ALL-IN-ONE CRM FOR HOME IMPROVEMENT CONTRACTORS

Close more jobs. Run tighter projects. Know your numbers.

PITCH connects your sales team, office, production team, financials, customer communication, and integrations in one contractor-focused platform—so nothing gets lost between the appointment and the final payment.

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✓ No credit card to create a workspace ✓ Contractor-specific workflows ✓ Built for teams, not spreadsheets

DEMO WORKSPACEOwner Dashboard

OPEN LEADS246 need follow-up

ACTIVE JOBS185 scheduled

AVG. GPM41.2%job-cost visibility

Sales PipelineDemo data

Today3 appointments

10:00 AMRoof estimate

2:00 PMSiding consultation

6:00 PMBath remodel

LeadEstimateSoldProductionPaidFollow-Up

Proposal signedReady for review

One job fileEvery team stays connected

Sales / CRMWin and track more opportunities ProductionKeep jobs moving after the sale FinanceSee costs, payments, and margin OperationsKeep the whole company accountable

THE PROBLEM PITCH IS BUILT TO FIX

Your business should not live in five apps, three spreadsheets, and somebody's text messages.

Every disconnected handoff creates another chance for a lead to go cold, a scope to change, a customer to get missed, or a profitable job to turn into a bad one. PITCH keeps the customer, job, documents, tasks, communication, and financial picture together.

One customer recordSales, production, billing, and follow-up work from the same information.

One job fileEstimates, contracts, photos, change orders, costs, tasks, and payments stay together.

One source of truthOwners can see what's selling, what's stalled, what's owed, and where margin is being lost.

THE PITCH PLATFORM

Everything your contracting business needs to move from lead to revenue.

Built around four parts of the business that have to work together: sales, production, finance, and operations.

SALES / CRM

Turn more opportunities into signed work.

Give your sales team a repeatable process from the first inquiry through the signed contract—without losing visibility after the appointment.

Lead and customer management
Appointment scheduling and rep assignment
Price books and faster estimate creation
Good / Better / Best presentations
Proposals, contracts, e-signatures, and follow-up

Start selling with PITCH →

NEW LEADSmith ResidenceRoof Replacement · Retail

ESTIMATE READYGood / Better / Best3 options · digital presentation

CONTRACTSigned ✓Job moves to production review

PRODUCTION

Keep the promise your sales team made.

The sale is only the beginning. PITCH keeps the office, production team, and customer aligned as the job moves from contract to completion.

Production status board and scheduling
Tasks, assignments, and job notes
Inventory and purchase orders
Change orders and document storage
Customer communication and project portal

Build a cleaner handoff →

SOLDREVIEWORDEREDSCHEDULED

Johnson ResidenceStanding Seam RoofProduction Review

Martin ResidenceVinyl SidingMaterials Ordered

Diaz ResidenceRoof + GuttersScheduled

FINANCE

Revenue is good. Profitable revenue is better.

PITCH helps owners understand the financial performance of each job instead of waiting until the end of the month to find out what happened.

Invoices and payment tracking
Labor, material, subcontractor, permit, and other costs
Rep commissions and company fees
Gross profit and gross margin visibility
Accounting and payment integration framework

Know your numbers →

CONTRACT VALUE$24,800

JOB COST$14,420

GROSS PROFIT$10,38041.9% margin

Margin visibility by job

OPERATIONS

Run the company from facts—not guesswork.

Give owners and managers a clear operating picture while every employee sees the work and information relevant to their role.

Role-based team access and permissions
Tasks, accountability, and audit history
Reporting and KPI visibility
Customer follow-up, reviews, and referrals
API access and integration marketplace

Get your company organized →

Company SnapshotToday

12Tasks due

5Jobs scheduled

8Follow-ups

3Open change orders

Proposal signed2m

Production task completed18m

Payment recorded41m

BUILT TO HELP CONTRACTORS OPERATE BETTER

Less chasing. Less re-entry. More control.

Move faster

Standardize estimating, contracts, approvals, and handoffs so your team spends less time rebuilding the same information.

