Stop Hiring More Office Staff.
Customer Management Pro is the CRM software and project manager behind your operation. It organizes customers, jobs, communication, documents, schedules, timelines, and tasks so your team can spend less time on administration and more time completing work.
Live project stateEmail received
New fence install for Santos Residence, permit docs attached.
CMP job created
CMP-1048 opened, customer and project team copied.
Next steps updated
Site measure due Friday, permit packet filed, crew schedule pending.
Ask by email: What is the status of CMP-1048?
CMP replies with the current schedule, open tasks, recent activity, documents received, and the next action.
What could your company stop paying for?
CMP brings the CRM, project manager, email operations hub, document organization, and managed review layer into one operating model for contractors.
The real comparison is CMP versus another admin hire plus another software stack.
Traditional admin stack
$60K-$90K/year + software
A capable person still needs management, CRM software, project tools, training, PTO coverage, and time to keep every record current.
- Salary
- Payroll taxes
- Benefits
- PTO
- CRM subscription
- Project management software
- Equipment
- Training
- Management
- Limited working hours
- Human error
Customer Management Pro
From $1,250/month
CMP combines the CRM, project manager, email operations hub, and managed review layer so your team can run leaner.
- CRM for customers, contacts, and jobs
- AI-managed project organization
- Automatic document handling
- Timeline and task extraction
- Instant project search
- Status answers by email
- Customer schedule updates
- Review follow-ups
- Works around the clock
- Backend operators for uncertain items
Choose the operating tier that matches your business.
Every plan includes the full CMP experience. The difference is the size and operational complexity the plan is designed to support. CMP is meant to replace a separate CRM and project-management stack, not sit beside one.
Starter
Designed for owner-operators and small teams.
Best for
Typically best for contractors up to about $2M annual revenue.
Growth
Built for growing contractors adding crews and office staff.
Best for
Typically best for contractors up to about $10M annual revenue.
Pro
For established contractors managing multiple crews, project managers, and departments.
Best for
Typically best for contractors up to about $20M annual revenue.
Enterprise
Designed for large contractors, multiple locations, and custom operational workflows.
Best for
Built around your locations, process, and backend operating model.
Migration and active-job transfers are priced by complexity.
Moving from an existing CRM can mean anything from a clean contact import to thousands of users, jobs, documents, tasks, schedules, and active projects. CMP scopes this work separately so the base plan stays simple and the transition gets the attention it needs.
Basic import
For companies bringing over cleaner customer, contact, company, and job records.
- CSV or structured export review
- Contact, company, and historical job import
- Duplicate and field mapping cleanup
Active job transition
For open jobs already started in another CRM that need to keep moving during the switch.
- Open job, schedule, and task transfer
- Document and photo organization
- Current project context and next-step review
Full managed cutover
For complex migrations with large teams, thousands of records, or messy legacy workflows.
- Migration planning and staged handoff
- Backend operator review for uncertain records
- Large-volume user, job, and document transition
The whole CMP operating model.
No plan is missing the core workflow. Your team gets job intake, CRM records, project threads, task updates, documents, schedules, summaries, reporting, and managed review.
Email-based job intake
Send CMP a new job and the project record starts without making your team re-enter details.
Project threads
CMP starts the project email thread, keeps replies tied to the right job, and routes fresh messages by job number.
Tasks and next steps
Tasks, notes, schedule changes, photos, and follow-ups sent by email update the job record.
Document organization
Photos, PDFs, signed files, and project documents stay connected to the job they belong to.
Schedule awareness
Status replies include the current schedule, open work, and the next action needed.
Project search
Your team can find the latest job state without digging through inboxes and folders.
CRM included
Customers, contacts, companies, jobs, project history, and whole-team access are included in every plan.
Managed review layer
Uncertain routing, document issues, and high-risk changes are reviewed conservatively by real operators.
Your team keeps working in email. CMP keeps the business organized.
Less record keeping
Traditional systems require people to stop working and update the job. CMP turns project emails into useful project records.
Faster status answers
Status questions get an immediate reply with the current schedule, open tasks, recent updates, and next steps.
Cleaner handoffs
Project communication, documents, photos, notes, and schedules stay attached to the same job number.
Human review when needed
If routing is uncertain or a change is high risk, CMP operators handle it conservatively before job records change.
Pricing questions
Do the revenue ranges limit what I can do?
No. They are guidance for choosing the right operating tier. CMP is priced around the size and complexity of the business it supports.
Does every plan include the same CMP experience?
Yes. The core experience is not feature-gated. Plans differ by the company stage they are designed to support, not by withholding the workflow.
Do I still need a separate CRM?
For most CMP workflows, no. CMP is the CRM database and the project manager: contacts, companies, jobs, communication, documents, tasks, schedules, and project history live together.
Does CMP replace an office employee?
CMP is designed to replace a large amount of administrative workload and reduce the pressure to add another office hire. Your people still make the business decisions; CMP keeps the records, communication, and follow-up organized.
Why is email the primary interface?
Contractors already run a large part of project communication through email. CMP lets your team keep working that way while the job record stays organized behind the scenes.
See CMP manage a project in real time.
The fastest way to understand the value is to watch a job arrive by email, become organized, and stay current without manual record keeping.