Best Contractor CRM Software (2026)

1 votes 5.0★

How They Compare

11 Products Compared

Best 4.0+ 3.0–3.9 <3.0

Product	Pipeline	Mobile	Setup	Features	Trade	Integrations	Estimates	AI	Value	Score
JobNimbus	4.8	4.7	4.2	4.7	4.8	4.8	4.7	4.4	3.5	4.6	Review
Jobber	4.7	4.8	4.8	4.2	4.0	4.6	4.3	4.1	5.0	4.5	Review
AccuLynx	4.2	4.2	4.0	4.9	5.0	4.7	5.0	3.5	3.8	4.4	Review
ServiceTitan	4.8	4.2	3.2	5.0	4.7	4.1	4.3	4.6	2.5	4.3	Review
Housecall Pro	4.2	4.4	4.6	4.1	4.2	4.4	3.8	4.2	4.5	4.3	Review
QuoteIQ	4.4	4.7	4.2	4.3	4.2	3.2	4.8	4.9	4.8	4.3	Review
Roofr	3.5	3.8	4.5	3.0	4.5	3.0	4.7	3.0	4.5	3.8	Review
Podium	2.5	4.2	3.5	3.5	3.2	4.3	1.5	4.6	2.0	3.3	Review
Keap	4.2	2.5	2.8	4.2	2.0	3.0	3.2	3.8	2.0	3.1	Review
Thryv	3.2	3.0	3.8	4.0	2.2	2.8	2.5	3.5	2.5	3.1	Review
HubSpot	4.3	2.5	2.8	4.5	1.5	3.0	2.0	4.0	2.0	3.0	Review

What We Measure

Methodology →

16% Pipeline & Automation

Quality of the lead-to-job pipeline management — board views, stage customization, automation triggers, follow-up sequences, and how much of your back-office work runs automatically

15% Mobile Field App

How well the mobile app serves field crews — speed, reliability, photo capture, status updates, estimates in the field, and whether your techs will actually use it on the job site

11% Setup & Onboarding

How quickly a contractor can get up and running — onboarding complexity, configuration burden, learning curve for field crews, and quality of implementation support

11% Feature Depth

Power and completeness of the platform's core capabilities — advanced workflows, reporting depth, edge-case handling, and how far the platform can scale as your business grows

12% Trade Specialization

How purpose-built the platform is for contractor trades — job phases, trade terminology, trade-specific integrations, and workflows that match how field service businesses actually operate

14% Integrations

Breadth and quality of connections to the tools contractors rely on — QuickBooks, CompanyCam, EagleView, material suppliers, payment processors, and API/Zapier for custom workflows

10% Estimating & Proposals

Depth of estimate building — material pricing integrations, aerial measurement tools, proposal presentation quality, and how fast you can get from measurement to signed contract

7% AI & Smart Automation

AI-powered capabilities including call answering, job analytics, smart scheduling, and how actively the platform is developing intelligence tools that save contractor time

4% Value for Team Size

Real cost for a typical contractor team — pricing transparency, per-user vs flat-rate model, free trial availability, and total cost of ownership when you factor in users and required add-ons

Pick by Trade · Fast Match

Your trade, the right CRM — one row at a time

Tap any row for the full review. Full Trade Match Guide further down covers alternatives and side-by-sides for each trade.

Roofing

Pipeline + workflow automation + AssistAI

Insurance scope, supplement, depreciation

Dispatch board, service agreements, AI pricing

Built-in payments + dispatch + auto-comms

Enterprise dispatch + service-call workflows

Pressure wash · lawn · cleaning · window · pool

Broad trade coverage, easy setup, low entry

Before/After AI + AI Estimator + crew scheduling

from $29.99/mo

→

Need alternatives or side-by-sides? The full Trade Match Guide below covers 2-3 picks per trade with fit-level badges.

If you’re still running your business out of a spreadsheet and a texting app, you’re leaving money on the table every single week. Missed follow-ups, leads that slip through the cracks, homeowners calling back and nobody remembering what they were quoted — every one of those is a job that went to the competitor who called back first.

A contractor CRM (Customer Relationship Management system) is one place to track every lead, every job, every customer from first call to final payment. In 2026, the best contractor CRMs go well beyond that — they automate follow-ups, generate estimates, dispatch crews, process payments, and use AI to handle the busywork that used to eat your evenings.

I’ve run several of these platforms across my own contracting businesses. Here’s what actually works, who each platform is built for, and where they’ll let you down.

