Contacts and CRM

Every customer's whole story in one file.

A contractor CRM doesn't need forty fields. It needs to answer the phone for you: who is this, what did we do for them, what did we quote, and do they owe us. Redline keeps that in one file per person and fills it in as you talk to the chat.

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Adding a lead and logging a call

Add Maria Lopez, 617-555-0142, 8 Pine St in Lowell. Wants a price on a new 50 gallon water heater.

Ready to add Maria Lopez, 8 Pine St, Lowell, as a lead, with a note that she wants a price on a 50 gallon water heater. Confirm?

Confirm. Also log a call with Tony Ferraro: he wants the sump pump quote by Friday.

Logged the call on Tony Ferraro's file: wants the sump pump quote by Friday. Want me to start a water heater job on Maria's file too?

New contacts wait for your confirm. Logging a call applies right away and sends nothing.

What's in a customer's file

Buttons that do the next thing

Call, Email, Invoice and Log a call sit at the top. Call opens your phone's dialer; Invoice needs Solo or higher.

Three tiles at a glance

This year, open work and last contact, right under their name. Enough to know where you stand before you say hello.

Five tabs

Activity, Jobs, Emails, Invoices and Notes. The Emails tab holds what you sent or drafted through Redline from your Gmail.

Notes with photos

The Notes tab gathers notes and photos from the contact, items you filed from Quick-Sort, and photos from their jobs.

Tags and a Quiet filter

New contacts start as leads and become customers when a job is accepted. The Invoices tab shows what's still open, so whoever picks up knows to ask about the last bill before booking the next job.

Leads from your Pro Page

Quote requests from your free Pro Page land here tagged lead, ready for a callback.

Built for the way calls actually come in

Most customer history in the trades lives in a call log, a text thread and somebody's memory. When the homeowner calls back in March about the estimate you gave in October, you want the price, the photos and what was said, without scrolling.

In Redline the list filters to All, Customers, Leads or Quiet, so the people who have gone silent are one tap away. Logging takes a sentence: "log a call with Chen, wants the gutter guards too" lands on Chen's Activity tab with the date. You can log a call, an email, a note, a payment or a text you sent from your own phone; it's a record only, and Redline doesn't send anything.

If you're in a basement with no signal, logged activity waits on your phone and syncs when you're back online. The rest of the app needs a connection.

Straight answers before you switch

Redline does

Keep one file per customer with jobs, emails, invoices and notes
Add and update contacts by chat, after you confirm
Log calls and notes in a sentence
Tag leads and customers, and show who has gone quiet

Redline doesn't

Import contacts from a CSV, your phone or another app
Send texts (logging one is a record only)
Place or record calls (Call opens your dialer)
Run email marketing or connect to Mailchimp
Give customers a portal to log in to

Questions contractors ask

Can I import my customer list?

Not today. There's no CSV or phone import. Add customers by chat as they call, or type a few at a time: "add the Hendersons, 12 Oak, Andover, past customer".

What happens to jobs if I delete a contact?

Deleting a contact also deletes their jobs, which is why Redline asks you to confirm first.

Is the CRM free?

Yes. Contacts, the pipeline and the calendar are on Free. Invoices from the contact file start on Solo. See pricing.

Can my office see the same contacts?

On Team and up, everyone in the workspace shares contacts and history. See team accounts.

Start with the next person who calls.

Start on Free and add them by chat. Their file builds itself from there.