ELITE Client is an all-in-one CRM built for contractors. Manage leads, automate follow-up, track your pipeline, and communicate with customers from a single centralized dashboard.
Most contractors cobble together a CRM, a scheduling tool, an email system, a texting app, and a calendar. Nothing syncs. Leads fall through the cracks. ELITE Client replaces all of it.
One login. One dashboard. Everything you need to manage leads, communicate with customers, and grow your pipeline in one place.
See It in ActionBuilt for contractors who want clarity over their pipeline, not more software to manage.
Track every lead from first contact to closed job. Visual pipeline stages, deal values, and status updates so nothing slips through.
SMS, email, and voicemail sequences that follow up with leads automatically at the right time. You respond; the system does the rest.
Call and text customers directly from the dashboard. Every conversation is logged, tracked, and searchable without switching between apps.
Integrated calendar with online booking so leads can schedule consultations 24 hours a day. Confirmation and reminder sequences run automatically.
All your customer conversations in one place: email, SMS, social media messages, and web chat. One inbox for your entire team.
See exactly where your leads come from, how fast you respond, how many convert, and what revenue your marketing is generating each month.
Pick the plan that fits your team size and needs. Professional for self-setup, Platinum for done-for-you configuration by our team.
We walk you through the platform or set it up for you depending on your plan. Your team gets training and is ready to use it from day one.
Every lead flows into one dashboard. Follow-up runs automatically. You see exactly where every opportunity stands at any point in time.
They simplified everything for us. Now we have full control over how many leads and appointments we get each month. The system is a game-changer.Jared S. , Apex Structures Custom Home Builder, Farmington, UT
For the first time, we are generating our own exclusive leads and booking consultations with the right clients. Highly recommend the ELITE team.Joseph C. , Olde World Reflections Screen Enclosure Specialists, Tampa, FL
Both options are available. The Professional and Premium plans are self-setup with full documentation and support. The Platinum plan includes done-for-you setup by our team.
For most contractors, yes. ELITE Client combines CRM, pipeline management, two-way SMS and email, calendar booking, call tracking, and reporting in one platform.
No. All plans are month-to-month. You can upgrade, downgrade, or cancel at any time without penalties.
Yes. You can add team members with role-based access. Sales reps, office staff, and project managers can all have their own login with appropriate permissions.
We will walk you through the platform live and show you exactly how it would work for your business.
Stop paying for 5 tools that do not talk to each other. Book a free demo and see how ELITE Client brings it all together.