The contractor CRM for home improvement, from first lead to final invoice
A home improvement CRM for in-home sales. Capture the lead, book the estimate and send good, better and best options. Then invoice the deposit, progress payments and balance.
Sound familiar?
These are the problems we hear from teams like yours every day. Laureo was built to solve them.
Web leads and referrals sit in a phone, an inbox and a notebook, and a slow reply hands the job to the contractor who answered first
Estimates are typed up at night after the visit, so the homeowner waits days for a price
One flat price invites a no, when a better and a best option might have won the job
Change orders are agreed on site and never reach the paperwork or the final invoice
Deposits and progress payments live in a spreadsheet, so nobody knows what the homeowner still owes
What you can do with Laureo
Real workflows for Home Improvement, built into Laureo.
Answer the lead before a competitor does
The form files the lead, the Lead Follow-Up agent drafts your reply for you to send, and the booking page lets the homeowner pick the time of the estimate visit.
Win more at the kitchen table
Open the quote in the installable app on a phone or tablet during the visit, walk the homeowner through the good, better and best options, and let them accept the one they choose.
Chase the quote that went quiet
When the homeowner opens the quote and does not accept it, the Quote Follow-Up agent drafts the follow-up for you to review and send. Laureo also notifies you as a quote nears its expiry date.
Get paid in stages
Raise the deposit, progress and final invoices from the accepted quote, and let Collections send reminders from your own mailbox when a payment is late, on every plan.
Turn finished jobs into referrals
Send a campaign to past customers each season, with unlimited contacts on all plans, so a finished kitchen leads to the next job on the street.
A pipeline that speaks Home Improvement
Laureo adapts its labels to your world, so your team works in the words they already use.
Speaks your language
- Deal
- job
- Contact
- homeowner
- Pipeline
- sales pipeline
- Invoice
- progress invoice
Built for the way you work
Not every team needs every feature. Here is what matters most for your workflow.
Lead forms with a drafted first reply
A form on your website files the homeowner with the project type and the address. The Lead Follow-Up agent reads it, drafts a first reply for you to send and proposes a follow-up task for its owner.
Estimate visit booking
Publish a booking page for estimate visits, with questions about the rooms, the scope and the budget. The answers arrive with the booking, and the visit lands on your Google or Outlook calendar.
Good, better, best quotes
Group three options so the homeowner can choose only one, add upgrades such as a heated floor or premium hardware as optional lines, and set quantity limits where they make sense. The homeowner builds the job on the quote page and accepts the total they built.
Revisions for change orders
Revising a sent quote keeps the version the homeowner saw and opens the next one, so Rev 2 points back to Rev 1 and both versions are kept. A rejected quote can be revised and sent again without starting over.
Deposit, progress and final invoices
Invoice the accepted quote in stages, for example a share at signing, another at rough-in and the balance at completion. Each invoice draws down what is left on the quote, so the job is never billed past the agreed total, on every plan.
Job boards after the sale
When the contract is won, open a job board from your template with demolition, rough-in, inspection and finish as milestones. Project boards are on every plan, and Business and Ultra add unlimited boards and a status page you can share with the homeowner.
One plan, 22 tools: see them all
Marketing & Communication
Deals & Revenue
- Quotes & Invoices
- Booking Pages
- Deal Rooms
Customer Support
- Tickets & Help Desk
- Knowledge Base
- Public Help Center
- Feedback
- Live Chat
- AI Customer Support Agent (add-on)
Automation
How it works
From setup to results in 5 straightforward steps.
Bring in your customers
Import past and open customers from a spreadsheet, or from a Housecall Pro, Jobber or ServiceTitan export, with their jobs where the export includes them.
Set your sales stages
Name the stages a job moves through, for example New Lead, Estimate Booked, Options Sent, Contract Accepted and In Progress, with fields for project type and budget.
Build your price list
Add your common line items and upgrade options to the products catalog, so every quote starts from the same prices and the same choices.
Publish your estimate booking page
Link it from your website and from your replies to new leads, with the questions you want answered before you arrive.
Set up getting paid
Pick the reminder sequence that chases late invoices on any plan. On Business and Ultra, connect Stripe so homeowners can pay a deposit by card.
AI agents that work for you
Five built-in agents start on their own, on a weekday schedule or when the work arrives. By default, the three on the Agents page draft what they can and ask before they change anything, Email to CRM suggests a task or a new contact on each email, and Ticket Triage sorts new tickets in Service on Ultra.
Lead Follow-Up - Highlighted for Home Improvement
AI drafts the first reply to every web lead
When a homeowner fills in your website form, the Lead Follow-Up agent drafts a first reply for you to send and proposes a follow-up task for its owner.
Integrations that matter for Home Improvement
Connect the tools you already use. No code required.
Google Workspace
Gmail sync files each email with a homeowner in your contacts on their contact record, and estimate visits booked online appear on your Google Calendar.
Microsoft 365
Outlook email and calendar sync for contractors on Microsoft, with OneDrive for the plans and contracts you share with homeowners.
Stripe
On Business and Ultra, homeowners pay deposits and progress invoices by card into your own Stripe account.
Home Improvement vs Leap
The problem
Leap CRM Essential is $79 a month for a single user only, and Team starts at $298 a month, which includes the first user, plus $99 a month for each added user. Every Leap plan is a one-year contract paid monthly.
The Laureo advantage
Laureo runs month to month on every plan, with no annual contract, and its quotes with options, milestone invoices and payment reminders come with every plan.
Your data, protected by default
Your data is encrypted in transit and at rest, walled off from every other customer, and never used to train AI models. On every plan.
Encrypted in transit and at rest
Your data is encrypted in transit and at rest, on every plan.
Your data stays yours
Every account is walled off from every other customer. No one else can see your records.
Never trains AI
Nothing you store in Laureo is ever used to train AI models.
A record of every change
See who changed a record, and when.
Dive deeper into Laureo
CRM for Home Improvement Contractors FAQ
Quick answers to the questions we hear most.
Continue exploring
Compare Laureo to alternatives, explore features relevant to Home Improvement, and see related solutions.
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