Remodeling CRM that follows up on every lead
Remodel leads take months to decide. Stay close the whole way.
Remodeling CRM for a remodeling company holds quotes, follow-up and missed-call text back. Remodeling contractors use it for the jobs that already fill the week. A finished kitchen gets talked about at dinner parties. Most of your best jobs come from someone who already saw. The CRM is free to start. Text-back comes with Ascended, $449 a month.
A kitchen or bath project can take weeks of talk before anyone signs. Puffly keeps the bid, the design questions and the next step in one place.
Where remodeling company leads come from
Past clients and their friends
A finished kitchen gets talked about at dinner parties. Most of your best jobs come from someone who already saw your work.
Designers, architects and realtors
They meet homeowners before you do. One reliable referral partner can bring several projects a year.
Google reviews and a project gallery
Homeowners research a contractor closely before inviting them in. Reviews and photos decide who gets the call.
Yard signs and jobsite neighbors
A dumpster and a sign in the driveway spark conversation up and down the street.
What slow follow up costs a remodeling company
A remodel is a big decision, so homeowners collect bids for weeks and lean toward the contractor who seems organized and responsive. If your bid goes out and nobody follows up, it can sit in a stack. Past clients who planned a second phase may start over with someone else.
Remodeling CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a remodeling company could lay it out.
- Consult requestA homeowner wants to talk about a project, with a rough idea of scope and budget.
- Walkthrough and scopeYou've seen the space, listened to what they want and noted any structural surprises.
- Bid outA written proposal with allowances, timeline and what's excluded.
- Contract and depositThey've signed, permits are being pulled and the start date is on the calendar.
- Build and punch listWork is underway, and the last stretch is a final walkthrough of small fixes.
Follow up moments worth a reminder
Bid sent ten days ago, homeowner is comparing three contractors
"Hi Elena, it's Chris from the remodeling crew. I wanted to check in on the bathroom bid. Happy to walk through any line items with you, or adjust the scope if the budget is tight."
A past client from two years ago mentioned wanting to redo the upstairs bath
"Hi Tom, you mentioned the upstairs bath when I was last out. Want me to stop by and look at it? Since we already know the house, I can give you a rough number quickly."
Final punch list is done on the kitchen
"Hi Maria, the punch list is wrapped up. If you're happy with how it turned out, would you leave us a review? And if you know anyone planning a project, we'd love an introduction."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Many homeowners plan in winter and build from spring through fall. That makes late fall and winter the time to keep bids warm and past clients in touch, so your spring schedule is already filling.
Missed calls and after-hours calls
Remodeling work misses calls because the person who would answer is already with a customer. A finished kitchen gets talked about at dinner parties. Most of your. The next caller rarely leaves a voicemail they trust. They phone another remodeling company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Many homeowners plan in winter and build from spring through fall. That makes late. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many remodeling contractors use both.
Remodeling lead follow-up, step by step
Remodeling lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Consult requestCapture it the day it arrives. A homeowner wants to talk about a project, with a rough idea of scope. A remodeling lead that stays in a private text is the one that goes cold by Thursday.
- Walkthrough and scopeSend the number with the day you will check back. You've seen the space, listened to what they want and noted any structural surprises. Put that check on the remodeling deal so it does not depend on memory.
- Bid outWhen they say yes, book the date and write what you promised. A written proposal with allowances, timeline and what's excluded. The customer should see the same facts you do.
- Contract and depositDo the work, then say what happens next in one message. They've signed, permits are being pulled and the start date is on the calendar. A short update prevents the call that asks if you forgot them.
- Build and punch listAfter the job, ask for the review or the next visit while it is fresh. Work is underway, and the last stretch is a final walkthrough of small fixes. Then close the loop on the record.
If a remodeling company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a remodeling company
Treat each source as its own next step. A remodeling week usually mixes Past clients and their friends, Designers, architects and realtors, Google reviews and a project gallery, Yard signs and jobsite neighbors. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. A finished kitchen gets talked about at dinner parties. Most of your best jobs come from someone who already saw your work. They meet homeowners before you do. One reliable referral partner can bring several projects a year. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Bid sent ten days ago, homeowner is comparing three contractors A useful reply names the job: "Hi Elena, it's Chris from the remodeling crew. I wanted to check in on the bathroom bid. Happy. A past client from two years ago mentioned wanting to redo the upstairs bath "Hi Tom, you mentioned the upstairs bath when I was last out. Want me to stop. Save those as tasks on the record. A busy afternoon should not be what erases them.
Remodeling CRM FAQ
My deals stay open for months. Does that work?
Yes. A deal can sit at the bid stage as long as it needs to. Puff can flag who has gone quiet so you can check in.
Can I track designers and architects who refer me?
Yes. Add them as companies or contacts, so you can see who sends work and when to say thanks.
Does Puff message clients on its own?
No. Puff drafts the message, and outreach waits for your approval by default.
Puffly for related trades
Puffly in Houston
Puff Voice answers the calls Houston remodeling contractors miss. The city page is the same trade, written for Houston.
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