The 2026 Home Service Standard

The Contractor CRM
Revenue Growth Engine

Replace 8+ disconnected apps with one automated system. GetOptium captures every lead, follows up automatically, and manages jobs from first call to final payment.

The Triple Threat Revenue Recovery System

LEAD ENGINE

Never miss a call, text, or email again. Every lead captured and tracked automatically.

MARKETING AUTOPILOT

Set it and forget it. Automated follow-ups, review requests, and lead nurturing 24/7.

JOB COMMAND

Track every project, schedule crews, and get paid faster with mobile invoicing.

No Setup Fees
Cancel Anytime
Setup in 24 Hours
Mike from Phoenix Roofing just booked a demo

What Is a Contractor CRM?

A contractor CRM is an all-in-one business automation platform designed specifically for home service contractors. Unlike generic software, it combines lead capture, automated follow-ups, crew scheduling, and mobile invoicing into one system contractors can actually use in the field. For HVAC, plumbing, roofing, and electrical businesses, this means less time on admin and more time on revenue-generating work. GetOptium combines three powerful engines that work together to capture every lead, automate follow-ups, and manage jobs from quote to payment.

Lead Engine

A unified lead capture system that consolidates calls, texts, emails, and web forms into one dashboard. Never miss another opportunity with automatic lead routing, instant notifications, and missed call text-back automation.

Marketing Autopilot

Built for home service contractors who want to stop losing leads to voicemail and competitors. Capture, nurture, and close jobs in one system.

Job Command

Complete project management from quote to payment. Schedule crews, track job progress, send mobile invoices, and collect payments faster. Built specifically for contractors who need simple, powerful job tracking.

500+

Active Contractors

25%

Average Revenue Increase

15hrs

Saved Per Week

24hr

Setup Time

⚠️ Revenue Leak Detection

How much revenue is slipping through the cracks?

Most contractors lose 30-40% of annual revenue due to poor lead follow-up. Use our logic-engine to see your actual leakage.

Your Numbers

50
$4,500
25%

Industry average for manual follow-up is 28%.

Estimated Annual Leakage

$67,500

This is the revenue you are handing to your competitors by not having a 24/7 automated lead response system.

Stop the Software Chaos

No More Software Nightmares

Tired of apps that don't talk to each other, leads that slip through cracks, and spending more time on paperwork than actual jobs?

$50K+ in leads slipping through the cracks every year

No centralized system means missed calls, forgotten follow-ups, and lost opportunities.

Paying $400+ monthly for 8 different apps that barely work together

CRM, scheduling, invoicing, email, texting, websites, reviews, payments - all separate.

Spending 15+ hours per week on admin tasks instead of billable work

Manual data entry, chasing payments, updating spreadsheets, sending follow-up emails.

Your family asking why you're always "catching up on paperwork"

Missing dinner, working weekends, feeling overwhelmed by business admin.

Every day without automation costs you money and time you'll never get back.

Stop Paying for Software That Doesn't Talk to Each Other

CRM
HubSpot/Salesforce
$99/mo
Chaos
📅
Calendly/Acuity
$49/mo
Confusion
💳
QuickBooks/FreshBooks
$39/mo
Headaches
BirdEye/Podium
$79/mo
Frustration
🌐
WordPress/Squarespace
$29/mo
Wasted Time
+ Email, Texting, Calling services...
Total Monthly Chaos: $400+/mo
VS

GetOptium Complete System

$297/mo

Everything included. One login. Zero headaches.

Save $1,200+ per year while actually getting your time back

BROKEN
DISCONNECTED

What if you could replace all this chaos with one simple system?

Stop being a software manager. Start being a contractor. GetOptium handles everything so you can focus on what you do best: building and growing your business.

Show Me How It Works

Contractor CRM Comparison: GetOptium vs. The Alternatives

See why contractors are switching from expensive, complicated systems to GetOptium's all-in-one platform.

Feature GetOptium Jobber ServiceTitan GoHighLevel
Database Reactivation ✓ Built-in ✗ Not native ✗ Enterprise only ~ Requires setup
Missed Call Text Back ✓ Automatic ✗ Not included ✓ Included ✓ Included
Setup Time ✓ 24 hours ~ 1-2 weeks ✗ 4-6 weeks ~ 2-3 weeks
Monthly Cost (Starter) ✓ $297/mo ~ $349/mo ✗ $999+/mo ✓ $297/mo
Automated Review Requests ✓ Built-in ~ Add-on cost ✓ Included ✓ Included
Mobile Invoicing ✓ Unlimited ✓ Included ✓ Included ✗ Limited
Email & SMS Marketing ✓ Unlimited ~ Limited ~ Add-on cost ✓ Unlimited
Contractor-Specific Templates ✓ 50+ templates ✓ Industry templates ✓ Industry templates ✗ Generic only
Learning Curve ✓ Easy (1 day) ~ Moderate (1 week) ✗ Complex (1 month) ~ Moderate (2 weeks)
Dedicated Support ✓ US-based 24/7 ~ Business hours ✓ 24/7 (Enterprise) ~ Email only
Zero Ad Spend Required

The 24-Hour Cash Injection

Most contractors are sitting on a goldmine of 200, 500, or even 2,000 old leads. These are people who asked for a quote but didn't buy, or past customers who need more work.

