Every client in one place.
Leads, active clients, past customers. All searchable, all with full project history, notes, and payment activity attached automatically.
- Full project history
- Warranty tracking
- Instant search
Chen family
Austin, TX
Ali Rahman
Toronto, ON
Silva family
Los Angeles
Rossi Jr.
Miami, FL
A CRM that actually knows your renovation business
Every contact carries the estimates, invoices, and payments tied to them. No manual data entry.
Every contact in one place
Leads, active clients, past customers. All in one searchable list with instant filters.
Full project history
Every estimate, invoice, note, and payment stays attached to the contact. Warranty callbacks three years later pull up everything.
One tap actions
Call, text, or email from the contact card. Every interaction logs automatically to the activity feed.
Tags and segments
Custom tags plus system tags. Filter contacts by tag, trade, city, project value range, or last touched date.
Instant search
Type a name, phone, address, or project reference. Renovate finds the contact in under a second.
CSV import + export
Import from Jobber, Housecall Pro, Buildertrend, or a spreadsheet in minutes. Export back to CSV any time.
Import, capture, search. Three steps to a real contact database
Import your contacts
CSV upload from your old CRM or spreadsheet. Deduplication runs automatically on phone plus email so nothing duplicates.
Every action logs itself
Send an estimate. Log a call. Take a payment. Every interaction attaches to the contact record automatically. No manual data entry.
Search + filter anything
Instant search by name, phone, address, or project. Filter by tag, trade, city, or value range. Save filters as tabs.
Renovate Contacts vs the alternatives
| Capability | Renovate | Google Contacts + Sheet | HubSpot or Salesforce |
|---|---|---|---|
| Full project history attached | No | Manual | |
| Estimates and invoices linked | No | No | |
| Payment activity in the record | No | No | |
| Warranty callback tracking | No | No | |
| Unlimited users | No | ||
| Built for contractors | No | No | |
| Monthly price | Included | $0 | $50 to $150 per user |
Frequently asked questions
Can I import contacts from another CRM or spreadsheet?+
Yes. Renovate accepts CSV imports from Jobber, Housecall Pro, Buildertrend, HubSpot, and any spreadsheet. Deduplication runs on phone plus email so duplicates get merged instead of duplicated. Migration typically takes 20 minutes for a shop with 500 contacts.
Does every contact keep full project history?+
Yes. Every estimate, invoice, project, note, and payment stays attached to the contact record. When a past client calls about warranty work three years later, everything is right there in one view.
Can I tag or segment contacts?+
Yes. Custom tags plus system tags (Lead, Active, Past Customer, Warranty, Referral Source). Filter contacts by tag, trade, city, project value range, or date last touched.
Can I export my contacts if I ever leave?+
Yes. Full CSV export any time from Settings. Your data stays yours.
How does it handle warranty callbacks?+
Every completed project has a warranty window (default 1 year workmanship). When a past client contacts you inside that window, Renovate flags the project as under warranty and pulls up the original estimate, invoices, and photos.
Can multiple crew members access contacts?+
Yes. All users on your account have full contact access by default. Renovate Pro and Pro Plus include unlimited users, so you never pay per seat for your admin, PMs, or lead carpenters to look up a client.
Never lose a lead. Never forget a past client.
Renovate Contacts CRM is included in Pro at $29.99 per month. Unlimited contacts, unlimited users.