JobNimbus

Best Overall Contractor CRM

★★★★½ 4.5

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AI-Powered Best Overall From $225/mo 14-Day Trial Built for Roofing

Kanban board pipeline Workflow automation AssistAI call answering 30+ integrations

Dimension Scores4.6/5 ★★★★½ Dimension Avg

Pipeline & Automation

4.8/5

Mobile Field App

4.7/5

Setup & Onboarding

4.2/5

Feature Depth

4.7/5

Trade Specialization

4.8/5

Integrations

4.8/5

Estimating & Proposals

4.7/5

AI & Smart Automation

4.4/5

Value for Team Size

3.5/5

JobNimbus is the CRM I use to run my own roofing operation, and it’s the platform I recommend first to most roofing contractors. It was built by people who understand how roofing businesses actually work — from the initial lead call to the final supplement check.

What it does best: Pipeline management and workflow automation. You set up your stages — Lead, Appointment Set, Inspected, Contract Signed, Materials Ordered, Production, Complete — and JobNimbus moves jobs through each stage with automations that fire off texts, emails, and task assignments automatically. New lead comes in, your sales rep gets notified immediately. Contract signed, your production manager gets a task. It runs in the background without anyone managing it.

The board view is what hooks most contractors. Every job is a card you drag across columns. At a glance you see exactly where every job stands. No spreadsheets, no “what stage is the Smith job at?” texts.

Their AI features are practical. AssistAI is a 24/7 AI phone answering service that captures leads when you’re on a roof and can’t pick up. Scout (currently in beta) lets you create jobs and update records via voice command from the field. These aren’t gimmicks — they recover revenue you’d otherwise miss. Full breakdown in our JobNimbus AI Features Guide, the operational playbook for what to actually build is in our JobNimbus Automations for Roofers Guide, and the broader software-first lead-generation landscape (including how JN fits against GHL, Alivo, and paid lead services) is covered in our Best Roofing Lead Generators (2026) guide.

Real cost for a 5-person team: Approximately $600-$700/month including the Engage texting add-on. The base plan is flat-rate, not per-user, which matters as your team grows.

Who it’s for: Roofing contractors, restoration companies, and general contractors who want a CRM purpose-built for their workflow.

Key limitation: Per-user add-ons for roles and the Engage texting add-on ($49-$249/month extra) make the real cost higher than the base plan suggests. The mobile app also gets mixed reviews from field crews.

QuoteIQ

Best AI-Forward Field CRM

★★★★½ 4.5

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AI-Powered Best AI-Forward From $29.99/mo 14-Day No-Card Trial Built for Exterior Trades

AI Autopilot · 35 tools 24/7 Virtual Call Team Unlimited users on Max QuickBooks Online sync

Dimension Scores4.4/5 ★★★★½ Dimension Avg

Pipeline & Automation

4.4/5

Mobile Field App

4.7/5

Setup & Onboarding

4.2/5

Feature Depth

4.3/5

Trade Specialization

4.2/5

Integrations

3.2/5

Estimating & Proposals

4.8/5

AI & Smart Automation

4.9/5

Value for Team Size

4.8/5

QuoteIQ is what happens when two contractors get tired of stitching together five tools and build their own. Mike Vidan (Savannah pressure washing operator) and Justin Rogers (Louisiana service-business YouTuber, 744K subscribers) launched it in October 2023, bootstrapped it to 40,000+ users without venture funding, and shaped it around the exterior and maintenance trades that Jobber and Housecall Pro half-cover.

What it does best: AI bundled on every plan. Where competitors paywall AI features into upper tiers, QuoteIQ ships AI Autopilot (35-tool natural-language CRM control), Virtual Call Team (24/7 AI receptionist), AI Estimate Generator (photo → priced quote), and four more AI capabilities onto the $29.99 entry plan. Combined with InstaQuote customer self-quoting, MapMeasure Pro satellite measurement, and a meaningful February 2026 UI overhaul, the platform packs broader AI access than most field CRMs offer at this price band.

Real cost math: A 10-person team runs $299/month flat on the Elite tier ($29.90/user/month). A 30-person team runs $699/month on the Max tier ($23.30/user/month). Per-seat competitors like Jobber and Housecall Pro typically land at $700+/month for the same 10-person team before add-ons. The break-even where QuoteIQ Max wins on price alone lands around 8-10 active users.

Who it’s for: Pressure washing, lawn care, house cleaning, window cleaning, pool service, pest control, snow removal, holiday lighting, sealcoating, and adjacent exterior or maintenance trades — crews 1-30 employees where per-seat CRM pricing has started to compound.

Key consideration: The native integration ecosystem outside QuickBooks Online is still building — no native CompanyCam, EagleView, Hover, Wisetack, or Zapier-grade marketplace as of May 2026. QuickBooks Desktop users will need to migrate to QBO first. The May 2026 “New” labels (Consumer Financing, Client Portal, AI Smart Import) suggest the integration roadmap is actively shipping, but verify what’s live on a demo before committing.

