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Lead Automation for Contractors: Stop Losing Jobs to Slow Follow-Up
Verified quote forms, instant SMS & email replies and a CRM built for contractors, so every lead gets an answer in seconds, even while your crew is on site.
Serving contractors in the US · Canada · UK · Europe
Most renovation and home-service companies don't have a lead problem. They have a follow-up problem. Quote requests sit in an inbox, calls go to voicemail while the crew is on site, and by the time someone replies, the homeowner has booked the contractor who answered first.
At Upstack Web, we build the system behind your sales process: verified quote forms, instant SMS and email replies, a CRM that shows where every lead stands, and follow-up that keeps going until the lead books a site visit or says no. It's built around how your team already works, not a generic template you have to bend your business to fit.
What We Build
Website quote forms with phone verification (one-time SMS code), so fake and junk submissions never reach your team. Every lead lands in your CRM with its source, so you know which channels actually bring work.
An automatic text and email within seconds of a request, then a follow-up sequence until the homeowner books a site visit. Consent, opt-out (STOP) handling and carrier registration are built in for US (TCPA, A2P 10DLC) and Canadian (CASL) rules.
Clear stages from first contact to signed contract, assigned sales reps, site-visit scheduling and notes in one place. We connect tools you already use, such as Brevo, GoHighLevel or HubSpot, or build a custom dashboard.
Tools that find projects before your competitors do. For example, spotting homeowners who are planning a project so you can reach them months before they ask for quotes.
Client portals, job tracking and property management tools: a custom alternative to Buildertrend when off-the-shelf software doesn't fit how you run jobs.
How We Work
We map how leads reach you today, where they stall and which tools you already pay for. You get a written plan with scope, timeline and cost before any build starts.
We build the forms, automations and CRM in a staging setup and connect them to your phone numbers, email, calendar and existing software.
We run test leads end to end (form, SMS, email, CRM, calendar) and fix every gap before anything goes live.
We go live, train your office team on the pipeline, and monitor the first weeks closely. Ongoing support is available as you grow.
Results From a Real Build
Upstack Web built this system for Newfore, a renovation company in Hamilton, Ontario: a verified quote form, CRM and email sync, SMS follow-up set up to carrier opt-in rules, and an early-stage prospecting tool that finds projects before they go to quote. In one month it produced 10 site visits, and 6 of them became signed contracts.
10site visits in one month
6signed contracts
60%of visits became contracts
- Junk leads filtered out by phone verification
- Every lead synced to the CRM automatically
- SMS set up to US carrier (CTIA) opt-in rules
- Early-stage leads before competitors see them
Example Build: Property Feasibility Tool
Lead generation doesn't have to wait for homeowners to find you. For a Toronto renovation company we built a property feasibility tool that checks every lot against the city zoning by-law and shows what can be built: garden suites, laneway suites, additions. Homeowners get an instant answer; the builder gets a qualified lead with the property already analysed.
Built with Next.js, PostgreSQL/PostGIS and city GIS data. We've also built client and property management tools for construction teams, and a GDPR-compliant medical platform for Astarte Medical.
Guides for Contractors
How Fast Should Contractors Respond to Leads? (And How to Automate It)Leads contacted within an hour are about 7x more likely to qualify. The response times contractors should aim for, and how to automate the first reply.Read the guide →Can Contractors Send Automated Texts? TCPA, 10DLC & CASL ExplainedWhat US and Canadian contractors need for automated texting: TCPA consent and opt-outs, A2P 10DLC registration and CASL, explained in plain English.Read the guide →Buildertrend vs Jobber vs a Custom CRM: What Fits a Renovation Company?An honest comparison of Buildertrend, Jobber and a custom CRM for renovation and home-service companies: strengths, pricing models and how to choose.Read the guide →How to Stop Fake and Junk Quote Requests on Your Contractor WebsiteBots, spam and fake numbers waste your team's time. Honeypots, modern CAPTCHA, validation and SMS phone verification stop junk quote requests.Read the guide →How to Get Renovation Leads Before Your CompetitorsThe best renovation leads are homeowners who are planning a project but haven't hired anyone yet. Here is how to reach them before your competitors do.Read the guide →
Frequently Asked Questions
We work with contractors and home-service businesses in the United States, Canada, the UK and Europe.
Usually, yes. If your tool has an API or integrations (most CRMs, email and SMS platforms do), we connect to it instead of replacing it. If it can't do what you need, we'll tell you and suggest options.
It depends on scope. A lead-capture and follow-up setup is much faster than a full custom CRM. You get a timeline in the written plan before any work starts.
Cost depends on what you need built. After a free audit call, we send a written quote, with no obligation.
Yes, with the homeowner's consent. We build the opt-in, opt-out and record-keeping that US and Canadian rules require, and handle carrier registration for business texting.
Losing leads to slow follow-up? Book a free lead-flow audit with Upstack Web. We'll show you where leads are slipping through and what it would take to fix it.