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CRM + Automation · Service

Your CRM. Your terms.

Trade-tuned pipelines. A2P-compliant SMS. Lead scoring on job value, not email opens. Built inside your account so when you leave — if you leave — you keep everything.

01

Built for contractors

Job-based pipeline stages. Crew assignments. Mobile-first because foremen aren't at desks. Heist Labs handles it natively.

02

Talks to marketing

Every lead from your website, GBP, ads, and inbox lands tagged, scored, and routed in under 30 seconds. Source attribution preserved.

03

A2P-compliant from day one

Brand registration, campaign approval, opt-in flows, STOP/HELP keyword handling. TCPA-safe.

Deep dive

How we run it

The contractor CRM problem

Most CRMs were built for B2B SaaS reps tracking deals. Yours are jobs. Different lifecycle, different metrics, different team. We build the pipeline around Estimate · Awarded · Scheduled · In-Progress · Closed — the way your business actually runs.

Automations we ship

  • Instant lead notification to foreman + Slack.
  • 3-touch follow-up sequence on every cold lead.
  • Review request triggered when a job hits "Closed."
  • No-show recovery sequence after missed estimates.
  • Lead scoring on job-value signals (home value, sq ft, urgency keywords).

Heist Labs included

You don't buy a CRM separately. Heist Labs ships with every Heist Marketing package — the system is the platform.

The Heist Way

Ready to plant your flag?

15-minute call. No pitch deck. No pressure.