ServiceTitan

Best for HVAC, Plumbing & Electrical

★★★★½ 4.5

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AI-Powered Best for HVAC/Plumbing/Electrical From $245/mo Built for Trades

Dispatch board AI call analytics Service agreements Pricebook & proposals

Dimension Scores4.3/5 ★★★★½ Dimension Avg

Pipeline & Automation

4.8/5

Mobile Field App

4.2/5

Setup & Onboarding

3.2/5

Feature Depth

5/5

Trade Specialization

4.7/5

Integrations

4.1/5

Estimating & Proposals

4.3/5

AI & Smart Automation

4.6/5

Value for Team Size

2.5/5

ServiceTitan is the 800-pound gorilla in the mechanical trades. If you run a mid-to-large HVAC, plumbing, or electrical company, you’ve probably already heard the pitch — and most of it is accurate. ServiceTitan is the most feature-complete platform for service-call based trades, period.

What it does best: Everything under one roof, scaled for complexity. The dispatch board is the best in the industry for managing multiple techs across a service area. Service agreement management — recurring maintenance contracts, renewal reminders, preferential booking — is built in. The pricebook and good/better/best proposal tools let techs close jobs on a tablet at the customer’s kitchen table without calling the office.

The AI features are genuinely impressive and differentiated. Call analytics use AI to transcribe and grade every incoming call — booking rate, missed opportunities, coaching moments for CSRs. Pricing intelligence uses historical data to surface price optimization suggestions. These are the kinds of tools that move revenue numbers.

Real cost: $245/month is the entry point, but most implementations land at $400-700/month once modules, additional users, and onboarding fees are included. No free trial — you’re committing before you can test it. Implementation takes weeks, sometimes months.

Who it’s for: HVAC, plumbing, and electrical companies with 5+ technicians that need enterprise-level dispatching, call analytics, and service agreement management. Smaller shops usually find it overkill.

Key limitation: The steepest learning curve in the category. Multiple contractors running 2-3 trucks have tried ServiceTitan, gotten overwhelmed by the complexity and cost, and switched back to something simpler. Know your scale before you commit.

Jobber

Best Value CRM for Contractors

★★★★½ 4.6

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AI-Powered Best Value From $39/mo 14-Day Trial

Client hub portal Jobber Copilot AI Online booking QuickBooks sync

Dimension Scores4.5/5 ★★★★½ Dimension Avg

Pipeline & Automation

4.7/5

Mobile Field App

4.8/5

Setup & Onboarding

4.8/5

Feature Depth

4.2/5

Trade Specialization

4/5

Integrations

4.6/5

Estimating & Proposals

4.3/5

AI & Smart Automation

4.1/5

Value for Team Size

5/5

Jobber punches well above its price point. At $39/month for the Core plan, you get a CRM, scheduling, quoting, invoicing, and basic field service management — everything a small crew needs, in one affordable package.

What it does best: Simplicity and speed to operational. Jobber is the easiest contractor CRM to set up and start using. Most contractors are fully operational the same day. The interface is clean, the mobile app works reliably, and the learning curve is almost flat for a team that’s never used a CRM before.

Jobber Copilot AI assists with drafting professional quote follow-ups, generating job descriptions, and writing customer communications. Not a replacement for anything — it just removes the friction from the writing that most contractors put off.

The client hub is a standout feature: customers get a portal to approve quotes, make payments, and view job history. It makes a 2-person operation look as polished as a company ten times its size.

Pricing: $39/month Core, $119/month Connect (automated follow-ups, online booking), $199/month Grow (job costing, GPS tracking). Even the top tier is cheaper than most competitors’ entry plans.

Who it’s for: Solo operators, small crews (1-10 employees), and multi-trade businesses that need an affordable, no-fuss platform. Works well across landscaping, painting, plumbing, electrical, cleaning — really any service trade.

Key limitation: Feature ceilings start showing around 15-20 employees. Lacks the advanced dispatching depth, pricebook sophistication, and reporting of ServiceTitan or Housecall Pro. Designed to be the best small-business CRM, not the most scalable.

Housecall Pro

Best Mid-Range CRM

★★★★½ 4.4

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AI-Powered Best Mid-Range From $59/mo 14-Day Trial

Built-in Instapay payments Automated review requests Google LSA integration Drag-and-drop dispatch

Dimension Scores4.3/5 ★★★★½ Dimension Avg

Pipeline & Automation

4.2/5

Mobile Field App

4.4/5

Setup & Onboarding

4.6/5

Feature Depth

4.1/5

Trade Specialization

4.2/5

Integrations

4.4/5

Estimating & Proposals

3.8/5

AI & Smart Automation

4.2/5

Value for Team Size

4.5/5

Housecall Pro sits at the right point between Jobber’s simplicity and ServiceTitan’s complexity. At $59/month, you get more than Jobber without the steep learning curve and costs of ServiceTitan.