1

We Upload Your "Dead" Leads

Every contact from the last 2 years goes into the system.

2

We Launch the "Wake Up" Sequence

Our AI sends a personalized, non-salesy text to every person on that list.

3

You Book the Jobs

Your phone starts buzzing with "Hey, thanks for reaching out, I actually do need that estimate updated."

"We sent one campaign to 300 old roofing leads. We booked 4 full roof replacements in 48 hours. That's $60k in revenue for zero extra ad spend."

The Math of a "Dead" List

Number of Old Leads 500
Reactivation Rate (Avg) 3%
New Jobs Won 15
Avg Job Value $4,500

Found Revenue

$67,500

Results vary by industry and list quality, but the math doesn't lie.

"I was drowning in apps that didn't talk to each other. GetOptium replaced 7 different tools and saved me 20 hours a week. Now I actually have time for my family again."

- Mike Rodriguez, Phoenix Roofing, AZ

💰 Increased revenue by 35% in first 6 months

COMPLETE BUSINESS AUTOMATION

Three Powerful Systems. One Monthly Price. Zero Headaches.

Each system is designed to solve specific contractor pain points. Together, they create an unstoppable business automation machine.

LEAD ENGINE

Never miss another opportunity

Stop leads from slipping through cracks. The Lead Engine captures every call, text, email, and web form submission in one place - then automatically assigns, tracks, and follows up.

Unified Inbox

All communications (calls, texts, emails, social DMs) in one central place.

Instant Lead Alerts

Get notified within seconds of a new lead so you can be the first to respond.

Lead Source Tracking

Know exactly which marketing channels are making you the most money.

RESULT:

Average contractors capture 40% more leads and respond 8x faster.

Incoming LeadsLIVE
📞 John called about roof repair2 min ago
💬 Sarah texted about renovation5 min ago
📧 Mike submitted contact form8 min ago
Auto-Assignment
High-value leads → Top closerAUTO

Your 24/7 Follow-Up Machine

📧
Welcome Email Sent
Immediately after lead capture
💬
Follow-up Text Sent
1 hour later
📞
Appointment Reminder
Day of meeting
Review Request Sent
After job completion
Running 24/7
While you sleep, eat, and work

MARKETING AUTOPILOT

Set it and forget it

Stop manually chasing leads and following up. Marketing Autopilot nurtures every prospect with personalized sequences that convert more leads while you sleep.

Smart Email & SMS Sequences

Pre-written campaigns that warm up leads and build trust automatically.

Automated Review Collection

Automatically requests 5-star reviews from happy customers.

Win-Back Campaigns

Automatically re-engages cold leads with special offers.

RESULT:

Contractors see 45% higher conversion rates and save 12+ hours per week.

JOB COMMAND

Complete project control

Stop juggling spreadsheets and sticky notes. Job Command tracks every project from estimate to final payment, manages your crew, and gets you paid faster.

Visual Pipeline Management

Drag-and-drop boards show exactly where every job stands at a glance.

Mobile Invoicing & Instant Payments

Create and send invoices from your phone and get paid on-site.

Real-Time Job Profitability

Track materials, labor, and expenses to know your exact profit on every job.

RESULT:

Contractors get paid 60% faster and increase project profitability by 28%.

Project Pipeline
Estimate
3 jobs
In Progress
5 jobs
Complete
12 jobs
Active Jobs
Kitchen Remodel - Johnson$15,400
Roof Repair - Smith$8,750
This Month
Revenue:$47,350
Profit:$18,940
PREMIUM FEATURE

LOCAL AUTHORITY ENGINE

Become the go-to contractor in your town while you sleep. Automated SEO and reputation management that builds your local dominance.

Stop competing on price. The Local Authority Engine automatically builds your online presence, collects reviews, and dominates local search results.

Automated Review Collection

Automatically requests 5-star reviews from happy customers.

Google Business Optimization

Auto-posts completed projects and manages your Google listing.

Local SEO Reports

Track your Google rankings for "contractor near me" searches.

RESULT:

Average 300% increase in local search leads within 90 days.

Included in Growth & Pro Plans

No extra SEO fees. Just results.

