Construction CRM software for the next client conversation
Keep contacts, follow-up tasks, sales pipelines, and proposals connected. Built for the way residential remodelers and general contractors manage inquiries and client relationships.
Keep the contact, the opportunity, and the next step together
Start with the sales work your team needs to review each day.
Sales stages that fit your process
Create pipeline stages, move contact cards as work progresses, and save filtered views for the opportunities you need to review.
Contact details and history
Keep homeowner details, custom fields, and activity history together so your next conversation starts with the right context.
Proposals linked to the client
Review a contact’s proposal status, dates, and totals. Open the proposal when you need to check its scope or pricing.
Follow-ups with an owner and a date
Create calls, meetings, or tasks linked to a contact or project. Assign responsibility and set the next due date.
Connected client records
Find related proposals, invoices, projects, and contracts from the contact record, with access governed by your team’s permissions.
Contact context on your phone
Review contact details, sales records, activities, and notes in the mobile app. Add a follow-up task while you are between visits.
From the first inquiry to a connected client record
Follow a residential project through contact details, sales follow-ups, and the proposal.
Proposal #P-2026-018
Draft| Line item | Cost | Markup | Price |
|---|---|---|---|
| Custom Cabinetry — Shaker Style | Cost$8,400 | Markup25% | Price$10,500 |
| Quartz Countertops (45 SF) | Cost$5,850 | Markup20% | Price$7,020 |
| Tile Backsplash Install | Cost$2,200 | Markup30% | Price$2,860 |
| Appliance Package — Premium | Cost$6,100 | Markup15% | Price$7,015 |
Connected client records
Start with the person behind the project
A kitchen-remodel inquiry has a homeowner, a scope to discuss, and a next conversation to arrange. Keep those details on the contact record before the proposal takes shape.
- Search contacts by name, email, or company
- Keep status, source, and custom contact fields together
- Review recorded activity before following up
- Maintain company records for subcontractors and suppliers
6 opportunities · $571,700 total value
Martinez Kitchen Reno
Thompson Bathroom
Nguyen Full Remodel
Davis Outdoor Kitchen
Patel Master Suite
Wilson ADU Build
Sales pipeline
Make the next sales step clear
Set up stages for the way your team handles inquiries, site visits, and proposals. Use a follow-up task to make the next action clear, then move the contact’s card when the work progresses.
- Create and arrange your own pipeline stages
- Save views with filters, sorting, and selected fields
- Assign a call, meeting, or task with a due date
- Keep the task connected to the contact or project
Sarah & James Thompson · Full Kitchen Renovation
| Line item | Cost | Markup | Price |
|---|---|---|---|
| Custom Cabinetry — Shaker Style | Cost$8,400 | Markup25% | Price$10,500 |
| Quartz Countertops (45 SF) | Cost$5,850 | Markup20% | Price$7,020 |
| Tile Backsplash Install | Cost$2,200 | Markup30% | Price$2,860 |
| Appliance Package — Premium | Cost$6,100 | Markup15% | Price$7,015 |
Grand Total
$27,395
Estimate view: internal costs, markup, and client prices.
Proposal line items
Follow the opportunity into the proposal
Open the client’s proposal from their contact record to review the scope, status, and price before the next conversation. Keep the sales history available as the job moves into project work.
- Review the contact’s linked proposal dates, statuses, and totals
- Build proposal line items with costs and markup
- Keep the client’s response connected to the proposal
- Create an invoice and link the project when you are ready
Coral Gables
Budget
$145KPaid
$87.2KCommitted
$118.5KRemaining
$26.5KProject workspace
Keep client context available as the job develops
Sales records and project work answer different questions. Use the contact to review the relationship, then open the related project for its schedule, costs, and field updates.
- Find the contact’s related proposals, invoices, projects, and contracts
- Review contact activity and notes from the mobile app
- Control access through roles and record assignments
- Use the project workspace for schedules, expenses, and daily logs
Bring your sales workflow into one place
Review the information your team needs for the next conversation and the next decision.
- Contact details, custom fields, and recorded activity together
- Follow-up tasks linked to contacts, with assignees and due dates
- Custom pipeline stages and saved views for sales reviews
- Linked proposals with dates, statuses, and totals
- Related client and project records, subject to team permissions
Walk through your contractor CRM workflow
Bring your contact fields, sales stages, and a typical proposal. See how your team’s next steps could stay connected.
FAQ
Questions about choosing construction CRM software
What is construction CRM software?
Construction CRM software helps contractors organize contacts, sales opportunities, and follow-ups. In Kaliun, a contact connects to activity history, tasks, pipeline stages, and related proposals. The wider platform also includes project work and billing. Explore the workflows for residential remodelers and general contractors to see how those records fit your work.
How do contacts, follow-up tasks, and pipelines work together?
For a kitchen-remodel inquiry, save the homeowner’s details, add the contact to your sales pipeline, and create a follow-up task with an assignee and due date. Move the card as your process progresses, and review the recorded activity before the next conversation. Tasks can also be linked to a project when work moves beyond sales. Explore project management in Kaliun for that next part of the workflow.
Where can I check construction CRM pricing and access?
Review the pricing page for current plans and billing details. Consider who needs access, which contact and project workflows your team uses, and what setup you need. You can discuss those requirements when requesting a walkthrough.
How are proposals connected to the contact record?
A contact’s linked proposals show dates, statuses, and totals, so you can review the opportunity before following up. Related invoices, projects, and contracts are also available according to your permissions. Proposal acceptance records the client’s response; creating an invoice and linking it to a project are separate steps. See estimates and proposals for the detailed workflow.
How can I evaluate Kaliun for my team?
Bring your typical contact fields, sales stages, follow-up process, and a proposal to a walkthrough. Use them to check how contact records, tasks, pipelines, and related documents fit together. Request access and the team will follow up to arrange a walkthrough and discuss setup.