Deals go quiet
Weeks pass between the bid and the award. By the time you check in, someone else already has the order.
A daily call queue ranks everyone by how overdue they are.
Early access · Now taking waitlist signups
Know who to call today. Win more of the deals you're chasing.
SRM CRM is built for B2B field reps who sell into projects, not just accounts. It tracks every lead, project and bid, ranks who's due for a follow-up, and puts your whole territory on a map, on your desktop and your phone.
- Free to join, no card, no commitment
- Plans from $129/mo
- Works on desktop, iPhone & Android
Desktop + phone appInstall it to your home screen on iPhone or Android.
Bring your spreadsheetImport contacts, companies and projects from CSV.
Works with OutlookDrafts open in Outlook or your mail app, ready to send.
Your data stays yoursExport your records to CSV any time.
The problem
Most CRMs store your contacts. They don't tell you who to call.
Field reps juggle dozens of jobs, each with a developer, a few bidding contractors and a timeline that keeps moving. Generic CRMs were built for inside sales, so the follow-up plan ends up on sticky notes.
Timing is guesswork
You know a job is "coming up," but not whether it's 90 days or 30 days out, so you're too early or too late.
Projects move through 90/60/30-day stages on their own, based on the start date.
Your territory is in your head
Spreadsheets can't show which jobs and accounts are near each other, so windshield time gets wasted.
Every project, lead and company on one map, with route planning.
How it works
Up and running in three steps
No consultant required. Bring what you already have and start working your list the same day.
1
Bring in your book
Load the contacts, companies and jobs you already track.
- CSV import with column mapping
- Everything lands in a review screen before it's saved
- Paste an email or upload a PDF and have contacts and projects pulled out for you AI add-on
2
Track leads, projects & bids
Every opportunity has a clear stage, and every person has a follow-up rhythm.
- Leads move Planning → Working → On Bid List
- Convert to a project when the invitation to bid arrives
- Track a separate bid for each contractor on the job
3
Work the queue
Open SRM CRM and it tells you who's due today and why.
- One-tap Call, Email, Text or Snooze
- Ready-made email and text templates
- Each touch is logged, so nothing slips
Inside the product
Real screens, not mockups
Everything below is the working product, shown with sample data.
Call queue
Start every morning knowing exactly who to call
Each contact gets a touch rhythm based on how close their projects are to starting. SRM CRM puts the most overdue people first.
- Cadence set by the deal. A contact on a 30-day job is due weekly; a long-term account every few weeks. You set the day counts.
- One click to act. Call, email, text or log a touch without leaving the list.
- Snooze with a reason. Push someone out when the timing isn't right, and they come back on their own.
Pipeline board
See every deal by how close it is to starting
Projects sort into 90+, 90, 60 and 30-day columns from their construction start date, and move forward on their own as the date approaches.
- Drag to update. Move a card to change its timeline, put it on hold, or mark it won.
- Dollar totals per column. Know what's closing this month versus next quarter.
- Printable pipeline report. Dated, titled and exportable to CSV for your manager.
Map & routes
Your whole territory on one map
Every project, lead and company is pinned automatically from its address. Plan a day of visits and add stops by name.
- Plan a trip. Build a route, check off visits, and see what else is nearby.
- Fix pins fast. Drag a pin to the exact spot, or clean up approximate locations in bulk.
- Filter the view. Show only projects, leads or companies, or a single market.
Project record
Everything about a job on one page
Stage, location, developer, architect, electrician, the whole project team and every bid, with call, email and text buttons next to each person.
- A primary contact per firm. Know who to reach first on every job.
- Funded, on-hold and started flags. Know the real status of every job.
- Private by default. Share a record with one teammate or the whole team when you choose.
Email & text templates
Cycle through saved drafts, edit, then open in Outlook or your phone's messages.
Tasks & calendar
To-dos, appointments and reusable playbooks, with a calendar feed for your phone.
Reports
Pipeline, customers, companies and contacts. Printable and CSV export.
Save to phone
Send any contact straight to your phone's contacts in one tap.
Outlook sync Pro
Connect Microsoft 365 to link email conversations to your records.
KPIs & custom reports Pro
Build your own filtered reports and track activity goals.
Team sharing Pro
Private records by default, with sharing to one teammate or the whole team.
Duplicate cleanup Pro
Find and merge duplicate companies and contacts, and keep their history.
Who it's for
Built for reps who sell into projects
If your sales depend on jobs with timelines, several decision-makers and competing bids, SRM CRM fits how you already work.
Construction supply & building products
Lighting, electrical, fixtures, finishes and other packages sold to developers and contractors on multifamily and commercial jobs.
See the construction workflow →Manufacturers' rep agencies
Multiple lines, shared accounts and a territory to cover. Track who owns each relationship and keep the whole team on cadence.
Distributors & suppliers
Outside sales teams working contractor accounts, with quotes out on several jobs at once.
Other B2B field sales
Any team that visits customers in person and wins deals through steady follow-up. Stages, cadences and fields are all adjustable.
Built out for construction sales
Selling into construction? It's already set up for you.
SRM CRM follows a job from first rumor to purchase order, including the reality that several contractors bid the same project.
1 · Lead
Spot the job early
Log a planned project and the developer, architect and engineer behind it.
PlanningWorkingOn bid list
2 · Invitation to bid
Convert to a project
When the invitation to bid arrives, one click turns the lead into a project and carries its contacts over.
Invitation received
3 · Bids
One bid per builder
Track each contractor's bid separately, with revisions, due dates, amounts and plan links.
