01 / Collect
Ask useful questions up front.
Create and publish an inquiry form. Ask about the project location, work needed, timing and details that affect the next conversation. Submitted requests appear in your account’s Lead Desk.
Contractor CRM · Early access
Keep the inquiry.
Know the next move.
A customer asks about a project while you’re finishing another job. BuiltRelay gives that inquiry a place to land, with the details and next action beside it.
Start your workspace ↗Try the fictional workflow demoNo card required in early access. Paid subscriptions are not open yet.
For the owner who handles the customers, too.
BuiltRelay is designed for owner-operated contractors and small crews. Use it when project requests arrive in different places and you need a consistent way to collect scope, prepare a quote and follow up.
Your Lead Desk organizes opportunities by business, stage and next action. The goal is to help you finish the next piece of customer work with less searching through scattered notes.
A practical customer workflow
02 / Review
Keep the context with the lead.
Review contact details and form answers. Confirm the correct business, choose the opportunity stage, and prepare a quote from approved business facts.
03 / Follow through
Give every open opportunity a next step.
Record the next action and due date. Use Today and your lead queue to see what needs attention, then record the outcome.
Look for a project that fits.
A useful CRM helps you ask the right questions before committing time. Confirm the service area, requested scope, expected timing, budget discussion and who makes the decision. Record what remains unknown and what you will ask next.
BuiltRelay’s Growth tools can prepare campaign briefs from your approved business details. Review the brief and use the source field or a form question to record where an inquiry came from. Campaign sending and automatic attribution are separate future work.
Before you get started
Does a saved form send me an email or text?
Successful submission saves an inquiry in Lead Desk. BuiltRelay email and text notifications are not active yet. Guided setup helps you submit your own test and confirm the saved lead.
Can I use it from my phone?
Use the same workspace in your phone browser or on a desktop. Home-screen installation is available where your browser supports it. Saved records require an internet connection.
Can I manage different businesses?
Keep the approved business facts and opportunity labels separate. Choose the right business when creating forms or quotes. Shared team roles and external CRM synchronization are not offered in this release.
What does it cost?
Early access does not collect a payment card. Subscription pricing, included usage and paid add-on scopes will be shown before purchase when billing is available.
Try one inquiry from start to next step.
Add your business facts, publish a form, submit a test request and review it in Lead Desk. Then explore contractor quote preparation.
For a quick start without signing in, use the free quote follow-up planner to prepare dates and reviewable message drafts.
Start guided setup ↗