
Generic CRMs were made for SaaS reps. Builtie was built around the way trade contractors win work — live project data, decision-makers per jobsite, route-optimized site visits, and AI outreach that sounds like your team.
Why trades quietly stop using HubSpot, Pipedrive, or Salesforce after 6 months.
Three reps sharing a Pipedrive account, manually copying builder names off Instagram and permit PDFs. Deals fell through cracks; nobody trusted the data.
Switched to Builtie. The CRM auto-populates from the live project feed; AI drafts the first-touch email per project; managers actually see pipeline weight.
"We tried four CRMs in five years. Builtie is the only one our reps actually open every morning."
HubSpot, Pipedrive, and Salesforce were designed around the SaaS funnel — MQLs, MRR, demo bookings. None of that maps to how a HVAC, electrical, or roofing rep wins a $90K job from a GC. Builtie's pipeline is built around projects, jobsites, and decision-makers — the units of work that actually matter to trades.
Builtie includes the project data, the contacts, the AI outreach, and the reporting in one tool. No more stitching together a lead-gen vendor, a CRM, an email tool, and a sales-enablement add-on.
Most contractor teams are running their first AI-personalized campaign within the first week. We bring your existing contacts in, map them to live projects, and your reps start sending outreach immediately.
Generic CRMs are empty buckets — you bring the leads, the contacts, and the outreach. Builtie ships with the live project feed, decision-maker contacts, and AI-drafted outreach already inside. Your reps quote work in week one instead of building lists for three months.
Yes. We import from CSV, Pipedrive, HubSpot, and Salesforce, then auto-link your existing contacts to live projects so nothing falls through the cracks.
Most trade teams start with 2–4 seats. Pricing is per seat, month to month with no minimum term, and there is a free 7-day trial with 10 projects.