Use cases/Contractor CRM

A contractor CRM that does not stop at the lead.

Most contractor CRM work is not just contact management. The same lead turns into a walkthrough, an estimate, an approval, a schedule, a change order, an invoice, and a pile of files. Stairkey keeps that whole path on one connected record.

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Lead notes drift away from the job.

Contacts, notes, tasks, files, estimates, invoices, and approvals stay together instead of splitting across apps.

Follow-up depends on memory.

Next actions and reminders live beside the client and job record, so open work stays visible.

A CRM hands off to a spreadsheet too early.

Measured takeoff, estimating, scheduling, invoicing, and portals continue the workflow after the lead is won.

What Stairkey connects

Lead and contact historyKeep enquiries, notes, files, tasks, and next actions in context.Estimates and approvalsTurn the sales conversation into a clean scope the client can approve.Measured takeoffFor contractors, dimensions can turn into quantities and estimate lines.Client portalGive clients a place to approve work, upload files, and check status.Email campaignsTemplates, campaigns, sequences, and suppressions stay close to the contact list.

Grounded in the product

The homepage and feature pages use real product screenshots from the Stairkey app, including CRM pipeline, takeoff, scheduling, invoicing, and accounting screens.

Common questions

Is Stairkey a CRM only, or does it handle estimates and invoices too?

Both. Unlike a standalone CRM, Stairkey carries the same record from lead to estimate, approval, schedule, change order, and invoice — so the contact history and the job stay connected instead of splitting across apps.

Can I track follow-ups and next actions per contact?

Yes. Next actions, tasks, and reminders live beside each client and job record, so open work stays visible instead of depending on memory.

How much does the contractor CRM cost?

An owner seat is $20/month, hard-capped at $100/month no matter how heavy your usage; member seats are $10/month (capped $30). Every seat includes a monthly usage allowance, and the first month is free with no credit card.

Go deeper

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Best Contractor Software (2026)

From the blog

Drowning in contractor paperwork? Turn days of admin into minutes

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