updated pricing

Pipelines

Pipelines built for quotes and scheduling

Run shared pipelines for crews/dispatch, personal pipelines for individual sales.

Contractor pipeline

Lead
Site visit
Quote sent
Follow-up
Scheduled
Completed

Shared pipelines for the team · Personal pipelines for each rep · Templates to get started fast

Custom fields

Custom fields that match contractor workflows

Track the details that drive your business.

Job/deal fields

Job typeAddress / areaQuote amountMaterials neededPermit statusStart dateCrew assignmentPriority

Everything you need to keep jobs moving

AI-powered CSV/XLSX import

Multi-entity, multi-sheet. Businesses, Contacts, Deals, and Activities — mapped by AI.

Shared + personal pipelines

Team pipelines for collaboration. Private pipelines for focus work.

Next step required

Owner + action + due date on every deal. Enforced, not optional.

Custom fields

On Businesses, Contacts, and Deals. Auto-created during import.

Activity timeline

Calls, emails, meetings, and notes — one thread per record.

Email capture

CC your workspace dropbox. Emails land on the right record.

CRM imports

Migrate from Pipedrive, Zoho, OnePageCRM — or plain CSV.

Comments + collaboration

Threaded discussions on any record. No more Slack side-channels.

Nudge
Today3 tasks

Call back homeowner re: roof estimate

Schedule site visit — kitchen reno

Follow up on permit approval

Simple, transparent pricing

Two plans. No enterprise math homework.

Start with a 14-day free trial. Monthly or annual billing.

Base

$5/mo

$50/year

Solo / light CRM + follow-ups

Start free trial
Most popular

Premium

$20/mo

$200/year

Teams + ownership + collaboration + advanced reminders

  • AI import + dedupe + undo
  • Custom fields
  • Multiple pipelines (shared + private)
  • Email capture (up to 1,000/mo)
  • CRM imports (Pipedrive, Zoho, OnePageCRM)
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Cancel anytime. Keep your data.

+$5/user/mo

See full pricing and comparison

Frequently asked questions

What's the best CRM for contractors?
The best contractor CRM is the one that gets used daily. Nudge focuses on next steps so quotes don't die in silence.
Can I import my lead spreadsheet?
Yes. Nudge imports CSV/XLSX and can map contacts, jobs/deals, stages, and follow-ups. You review the mapping first.
How does Nudge help with quote follow-ups?
It forces a next step with a due date: call, text, schedule, revise quote — assigned to someone specific.
Can I track addresses, job types, and permits?
Yes. Use custom fields on deals/jobs and contacts.
Does Nudge work for a small team?
Yes. It's designed for small teams that need clarity without enterprise complexity.
Will imports create duplicates?
Nudge includes dedupe + merge review based on email/phone and flags ambiguous matches.
Can I undo an import?
Yes. Undo lets you roll back safely if the spreadsheet mapping wasn't right.
Is Nudge a dispatching or field service platform?
No. Nudge is a CRM for follow-ups and pipeline workflow. Pair it with scheduling/dispatch tools if needed.

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