Every client on one page.
Renovate CRM puts every lead, past client, and referral in one place, with the estimate, invoice, milestone, and payment history attached. Built for contractors, not sales teams.
- Unlimited contacts
- Full project timeline
- CSV + QuickBooks import
Contacts · 246
All clientsChen, Ellen
In progress
Rossi, Mario
Estimated
Ali, Rahim
Paid
Silva, Ana
Complete
A CRM built for the job, not sales calls
Every feature contractors ask for. None of the HubSpot bloat.
One home for every client
Every lead, active client, and past customer on one page. Contact info, tags, notes, and full project history in one glance.
Full project timeline attached
Every estimate, invoice, milestone, and payment linked to the client. No hunting through your phone for last month's numbers.
Tags plus saved filters
Tag anyone with anything. VIP, referral source, warranty callback. Then save the filters you use most as one click views.
Bulk import from anywhere
CSV, QuickBooks export, Google Contacts, or paste from a spreadsheet. Renovate dedupes by phone plus email on the way in.
Notes plus tasks per client
Every note timestamps itself and every task links back to the client. Never lose the context of a conversation again.
Unlimited contacts, forever
No per contact fee, no tier upgrades for adding more clients. 500 or 50,000, same price, same features.
From import to organized in three steps
Import your existing book
CSV, QuickBooks, Google Contacts, or paste from a spreadsheet. Renovate deduplicates by phone plus email and normalizes phone formats on the way in.
Tag plus segment as you go
Tag any client with anything. VIP, warranty callback, referral source. Save the views you use most as one click filters on the sidebar.
See every project on one page
Open a client and see every estimate, invoice, milestone, payment, and note in one clean timeline. No app switching.
Renovate CRM vs the alternatives
How Renovate stacks up against the tools contractors most commonly bolt together.
| Capability | Renovate | HubSpot Free | Google Contacts |
|---|---|---|---|
| Built for contractors | No | No | |
| Estimates + invoices attached | No | No | |
| Milestone billing history | No | No | |
| Payment activity per client | No | No | |
| Tag + saved filter views | Labels only | ||
| Unlimited contacts | Capped tier | ||
| Monthly price | $29.99 | $0 (upsells) | $0 |
Frequently asked questions
What does the Renovate CRM do?+
Renovate CRM is the contact record every renovation contractor needs. Full name, phone, address, tags, notes, estimate history, invoice history, payment status, and job activity, all on one client page. No more hunting through your phone contacts, WhatsApp threads, and Google Drive folders for last month's job details.
How is it different from HubSpot or Salesforce?+
HubSpot and Salesforce are built for B2B sales teams. Deals, opportunities, MEDDIC pipelines. Renovate CRM is built around the actual work of a contracting business: estimates, milestone invoices, job progress, and payments. Every contact card has your project history attached, not a synthetic deal stage.
Can I import contacts from CSV or QuickBooks?+
Yes. Import from CSV, QuickBooks, Google Contacts, or paste from a spreadsheet. Renovate deduplicates by phone plus email so you don't end up with three copies of the same customer.
Can I tag clients (VIP, referral, warranty, etc.)?+
Yes. Tag any contact with any label, filter and save views (for example, 'VIP', 'warranty callback', 'referral source'), and pin the tags you use most to the sidebar for one click filtering.
Does the CRM connect to estimates and invoices?+
Every estimate and invoice is attached to a client card automatically. Open a client, see all their past estimates, invoices, milestone balances, and payments in one timeline.
How much does the CRM cost?+
The CRM is included in Renovate Pro at $29.99 per month with unlimited contacts. There's no per contact fee and no upsell tier for basic CRM features.
Every client. Every job. One page.
Contacts CRM is included in Renovate Pro at $29.99/month with unlimited contacts and zero per-record fees