What it does best: Payments and customer communication. Housecall Pro’s built-in payment processing (Instapay) is genuinely strong — customers pay from an invoice link on their phone via credit card, ACH, or financing. The platform also excels at automated appointment reminders, follow-up messages, and review requests that reduce no-shows and build your Google rating organically.

The dispatch board handles businesses with 5-15 technicians without strain. Drag-and-drop scheduling, GPS tracking, and a clean calendar that doesn’t require training to navigate.

Housecall Pro has also added AI call answering capabilities, putting it in line with its competitors on that front.

Pricing: $59/month Basic (1 user), $129/month Essentials (1-5 users), custom MAX pricing for larger teams. Per-user costs are baked into tiers rather than charged separately.

Who it’s for: Home service businesses with 3-15 employees who’ve outgrown Jobber but don’t need ServiceTitan. Especially strong for HVAC, plumbing, electrical, and cleaning companies.

Key limitation: Reporting isn’t deep enough for data-driven operators. Job costing and margin analysis are limited compared to ServiceTitan. Also, the estimating tools aren’t built for the complexity that roofing or restoration contractors need.

AccuLynx

Best CRM for Roofing Estimating

★★★★½ 4.4

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AI-Powered Best for Roofing Estimating From $250/mo 14-Day Trial Built for Roofing

6 aerial measurement integrations Direct material ordering Insurance supplement tracking Smart(er) Docs proposals

Dimension Scores4.4/5 ★★★★½ Overall

Pipeline & Automation

4.2/5

Mobile Field App

4.2/5

Setup & Onboarding

4/5

Feature Depth

4.9/5

Trade Specialization

5/5

Integrations

4.7/5

Estimating & Proposals

5/5

AI & Smart Automation

3.5/5

Value for Team Size

3.8/5

AccuLynx does one thing and does it with conviction: roofing. Every feature is built around the roofing sales and production cycle — from aerial measurement to signed contract to material order to production scheduling, all in one system without leaving the platform.

What it does best: The estimating and material ordering chain. AccuLynx integrates directly with six aerial measurement providers (EagleView, Hover, Geospan, GAF QuickMeasure, RoofSnap, RoofScope) and three major distributors (ABC Supply, SRS Distribution, QXO). You order a measurement, it auto-populates your estimate, you approve the job, the material order goes to your supplier — all without a phone call or manual data entry. For a busy roofing company, that chain eliminates hours per week and cuts ordering errors.

The Smart(er) Docs proposal builder generates professional proposals with tiered pricing options and auto-populated contract templates. Insurance supplement tracking is built into the job record. The AI lead scoring (Lead Intelligence) ranks your pipeline by close probability.

Real cost: The Essential Plan starts at $250/month. Larger teams move to per-user pricing ($60-$120/user/month). Add-ons for texting, the proposal builder, and the customer portal push total costs higher. A 10-person team typically runs $800-$1,500/month all-in.

Who it’s for: Dedicated residential roofing companies — especially those doing insurance restoration work, ordering aerial measurements at volume, or supplied primarily by ABC, SRS, or QXO.

Key limitation: Roofing only — zero multi-trade flexibility. If you do any other trade, you need a separate system for that work. The mobile app also has consistent complaints about photo management and search functionality.

Keap

Best All-in-One CRM + Marketing for Small Contractors

★★★½☆ 3.6

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AI-Powered From $299/mo 14-Day Trial

Visual automation builder Native QuickBooks sync Keap Pay payments Built-in SMS + email

Dimension Scores3.5/5 ★★★½☆ Dimension Avg

Workflow & Automation

4.5/5

Email & SMS

4/5

Lead Nurture

4.3/5

Contractor Fit

2/5

Ease of Use

3/5

AI & Smart Triggers

3.8/5

Integrations

3.2/5

Value for Team Size

2.2/5

Keap is the legacy all-in-one platform for small businesses — formerly known as Infusionsoft, now owned by Thryv since their $80M acquisition in October 2024. It’s the only marketing automation platform in this roundup with a native QuickBooks Online integration, which genuinely matters for contractors doing job-costing in QuickBooks.

Why it’s on this page: Keap bundles CRM, marketing automation, email, SMS, landing pages, invoicing, and payments (Keap Pay) into a single platform. For small contractors who want one login rather than a stitched-together stack of Jobber + ActiveCampaign + QuickBooks + a texting app, the consolidation is real. The visual automation builder is widely praised as the crown jewel of the product.