Your Local Dominance Dashboard

4.9⭐
Google Rating
#2
"Roofer Near Me"
This Month's Growth
New Reviews:+12
Search Leads:+47
Directory Listings:52/52
Running 24/7
Building your authority while you work

Three Systems. One Powerful Platform. Infinite Possibilities.

When Lead Engine, Marketing Autopilot, and Job Command work together, magic happens. Leads flow in, get nurtured automatically, convert to jobs, and generate reviews that bring in more leads.

1

Lead Comes In

2

Auto-Nurturing Starts

3

Job Gets Managed

THE MAGIC MOMENT

Completed job triggers automatic review request → 5-star review gets posted → Local Authority Engine amplifies it → More leads come in → The cycle repeats.

See It All Work Together
The Simplicity Test

If Your CRM Takes Longer Than 5 Minutes, You're Using the Wrong System

Contractors don't have time for 47-click workflows. GetOptium does in 5 minutes what ServiceTitan takes 2 hours to set up.

Traditional CRMs

COMPLICATED
1

Add a New Lead

• Log into desktop app (2 min)

• Navigate to "Contacts" → "Add New"

• Fill out 15+ required fields

• Manually assign to team member

• Click "Save" and wait for sync

5-7 minutes
2

Send Follow-Up Text

• Open separate texting app

• Copy contact info from CRM

• Type message manually

• Set reminder to follow up again

3-4 minutes
3

Schedule Job & Send Estimate

• Switch to calendar app

• Create appointment

• Open estimate tool

• Build line items from scratch

• Export to PDF, send via email

8-10 minutes
Total Time: 16-21 min

And you still haven't done the actual work...

GetOptium

SIMPLE
1

Add a New Lead

• Lead comes in via phone/web/text

Automatically captured in system

Auto-assigned to right team member

Instant notification sent to your phone

30 seconds
2

Send Follow-Up Text

Already sent automatically

• Pre-written template based on lead source

• Follow-up sequence runs on autopilot

0 seconds (automated)
3

Schedule Job & Send Estimate

• Tap "Schedule" on mobile app

• Pick date/time (syncs with calendar)

• Use pre-built estimate template

• Send via text/email with 1 click

2-3 minutes
Total Time: ~5 min

And most of it runs on autopilot.

Time Saved Per Lead:

11-16 minutes

That's 3+ hours saved per day for a team processing 15 leads.

Stop Wasting Hours on Software. Start Building.

See GetOptium in action with a personalized 15-minute demo. We'll show you exactly how it works for your trade.

Book My Free Demo →

No credit card required. No complicated setup.

BUILT FOR YOUR TRADE

A System as Specialized as You Are

We didn't just build a generic CRM. We configured GetOptium with pre-built workflows, templates, and automations designed for the most demanding trades.

Electricians

Quote-to-cash automation

🏗️

General Contractors

Multi-job tracking

🏗️

Concrete

Project-based workflows

🧹

Cleaning

Crew scheduling & routes

Click any industry below to see specific features and workflows

For Roofing Contractors

Stop storm leads from going to competitors and manage complex insurance jobs with ease. The Roofing Optium System is built for the unique challenges of your trade.

  • Insurance Claim Pipelines: Track jobs from 'Estimate Sent' to 'Final Check Received'.
  • Automated Storm Lead Follow-up: Instantly engage with high-value storm damage leads via text and email.
  • Project Photo Showcase: Easily upload and share before/after photos to build your portfolio and social proof.
Roofing Pipeline

Stop Leaking Thousands to the "Next Guy" on Google

When you're in the field, you miss calls. When you miss a call, the homeowner doesn't leave a voicemail—they call your competitor. GetOptium stops the bleed in 30 seconds.

Today 2:14 PM
Hi, I'm looking for a quote on a water heater install.
Hey! This is Mike with City Plumbing. I'm on a job right now and couldn't grab the phone. I'd love to help—want to send a photo of the unit so I can give you an idea of price?
Oh wow, thanks for the quick reply! Sending now...
Customer re-engaged. Lead saved.

The "Speed to Lead" Advantage

Most homeowners hire the first person who responds. Not the best price. Not the most reviews. The first one to answer. Our "Safety Net" ensures that person is ALWAYS you—even if you're covered in mud or 20ft in the air.

Instant ROI

One saved HVAC install or Roof repair pays for the software for 2 years.

No New Tech

Works with your existing business number. Nothing to switch.

AI-Powered

Smart enough to know it's a new lead and not a junk call.

Total Control

Turn it on or off with one click in the mobile app.

Stop Losing Leads Today

Trusted by Contractors Across America

We don't just sell software. We partner with industry leaders and associations to ensure GetOptium meets the real-world needs of contractors.

BBB

A+ Rated

SOC 2

Certified Secure

CCPA

Compliant

24/7

US Support

Partnered With Leading Contractor Associations

NRCA

National Roofing
Contractors Assn.

