A simple contractor CRM that only does the part you're losing money on.
FollowUpDesk is a lightweight CRM for contractors: manage leads, see every open quote, and follow up before the job goes cold. No dispatch board, no job costing, no setup project. $29/month flat, unlimited users.
Three screens · Set up in an afternoon · One recovered quote pays for the year
Features
Leads in one place
Calls, texts, emails and form enquiries all land in the same list, so nothing sits unanswered in a phone.
Every open quote, visible
One screen shows what you quoted, how old it is, what it's worth and whether it has a next action.
Follow-up that actually happens
A 3 / 7 / 14 day cadence runs by default and each message can be AI-drafted in your own tone, then edited.
$29/mo flat
Unlimited leads, quotes and users. No per-seat pricing and no feature tiers to decode.
Nothing to learn
If you can use a spreadsheet you can use this. No implementation call, no consultant, no configuration weekend.
Reviews after the job
The same engine drafts a review request once the work is done, so your Google profile keeps growing.
- Lead list with source and status
- Open quote tracking with age and value
- Overdue follow-up alerts
- AI-drafted follow-up messages in your voice
- Post-job review requests
- No scheduling, dispatching or job costing
Simple contractor CRM vs full field-service platform
| Feature | FollowUpDesk | Field-service platform |
|---|---|---|
| Lead tracking | Yes | Yes |
| Open quote tracking | Yes — core | Yes |
| Automatic follow-up | Yes — core | Yes |
| Scheduling & dispatch | No | Yes |
| Invoicing & payments | No | Yes |
| Pricing model | $29/mo flat | Per user |
| Time to first value | Same afternoon | Days to weeks |
Frequently asked questions
What is the simplest CRM for contractors?
FollowUpDesk. It has three screens — leads, quotes and follow-ups — plus review requests. There is no dispatch board, no job costing and no client portal, so there is very little to learn or configure.
What makes a contractor CRM 'lightweight'?
It covers the sales side only: where the lead came from, what you quoted, whether the quote is still open and when to follow up. Everything to do with running the job — scheduling, routing, invoicing, payroll — is left out on purpose.
Is a simple CRM enough for a trades business?
For solo contractors and small crews, usually yes. Most shops already coordinate work by phone, text and a shared calendar. The unsolved problem is the quote pipeline, and that is what a lightweight CRM fixes.
How much does a simple contractor CRM cost?
FollowUpDesk is $29/month flat with unlimited leads, quotes, customers and users. Full field-service platforms usually charge per user, so the gap grows as you add people.
How long does setup take?
An afternoon. Import your open quotes from a spreadsheet or CSV, set your follow-up cadence, and start chasing the same day. There is no onboarding call or implementation project.
Can I move to bigger software later?
Yes. Plenty of contractors add Jobber or Housecall Pro once they hire crews and keep FollowUpDesk for the quote pipeline, or export their data and move on. Nothing is locked in.
Pricing
One plan. $29/month. Cancel anytime.
One job won pays for the entire year.
- Unlimited leads, quotes and jobs
- AI follow-up generator
- AI review request generator
- Pipeline dashboard with KPIs
- CSV import & export
- Email & priority support