What holds it back: Pricing and commercial practices. $299/month is the floor (2 users, 1,500 contacts) plus a mandatory $499-$1,500 implementation fee. That’s 3-7x more expensive than Jobber + a simple email tool for comparable functionality. Trustpilot rating sits at 1.2/5 across 480+ reviews — the themes are consistently about phone-only cancellation, early termination fees, and billing disputes after attempted cancellation. The Capterra rating is 4.1/5 (1,298 reviews) because people evaluating features love it; the Trustpilot gap reflects people trying to leave.

Bottom line: Works for small contractors with long sales cycles who will stay on the platform 3+ years and use the QuickBooks integration. Skip if you might want to cancel within 12 months — the contract terms are not designed to make leaving easy.

Podium

Best Communication Layer for CRM

★★★½☆ 3.7

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AI-Powered From $399/mo Built for Home Services

AI Employee (24/7 lead response) Automated review collection Unified inbox (text, call, chat) Text-to-pay payments

Dimension Scores3.3/5 ★★★☆☆ Dimension Avg

Pipeline & Automation

2.5/5

Mobile Field App

4.2/5

Setup & Onboarding

3.5/5

Feature Depth

3.5/5

Trade Specialization

3.2/5

Integrations

4.3/5

Estimating & Proposals

1.5/5

AI & Smart Automation

4.6/5

Value for Team Size

2/5

Podium is not a CRM — and that’s important to understand before you compare it to the five platforms above. It’s a communication and reputation platform that sits in front of your CRM, handling the customer-facing layer: inbound texts, phone calls, webchat, review collection, and payments.

Why it’s on this page: Contractors who already run one of the CRMs above often pair it with Podium to solve two specific problems — slow lead response times and thin Google review counts. Podium’s AI Employee responds to leads within 60 seconds around the clock, and its automated review requests via text have driven 2-20x increases in review volume for home service businesses.

The catch is cost. At $399/month with annual contract lock-in, you’re adding a significant expense on top of your CRM. For shops running 5+ trucks with ServiceTitan or Housecall Pro, the ROI math usually works. For smaller crews, cheaper alternatives cover the basics — Rosie for AI call answering at $49/month, or NiceJob for review collection at $75/month.

Thryv

Best All-in-One for Non-Technical Contractors

★★★☆☆ 3.3

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AI-Powered From $228/mo 14-day free trial

CRM + scheduling + invoicing Social media + reputation management 30+ directory listings sync Free unified inbox (Command Center)

Dimension Scores3.1/5 ★★★☆☆ Dimension Avg

Pipeline & Automation

3.2/5

Mobile Field App

3/5

Setup & Onboarding

3.8/5

Feature Depth

4/5

Trade Specialization

2.2/5

Integrations

2.8/5

Estimating & Proposals

2.5/5

AI & Smart Automation

3.5/5

Value for Team Size

2.5/5

Thryv is the all-in-one option — CRM, scheduling, invoicing, payments, social media management, reputation management, email marketing, listings sync, and a website builder in a single platform. For contractors who want one login instead of five separate tools, the consolidation is genuine.

Why it’s on this page: Thryv is the only platform here that includes marketing tools (social media, email campaigns, listings management) alongside CRM and operations features. If your biggest problem is getting found online rather than managing field crews, Thryv addresses both in one platform. The free Command Center (unified inbox with SMS, webchat, and calls) is a no-risk entry point.

The caveats are significant. Thryv is a rebranded Yellow Pages company (Dex Media → DexYP → Thryv) with aggressive sales culture DNA — the BBB has received 300+ complaints in the past 12 months, and the Trustpilot rating is 2.3/5. The CRM is generic rather than contractor-specific: no dispatch routing, no crew management, no trade workflows. And at $228+/month for Business Center alone ($456/month bundled with Marketing Center), it’s more expensive than purpose-built tools like Jobber that handle field service operations better.

HubSpot

Marketing Platform for Large Contractors — Not a CRM Replacement

★★★½☆ 3.5

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AI-Powered Free / From $9/seat Free Forever Tier

Breeze AI agents + Copilot Marketing Hub automation 1,946+ app integrations Genuinely free CRM tier

Dimension Scores3.0/5 ★★★☆☆ Dimension Avg

Pipeline & Automation

4.3/5

Mobile Field App

2.5/5

Setup & Onboarding

2.8/5

Feature Depth

4.5/5

Trade Specialization

1.5/5

Integrations

3/5

Estimating & Proposals

2/5

AI & Smart Automation

4/5

Value for Team Size

2/5

HubSpot is on this page for one reason: contractors keep asking about it. The honest answer is that HubSpot is not a contractor CRM, and trying to bend it into one is a mistake most small operators regret within six months.

