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exteriors crm
The AI-first CRM and project management app for exterior companies
Managing your exterior contracting business means organizing leads, delivering estimates, scheduling multiple projects, coordinating crews, tracking materials, and meeting tight deadlines—all while delivering top-quality workmanship.
Contractors Cloud gives exterior contractors the features to streamline their operations with an AI-first exteriors CRM and project management solution designed specifically for siding, windows, gutters, and other exterior improvements.
Our software keeps everything organized so you can complete projects efficiently, exceed customer expectations, and grow your business with confidence.
Exteriors CRM features
CRM
Track and manage your contacts, from lead to prospect to customer. Exteriors CRM features for effective exterior sales and customer communication.
AI First
Our native MCP server connects AI tools like ChatGPT and Claude directly to Contractors Cloud. AI assistants can create projects, update tasks, build custom reports, schedule appointments, and more effortlessly.
Estimates + Proposals
Create fast and accurate estimates. Send professional proposals with estimates, documents, and photos for signature to win more jobs.
Scheduling
Schedule and manage your events for what trades, installers, suppliers, material lists, and work orders for a project with automations.
Custom Workflows
Create powerful custom workflows for your project processes. Build and reuse automated project plans with milestones, tasks, conditions, alerts, and more.
Materials
Automate material management with smart workflows that streamline estimates, orders, and pricing. Detailed material organization and measurements for precise ordering and cost control.
Invoicing + Financials
Manage invoices, payments, accounts receivable, and integrate with QuickBooks. Track profitability, cash flow, and expenses with financial reporting tools.
Photos
Upload, organize, and access your project photos. Create albums and capture every aspect of your projects with ease.
Project Notes
Master the details and automatically log every change or add manual notes, creating a detailed project history. Keep everything documented and organized.
Reporting
An unparalleled suite of reports to track, manage, and optimize your business across sales, financials, project management, production and more. Create custom reports, share reports, and schedule report delivery.
Tasks
What’s overdue, what’s yours, what’s next — every task across every project and crew, organized the moment you open Tasks.
Portals
Keep everyone on the same page right from their phone or laptop. Homeowners can view their schedules, photos, updates, and invoices with the Project Portal. Your crews use a Vendor Portal for work orders, tasks, updates, and photos.
SOFTWARE BUILT FOR EXTERIOR COMPANIES
Connect your exteriors company to the details that grow your business
Discover the most complete exteriors CRM and project management software for your siding, roofing, windows, and gutter installation business. Get connected to your sales, projects, ordering, scheduling, financials, and more.
Your project process, perfected—create workflows that fit you
Custom Workflows in Contractors Cloud give you unmatched flexibility to build repeatable, automated processes for any exteriors project type. Create workflow templates that standardize milestones, require conditions to move forward, send alerts, reduce errors, and improve team efficiency—so every job stays on track.
Automate key steps, ensure consistency, and scale your operations with ease. This is a game-changer for contractors looking to streamline project management and boost productivity.
Communication takes off with Jet Streams team chat
Jet Streams in Contractors Cloud is a powerful team chat tool designed to keep everyone connected and informed in your exteriors CRM. Similar to Facebook Messenger or Slack, it creates a real-time chat stream for every project, ensuring seamless collaboration across your team.
Track client history, share updates, and streamline internal communication—so nothing falls through the cracks. From scheduling production to handling warranty calls, Jet Streams keeps your team in sync and your projects running smoothly.
The exteriors CRM and support for growth
Contractors Cloud combines powerful CRM and project management features with a dedicated support team to help you succeed. Our software streamlines your workflow, while our experts provide the training and guidance you need to maximize its impact.
Contractors Cloud is amazing. What stands out for our business is its project management and accounting capabilities.
EXPERT HELP
Ask us anything!
Choosing the right CRM for your exteriors company is no small task. Have questions about features, options, or switching platforms? Our experts are here to show you how it works and answer your questions.
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