CRM Dashboard

Contact & Lead Manager for Service Pros

Manage all your home service business relationships—leads, customers, vendors, and more—in one place. Track every interaction, upload avatars, and collaborate with your team to deliver outstanding service.
Manage all contacts & leads
Track activity & history
Leave notes for team members
* No credit card required

All Your Contacts, Leads, and Customers in One Place

BluePro's CRM is your central hub for managing every business relationship, tracking every interaction, and collaborating with your team.

Contact Management

Store and organize all your contacts—leads, customers, vendors, and more. Upload avatars, add company info, and keep everything organized by type.

Lead Management

Track and nurture leads through every stage. Assign statuses, set follow-ups, and convert leads to customers with ease.

Activity Timeline

See a complete timeline of jobs, quotes, invoices, and requests for every contact. Never lose track of your business history.

Powerful Features for Every Relationship

Manage all your home service company contacts, leads, and customers in one place. Track every activity, upload avatars, and collaborate with your team for better service.
Features Header
Contact Profiles

All Details in One Place

View and edit all contact details, including company info, social links, and uploaded avatars. Organize contacts by type—lead, customer, vendor, and more.

CRM Contact Profile
Lead Pipeline

Track & Convert Leads

Manage your sales pipeline by tracking lead status, setting reminders, and converting leads to customers with a single click.

Lead Management
Activity Timeline

See the Full Picture

Instantly view all jobs, quotes, invoices, and requests related to any contact. Filter by type and quickly access any record.

Activity Timeline

Ready to take your home service business to the next level?

Common Questions

Frequently Asked Questions

What types of contacts can I manage?

You can manage leads, customers, vendors, and any other business relationship. Organize contacts by type and easily filter your list.

How does the activity timeline work?

The activity timeline shows all jobs, quotes, invoices, and requests related to a contact. You can filter by type and quickly access any record for a complete history.

Can I upload profile pictures or avatars?

Yes! You can upload avatars for any contact to personalize your CRM and make profiles easy to recognize.

Can my team leave notes and comments?

Absolutely. Your teammates can leave notes and comments on any contact, making it easy to collaborate and keep everyone informed.

What's the difference between a lead and a customer?

A lead is a potential customer who has not yet made a purchase or booked a job. Once a lead is converted (e.g., after a job is completed or a quote is accepted), they become a customer. You can track and convert leads easily in BluePro.