Why it’s on this page: HubSpot is the most-deployed marketing-led platform on the market with 288,000+ customers across 135+ countries. For a commercial contractor running real inbound marketing — content, paid ads, lead nurture — Marketing Hub Professional is a legitimate tool. But it should always sit alongside a real contractor CRM like JobNimbus or ServiceTitan, never replace one.

The disqualifiers for most contractors: zero native integrations with any contractor CRM, no job scheduling, no dispatch, no crew management, no insurance supplement tracking, no material ordering, no aerial measurement connections. The Starter-to-Professional pricing cliff is brutal — $15/seat/month jumps to $800/month minimum plus a mandatory $3,000 onboarding fee the moment you need automation. Annual contracts with auto-renewal and no mid-contract downgrade trap customers; the BBB has 65 complaints in three years and HubSpot failed to respond to 56 of them.

For the ~5% of contractors who genuinely need marketing automation at scale (large commercial operations with dedicated marketing staff), read the full breakdown. For everyone else, pick a trade-specific CRM from the list above.

Specialist Cross-Listing Worth Knowing About

Roofr is primarily an estimating platform but ships a light CRM (kanban job board, contact records, basic pipeline tracking) that’s sufficient for solo through 5-person residential roofing operations. Roofr’s CRM weighted score is 3.8/5 — meaningfully behind JobNimbus and AccuLynx on production-roofing depth (no route optimization, no inventory, no business phone, no native CRM-side integrations beyond Zapier), but ahead of them on setup ease (free Starter tier, no per-seat pricing, no credit card to evaluate). Best fit: roofers who want measurement and CRM in the same UI without paying for JobNimbus’s depth. Above 5 people or on production workflow, JobNimbus and AccuLynx are the right picks.

CRM Pricing Comparison: What You’ll Actually Pay in 2026

Platform	Starting Price	Pricing Model	Free Trial	AI Features
JobNimbus	$225/mo	Flat rate + per-user add-ons	14 days	Yes — AssistAI, Scout
QuoteIQ	$29.99/mo	Flat rate (no per-user fees)	14 days, no card	Yes — AI Autopilot (35 tools), Virtual Call Team, AI Estimator on every plan
ServiceTitan	$245/mo	Base + modules	No trial	Yes — call analytics, AI pricing
Jobber	$39/mo	Tiered plans	14 days	Yes — Copilot AI
Housecall Pro	$59/mo	Tiered plans	14 days	Yes — AI call answering
AccuLynx	$250/mo	Flat rate (Essential)	14 days	Yes — AI lead scoring
Keap	$299/mo	Single plan + contact scaling	14 days	Yes — AI Automation Assistant, SmartSend AI
Podium	$399/mo	Tiered plans + add-ons	14 days	Yes — AI Employee
Thryv	$228/mo	Per-location + bundles	14 days	Yes — AI Lead Flow, CaptionAI
HubSpot	Free / $9/seat	Per-seat + hub bundles	Free forever tier	Yes — Breeze AI agents + Copilot

Two things worth flagging in this table. First: JobNimbus and ServiceTitan look expensive at first glance, but both offer unlimited users. A 10-person team on AccuLynx’s per-user tier could hit $1,000/month — more than JobNimbus’s all-in cost at that same team size. Always model your real team size before comparing sticker prices.

Second: every platform now has AI features in some form. The category has shifted — choosing a CRM with zero AI investment is choosing a platform that falls further behind every quarter.

Third: HubSpot’s “$9/seat” and free tier look cheap on this table, but the real cost lands around $800-$1,500/month once you cross into Marketing Hub Professional — which is the threshold most contractors hit within a quarter. The sticker price is not the operating price.

Where the Math Actually Changes — Real Cost at Team Size

The pricing table above tells you the entry-level number. This grid tells you what happens to that number as you grow. Per-seat CRMs compound; flat-rate CRMs don’t. Both models can win — the question is at what team size.

Real Cost · By Crew Size

Best Value at Each Team-Size Tier

Per-seat pricing wins under ~5 users. Flat-rate wins above ~8. The transition zone (5-8 users) is where most contractors get the math wrong on their first CRM.

Solo · 1 User

Best Total Cost

$29.99/mo · AI bundled · 14-day no-card trial

Jobber close at $39/mo · zero AI difference at this tier

Small · 2-5

Best Total Cost

$149-$229/mo · choice splits on AI need

HCP at $59-$249/mo also competitive

★ Mid · 5-10

Best Total Cost

QuoteIQ Elite

$299/mo flat · 10 users included · $29.90/user

JobNimbus ~$500-700 with Engage + per-user fees

Large · 10-30

Best Total Cost

QuoteIQ Max

$699/mo flat · unlimited users · $23-$70/user

AccuLynx $250+ flat for roofing-only · ST $2,450+ for HVAC

Enterprise · 50+

Best Total Cost

QuoteIQ Max

$699/mo flat vs $12,250+/mo ServiceTitan

QuoteIQ wins on price · ServiceTitan wins on enterprise depth

The pattern: Per-seat CRM pricing compounds — at 20 users on ServiceTitan you're past $4,900/mo. Flat-rate CRMs (QuoteIQ Max, AccuLynx) stay flat. The break-even where flat-rate wins on price alone lands around 8-10 active users. Above that, the gap widens fast.