InvitedSubmittedWon / Lost
4 · Countdown
Stages move on their own
As the construction start gets closer, the project moves forward and follow-ups speed up.
90+906030 days
Made for multifamily and commercial jobs
- The right roles on every job: developer/owner, builder/GC, architect, interior designer, electrical contractor, engineer and owner's rep.
- Project details that matter: units, building type (garden, podium, wrap, high-rise), estimated value, win odds, funded and HUD flags.
- Won jobs stay on your radar with a monitoring cadence, so you're in position for the next phase.
- Request updates in bulk: send a monthly status request to the right contact at each firm.
- Pipeline report by 90/60/30 with builder and electrician contacts, funding and last touch, ready to print.
Straight talk
New software. No fake logos.
SRM CRM is just opening to outside teams, so you won't find a wall of customer logos or made-up testimonials here. What you will find are real screens of a working product, and published prices.
- The screenshots above are the actual product, shown with sample data.
- Prices are published, not hidden behind a sales call.
- Joining the waitlist is free and doesn't commit you to anything.
- Early teams talk directly with the people building SRM CRM.
Pricing
Simple plans that grow with your team
Pick a plan for your team size. Add users or AI features when you need them.
Starter
For the individual rep who wants a real system instead of a spreadsheet.
$129/ month
Includes 1 user
- Companies, contacts, leads, projects & bids
- 90/60/30-day pipeline stages that update themselves
- Call queue with follow-up cadences & snooze
- Email & text templates that open in Outlook, with touch logging
- Tasks, calendar & activity history
- CSV import and standard reports (print + CSV)
- Installable phone app + save contacts to phone
- Map of all projects and companies
Pro
For small teams that share accounts, run routes and report up to a manager.
$299/ month
Includes 3 users
- Everything in Starter, plus:
- Route and trip planning, plus pin cleanup tools
- Drag-and-drop pipeline boards
- KPI dashboard & custom report builder
- Outlook / Microsoft 365 email sync
- Team sharing & visibility controls
- Duplicate finder & merge
Custom
For larger teams, multiple markets, or a move from another CRM.
Contact for pricing
Sized to your team
- Everything in Pro, plus:
- Data migration from your current CRM or spreadsheets
- Custom fields, project roles and markets
- Dedicated onboarding for your team
Add-ons for any plan
AI assistant: turn pasted emails, PDFs and business cards into contacts and projects, write drafts, research leads
Guided setup & data import
Additional users
Prices in USD. This is planned launch pricing and may change before general availability. Add-on pricing will be shared when early access opens.
Security, data & onboarding
Answers before you have to ask
You own your data
Your records belong to you. Export contacts, companies, projects and reports to CSV whenever you want.
Private by default
Each rep's records are private until they share them with a teammate or the whole team. Admins manage who can see what.
Secure connections
All traffic is encrypted over HTTPS. If you connect Outlook, its access tokens are stored encrypted, and you can disconnect any time.
AI is optional
AI features are an add-on you choose to turn on. We explain exactly what they do in our AI disclosure.
Easy to switch
Start with a CSV import. Every import lands in a review screen first, so nothing messy slips into your data.
Nothing to install
It runs in your browser. Add it to your phone's home screen and it opens full-screen like a regular app.
FAQ
Common questions
What happens when I join the waitlist?
We'll add you to our early-access list and reach out as spots open, usually to set up a short walkthrough and make sure SRM CRM fits how your team sells. Joining is free and doesn't commit you to buy anything.
When will SRM CRM be available?
We're opening access to teams in waves. We haven't announced a general launch date yet; waitlist members hear first.
Is it only for construction?
No. Construction supply is the workflow that's fully built out today: leads, invitations to bid, one bid per contractor and 90/60/30-day stages. The core (contacts, companies, cadences, call queue, map, tasks and reports) works for any B2B field-sales team, and stages, roles and markets can be adjusted.
How does per-user pricing work?
Starter ($129/month) includes 1 user and Pro ($299/month) includes 3. You can add users to either plan. Additional-user pricing will be shared when early access opens. Custom plans are sized to your team.
Can I bring in my existing data?
Yes. Every plan includes CSV import with column mapping and a review step before anything is saved. The AI add-on can also pull contacts and projects out of pasted emails, PDFs and business-card photos. Custom plans include hands-on migration.
Does it work on my phone?
Yes. SRM CRM runs in any modern browser and can be installed to your home screen on iPhone and Android, where it opens full-screen like a native app. You can also save any contact straight to your phone's address book.
Does it work with Outlook?
On every plan, email drafts open in Outlook (web or desktop) or your default mail app, ready to send. Pro adds a Microsoft 365 connection that links your email conversations to the right records.
What do the AI features do, and are they required?
They're optional. The AI add-on can read a pasted email or PDF and suggest contacts, companies and projects, scan business cards, draft custom emails, research a lead, and help find a project's location. Every suggestion goes to a review screen before it's saved. See our AI disclosure for details.
Who owns my data?
You do. You can export your records to CSV at any time. See our Privacy Policy and Terms of Use for the details.
Early access
Be one of the first teams on SRM CRM
Tell us a little about your team. We'll reach out when your spot opens.
- Free to join. No credit card, no commitment.
- A real person follows up. Not an automated drip campaign.
- Your feedback counts. Early teams help decide what gets built next.
You're on the list!
Thanks for your interest in SRM CRM. We'll email you as soon as your early-access spot opens.