Protect margin

Keep pricing goals, job costs, commissions, and gross margin visible throughout the process.

Improve communication

Keep customer activity, internal notes, tasks, files, and project status attached to the job.

Create accountability

Know who owns the next step and where leads or projects are getting stuck.

Deliver a better experience

Create a consistent process from the first call through completion, review requests, referrals, and future work.

Scale the process

Add employees, roles, locations, and capacity without rebuilding your operating system.

ONE CONNECTED CUSTOMER JOURNEY

The job should keep selling even after it is sold.

A great project creates the next opportunity. PITCH keeps the cycle connected so completed work can lead to reviews, referrals, neighborhood follow-up, and repeat business.

1LeadCapture

→

2AppointmentAssign

→

3EstimatePresent

→

4ContractSign

→

5ProductionDeliver

→

6PaymentCollect

→

7Follow-UpReview · Refer · Repeat

CONNECT THE TOOLS YOU ALREADY USE

One platform. A growing integration marketplace.

PITCH is designed to connect accounting, communications, payments, calendars, storage, construction data, automation, and AI services. Your PITCH plan is based on team size; provider access and third-party requirements still apply.

QuickBooksTwilioStripeGoogle CalendarMicrosoft 365CompanyCamEagleViewHOVERRoofScopeGoogle DriveDropboxZapierMakeOpenAI

Create a workspace and explore PITCH →

SIMPLE PRICING BY TEAM SIZE

Choose PITCH based on the size of your business — not the tools you need.

Every plan is built around the same all-in-one contractor operating system. Your plan is determined by how many active team accounts need access.

Not sure which plan fits? Use the 30-second Plan Finder →

Small contractors and lean teams

Starter

1–3 user accounts

$99/month

A complete PITCH workspace for owner-operators and small sales teams.

Full CRM and customer management
Estimating, price book, proposals & e-sign
Custom job workflows & color tracking
Production, purchasing & job costing
Available provider integrations
Up to 3 active user accounts

Start 14-Day Trial

Professional

4–15 user accounts

$299/month

Built for growing contractors that need multiple sales, office, production, and management accounts.

Full CRM and customer management
Estimating, price book, proposals & e-sign
Custom job workflows & color tracking
Production, purchasing & job costing
Available provider integrations
Role-based access for growing departments

Start 14-Day Trial

Large or multi-location operations

Enterprise

16+ user accounts

$599/month

For larger organizations that need PITCH across a broad team or multiple locations.

Full CRM and customer management
Estimating, price book, proposals & e-sign
Custom job workflows & color tracking
Production, purchasing & job costing
Available provider integrations
Large-team and multi-location scalability

Start 14-Day Trial

Integrations are not used to force plan upgrades. Third-party provider subscriptions, API access, approvals, and usage fees may still apply.

FREQUENTLY ASKED QUESTIONS

Before you start your PITCH workspace.

What type of contractors is PITCH built for?

PITCH is designed around residential contracting and home improvement workflows, including roofing, siding, gutters, remodeling, kitchen and bath, flooring, and similar sales-driven contractor businesses.

Can my employees have separate accounts?

Yes. PITCH supports role-based team accounts so owners, administrators, sales representatives, production staff, and accounting users can work from the same company workspace with appropriate access.

Can contractors connect their own QuickBooks, Twilio, Stripe, and other services?

PITCH includes an integration marketplace and contractor-specific connection framework. Available live connections depend on provider access and the platform credentials configured for each integration—not on forcing the contractor into a larger PITCH plan.

Does PITCH handle estimates and signed contracts?

Yes. The platform includes price books, proposal creation, contract workflows, electronic signatures, change orders, and job-level document storage.

What happens after a job is sold?

The same job record can move into production review, materials, scheduling, project tracking, invoicing, payment, profitability reporting, customer follow-up, reviews, and referral activity.

Can I try PITCH before committing?

Yes. You can create a contractor workspace and begin with a 14-day trial.

WE PLUG IN. YOU WIN.

Give your business one place to sell, build, collect, and grow.

Create your PITCH workspace, invite your team, and start replacing disconnected processes with one operating system built for contractors.