What to Look For in a Contractor CRM

Five things matter. Everything else is noise.

1. Trade-specific workflows

A CRM designed for your trade saves weeks of setup time. Roofers need pipeline stages that match how insurance jobs flow. HVAC techs need dispatch-centric workflows and service agreements. Plumbers need emergency call routing. Don’t buy a generic CRM and try to bend it into a contractor tool — the platforms built for trades give you this out of the box.

2. Mobile app quality — not the marketing screenshots

Your CRM is useless if your field crews won’t use it. Before committing to anything, download the app, create a test job, add photos, update a status, generate an invoice, and do a signature capture. If any step feels slow or clunky, it’ll feel worse at 7 AM on a job site. Your crews will revert to texting you within two weeks.

3. Automation that fires when it should

Every CRM in 2026 claims to have automation. Test it. Set up a trigger: “When a new lead is created, send a text and assign a follow-up task.” Run it 10 times. Did it fire every time? Was the text received in under 30 seconds? Did the task appear on the right person’s list? Automation that works 90% of the time is worse than no automation — because you think it’s running when it’s not.

4. Integration with the tools you already use

Your CRM needs to talk to QuickBooks (virtually every contractor’s accounting software) and CompanyCam (if you’re doing photo documentation the right way). Check native integrations first. Then check Zapier compatibility. A CRM that doesn’t connect to your existing tools forces double data entry, which defeats half the purpose of having a CRM.

5. Total cost for your actual team size

Per-user pricing is the hidden budget killer. What looks like $60/user/month becomes $600/month for a 10-person team before add-ons. Model your full monthly cost at your actual team size, including texting features, additional integrations, and any modules that aren’t in the base price. The sticker price and the real cost are rarely the same number.

Trade Match Guide

Which CRM Fits Your Trade?

Based on workflow fit, integrations, and real contractor feedback across each trade