PHCC

Plumbing-Heating-Cooling
Contractors

NECA

National Electrical
Contractors Assn.

ACCA

Air Conditioning
Contractors of America

Association partnerships currently in development. Ask about special member pricing.

Real Companies. Real Results.

PR

Phoenix
Roofing

Arizona

CP

City
Plumbing

Texas

DE

DR
Electric

Illinois

AH

Apex
HVAC

Florida

GL

Green
Landscape

California

PR

Premier
Remodeling

Georgia

Our 90-Day "No Regrets" Guarantee

If GetOptium doesn't help you book at least 3 new jobs from your old leads in the first 90 days, we'll refund every penny. No questions asked.

✓ No Setup Fees

We eat the cost if it doesn't work

✓ Cancel Anytime

No long-term contracts

✓ Full Refund

Every dollar back, guaranteed

SIMPLE, TRANSPARENT PRICING

Choose Your Growth Engine

No hidden fees. No long-term contracts. Just one simple price for a system that pays for itself with one extra job a month.

Starter System

For solo operators & small crews.

$97 /mo

Everything to stop losing leads:

  • Lead Engine (CRM & Unified Inbox)
  • Marketing Autopilot (Basic)
  • Simple Website Builder
  • Mobile App Access
Get Started
Most Popular

Growth System

For established teams ready to scale.

$297 /mo

Everything in Starter, plus:

  • ⭐ LOCAL AUTHORITY ENGINE
  • Job Command (Pipelines & Invoicing)
  • Advanced Marketing Automations
  • Unlimited Users & Contacts
Choose Growth

Pro System

For industry leaders & franchises.

$497 /mo

Everything in Growth, plus:

  • "Done-For-You" Onboarding
  • Dedicated Success Manager
  • API Access & Custom Integrations
  • Advanced Analytics Dashboard
Book a Call
Contractor Dave

"This isn't just a CRM. It's a 'get your life back' machine. I'm not missing dinner with my kids anymore to 'catch up on paperwork'. You can't put a price on that."

- Dave R, DR Electric, Chicago

📈 $47K more revenue in the first 90 days

YOUR QUESTIONS, ANSWERED

Frequently Asked Questions

Is this just another version of GoHighLevel?

A great question. While GetOptium is powered by the robust core infrastructure of GHL, it's an entirely different machine. We've spent thousands of hours building pre-made "systems" on top of it—automated workflows, industry-specific pipelines (for roofing, HVAC, etc.), and marketing campaigns that are ready to go on day one. You're not buying a box of parts; you're buying a fully-built engine tailored to your trade.

Is it hard to set up and learn?

Not at all. We built this for contractors, not tech wizards. Our "Done-For-You" onboarding means we handle the entire setup for you. For all plans, we provide a 1-on-1 launch call to get your team comfortable. Most users feel confident using the system within the first couple of days.

Can I cancel anytime? Are there contracts?

Yes, absolutely. There are no long-term contracts or sneaky cancellation fees. We operate on a month-to-month basis because we're confident that once you see the value GetOptium brings to your business, you won't want to leave.

What happens if I need help or support?

We've got your back. All plans include access to our US-based support team via live chat and email. Growth and Pro plans include dedicated strategy calls. We're not just a software provider; we're your strategic partner.

What is the best CRM for small contractors?

The best CRM for small contractors combines lead capture, automated follow-up, and job management without complexity. GetOptium's system at $297/mo replaces 8+ apps and includes the database reactivation feature that helps small contractors find their first $50K in lost revenue within 30 days.

How long does it take to set up?

GetOptium can be fully set up in 24 hours, including data migration, team training, and automation configuration. Most contractors are actively using the system and booking jobs from old leads within the first week. This is significantly faster than competitors like ServiceTitan (4-6 weeks) or Jobber (1-2 weeks).

What is database reactivation?

Database reactivation is the process of automatically re-engaging old leads and past customers through personalized text and email campaigns. GetOptium's system identifies "dead" leads from your phone, email, or spreadsheets and sends targeted messages to reactivate them. On average, contractors book 3-5 jobs from old leads in the first week, recovering $50K-$250K in hidden revenue.

Does it work for my specific trade?

Yes! GetOptium is pre-configured for plumbers, roofers, HVAC contractors, electricians, general contractors, landscapers, concrete contractors, and cleaning companies. Each trade gets industry-specific templates, automation workflows, and pipelines that match your unique business processes.

Stop Leaving Money on the Table.

Every day without an automated system is a day you're losing leads and wasting time. Let us show you how GetOptium can change that in a free, no-obligation 15-minute demo. See the system in action and get all your questions answered.

  • 100% Free, No Credit Card Required
  • Personalized to Your Specific Trade
  • See How You Can Save 15+ Hours a Week

Get Your Free Demo

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