First 50 contractors sign up free, no card needed. The offer ends in a few days. Claim your free spot
Win the work
EstimatesSend quotes clients sign onlineMilestone billingGet paid in stagesPipelineTrack every deal to closeRenovate AIPhotorealistic room previewsRun the job
ContactsEvery client in one placeSchedule and tasksTimelines your crew followsJobsPhoto folders linked to clientsMedia LibraryEvery photo and file, found fastGrow and connect
StorefrontPro PlusSell finishes, take order requestsProjectsHomeowners post, you bidTeam and activityRoles for the office and crewiOS and AndroidSoonComing soon to your phoneOne workspace, one flat price. Every feature above is included from $29.99 a month.- Pricing
- Guides
- Blog
- Contact
A client CRM for renovation contractors.
Every client in one record, with notes, estimates, invoices and photos attached, so the history is one tap away.
How a client record works in Hello Renovate.
Three steps, and the history builds itself.
Add the details you have
Enter what you know. You can fill in the rest as the job moves along.
Keep everything on the record
Add notes, tasks, documents and job photos so the history stays with the client.
Quote and bill from the same place
Create the estimate and invoices from the contact and see their status on the record.
Everything you need to know your client.
Built for the details that make a renovation go smoothly.
Several ways to reach them
Store more than one phone and email, plus a preferred contact method.
Timestamped team notes
Log the call, the gate code or the paint color once, and the whole team sees it.
Estimates and invoices attached
See every estimate and invoice for a client on their record, with its status.
Job and billing addresses
Keep the job address and the billing address separate so documents go to the right place.
Source, owner and priority
Record where a lead came from, who owns the deal and how urgent it is.
Feeds the pipeline
Every contact can sit on your board with stage, value and priority on the card.
Every client, whole history one tap away.
Notes, estimates, invoices and photos all hang off the same record, so you never hunt across apps.
From the first call to the final invoice, one client record.
The contact feeds the pipeline, the estimate and the job folder, so nothing gets typed twice.
Sign up freeClient CRM for your trade.
The same tool works for every kind of renovation and repair job.
Works with the rest of Hello Renovate.
Contacts is one tool in a set that shares one client record.
Contacts questions, answered.
Short answers. Anything else, just ask us.
What does a contact record hold?
Name, spouse, company, several emails and phone numbers, separate billing and job site addresses, contact type, lead source, deal owner, priority, preferred contact method and project value.
Can I keep notes and tasks on a client?
Yes. Log calls and details as notes, add tasks with due dates and keep documents on the same record, so the whole team sees the same history.
Do estimates and invoices show up on the contact?
Yes. Open a client and see the estimates, invoices and job folders tied to them, without switching pages.
Can I keep the job address separate from the billing address?
Yes. Each contact has its own billing address and job site address, and both are used on your documents.
How is this connected to the pipeline?
Every contact can sit on your pipeline board. Their stage, project value and priority show on the card, and moving them updates the record.
Are contacts included in the price?
Yes. Contacts are in Pro at $29.99 a month and in Pro Plus at $59.99 a month, with no per contact charge.