Built For This Works Well Use With Limits Look Elsewhere

Roofing

Two great options, different strengths

Best Overall Built For This

Pipeline, automation, AI call answering

Best for Estimating Built For This

Aerial measurement → material order chain

JN Trade Fit → AL Trade Fit → Compare →

Restoration

Insurance workflow specialists

Best for Supplements Built For This

Supplement tracking, adjuster workflows

Also Strong Built For This

Customizable insurance claim pipeline

AL Trade Fit → JN Trade Fit →

Siding & Exteriors

Roofing CRMs extend well here

Top Pick Works Well

Handles gutters, siding alongside roofing

If Estimating Is Priority Works Well

Strong on gutters; measurement integrations

JN Trade Fit → AL Trade Fit →

Solar

Best paired with a roofing CRM

Best Option Works Well

Flexible pipeline for solar + roofing combos

With Roofing Work Use With Limits

OK if solar is secondary to roofing work

JN Trade Fit → AL Trade Fit →

HVAC

Dispatch & service agreements matter most

Enterprise (5+ Techs) Built For This

Dispatch board, service agreements, AI analytics

Small Shop (1–5 Techs) Built For This

Easier setup, still dispatch-capable

ST Trade Fit → HCP Trade Fit →

Plumbing

Emergency routing + pricebook depth

Larger Operations Built For This

Deep pricebook, service agreements, dispatch

Small to Mid Shop Built For This

Fast setup, strong payments and dispatch

ST Trade Fit → HCP Trade Fit →

Electrical

Scheduling + quote speed matters most

Larger Operations Built For This

Electrical pricebook, permit tracking, dispatch

Small to Mid Shop Built For This

Online booking, clear pricing, easy invoicing

ST Trade Fit → HCP Trade Fit →

Garage Door

Fast dispatch + service calls

Best Fit Built For This

Fast dispatch, payments, service history

Larger Operations Works Well

If you're scaling to a multi-tech operation

HCP Trade Fit → ST Trade Fit →

General Contractor

Multi-trade flexibility needed

Exterior-Focused GC Works Well

Flexible for multi-trade exterior work

Budget Option Works Well

Multi-trade support, affordable and fast

JN Trade Fit → Jobber Trade Fit →

Painting

Crew scheduling + quoting efficiency

Best Fit Works Well

Scheduling, estimates, payments all-in-one

Best AI-Bundled Works Well

Before/After AI, AI Estimator, unlimited users on Max

Budget Option Works Well

Affordable crew scheduling, fast quoting

HCP Trade Fit → QuoteIQ Trade Fit → Jobber Trade Fit →

Landscaping

Route optimization + recurring jobs key

Best AI-Forward Built For This

MapMeasure Pro, AI Estimator, flat-rate unlimited users

Established Pick Works Well

Recurring jobs, route optimization, payments

Budget Option Works Well

Affordable, route optimization built in

QuoteIQ Trade Fit → HCP Trade Fit → Jobber Trade Fit →

All CRM Software

AI-Powered

JobNimbus

4.5

The #1 CRM built specifically for roofing contractors

$225/mo Read Review

AI-Powered

AccuLynx

4.4

The all-in-one business management platform built exclusively for roofing contractors

$250/mo Read Review

AI-Powered

ServiceTitan

4.5

The all-in-one platform for commercial and residential field service businesses

$245/mo Read Review

AI-Powered

Housecall Pro

4.4

All-in-one field service management with AI call answering, Instapay, and built-in financing for home service businesses

$59/mo Read Review

AI-Powered

Jobber

4.6

Easy-to-use field service management for growing home service businesses

$39/mo Read Review

AI-Powered

Keap

3.6

Mature all-in-one CRM + marketing automation (formerly Infusionsoft) — now a Thryv brand since October 2024

$299/mo Read Review

AI-Powered

Podium

3.7

AI-powered communication platform — texting, review collection, payments, and 24/7 AI lead response for local businesses

$399/mo Read Review

AI-Powered

Thryv

3.3

All-in-one small business platform — CRM, scheduling, invoicing, payments, social media, reputation management, and marketing in a single dashboard

$228/mo Read Review

AI-Powered

HubSpot

3.5

Marketing-led customer platform — powerful for large contractors with dedicated marketing staff, wrong for everyone else

Free / $9/seat Read Review

AI-Powered

Roofr

4.2

Roofing-focused measurement, proposal, and CRM platform with the new Verisk-certified Xactimate ESX export, cross-listed in AI Estimating for native takeoff-to-AI-line-item workflow with real-time ABC Supply / SRS / QXO supplier pricing

$0 Starter / $209-349/mo Read Review

AI-Powered

QuoteIQ

4.5

Bootstrapped contractor CRM with AI on every plan — AI Autopilot (35 tools), Virtual Call Team, MapMeasure Pro, and unlimited users on the $699 Max tier. Built by service-business operators Mike Vidan (Savannah) and Justin Rogers (Louisiana). 4,100+ verified reviews, App Store 4.7★ across 2,401 ratings, 14-day no-card free trial. Best for pressure washing, lawn care, house cleaning, exterior services, and crews 5-30 where per-seat pricing breaks. Weaker for HVAC/plumbing/electrical dispatch depth and QuickBooks Desktop holdouts.

$29.99-699/mo Read Review

Head-to-Head Comparisons

20 on file

Side-by-side breakdowns to help you pick the right tool for your business.

GoHighLevel ★ 4.6

AccuLynx ★ 4.4

Our Pick none wins

AccuLynx runs the insurance roof, GoHighLevel runs the marketing. Run both for $650-$900/month unless you're already on a different CRM or already on a different marketing tool.

GoHighLevel ★ 4.6

Housecall Pro ★ 4.4

Our Pick none wins

HCP and GHL solve different problems. Below $40K/month revenue HCP alone works; above that the HCP + GHL stack pays for itself via Zapier, even without native sync.

GoHighLevel ★ 4.6

HubSpot ★ 3.5

Our Pick GoHighLevel wins

GoHighLevel wins 6 of 8 marketing automation dimensions at 24% the cost. HubSpot only wins at enterprise scale — a profile under 5% of contractors fit.

GoHighLevel ★ 4.6

Jobber ★ 4.6

Our Pick none wins

Not a real head-to-head — they're the power couple. Run the stack if you're a 5-50 employee contractor. Run Jobber alone if you're a solo operator. Run GHL alone if you already have a different FSM.

GoHighLevel ★ 4.6

JobNimbus ★ 4.5

Our Pick none wins

Not a real head-to-head — JobNimbus + GoHighLevel is the roofer's stack. Pick JN alone if you're under 5 jobs/month. Pick GHL alone if you already have a different CRM. Otherwise run both.

GoHighLevel ★ 4.6

Keap ★ 3.6

Our Pick GoHighLevel wins

GoHighLevel wins 7 of 8 dimensions at roughly a third the cost. Keap's only win is ease of use — and that edge is narrowing as Thryv absorbs the product into a 2026 unified platform.