The hub of the whole business
CRM for contractors.
One record per customer.
FullScope Pro's CRM is where every customer, company, property and contact lives — with the calls, texts, notes, quotes, jobs and invoices that belong to them. Built for contractors, not borrowed from a sales team.
- Customers, companies & properties
- Calls and texts on the record
- CSV import & export
Most CRMs were built to sell software subscriptions. A contracting business has different problems: one customer owns three properties, a property manager sends work for twenty buildings, a homeowner calls back two years later about a warranty. A sales CRM does not know what to do with any of that.
FullScope Pro's CRM was built inside a working contracting company. It is the hub every other module hangs off — requests, quotes, jobs, photos and invoices all link back to the customer, so the customer record shows the whole history without anyone copying it there.
What lives on a customer record
- People and companies. Homeowners, property managers, general contractors and commercial accounts, with the contacts at each company.
- Properties. Every address you have worked at, tied to the customer who owns or manages it.
- Activity. Notes, calls, texts and emails logged against the customer, so whoever picks up the phone knows what was said last.
- The work. Requests, quotes, jobs, job photos and invoices — each one opened from the customer, never duplicated onto it.
Inside the CRM
Everything the office needs to follow up.
Pipeline
See where every lead and open quote stands, using the stages your business actually uses.
Saved views
Filter any list — by stage, owner, city, anything — and save the view so the team can come back to it.
Phone & text
Aloware calling and texting connected to the CRM, so conversations land on the customer record.
Import & export
Bring customers, companies and vendors in from a spreadsheet, and export them to CSV whenever you want.
From first call to finished job
A lead from your website form, a phone call or a referral becomes a request on the customer's record. From there the estimator builds a quote with the estimating tools, the customer approves and signs from a link, and the approved quote becomes a job. Everything that happens on the job — photos, change orders, invoices — shows up back on the customer.
Nothing is stored twice. The CRM displays the jobs and invoices; the jobs and invoices own their own data. That is why the numbers on a customer record always match the numbers on the job.
Getting your customers in
Most contractors arrive with a spreadsheet or an export from another tool. FullScope Pro imports CSV files for people, companies and vendors, previews the result before anything is saved, and matches rows on re-import so the same file can safely be run twice. When you want your data out, export it to CSV — it is your customer list, not ours.
Built for the whole team
Permissions per person
Decide who can view the CRM and who can change it, person by person. A crew lead can look up a customer's address without being able to edit the account.
English and Spanish
Every screen works in English and Spanish, and team messages are translated live, so notes on a customer are readable by everyone who needs them.
Service after the sale
The Service Hub sits on the same customer records: service agreements with scheduled visits, a help desk, a knowledge base and satisfaction surveys. Repeat work starts from the history you already have.
Included
What you get with the CRM
The CRM is part of every plan, starting with Starter.
- Customers, companies, properties and contacts
- Activity timeline with notes, calls and texts
- Pipeline with your own stages
- Saved views and filters on every list
- CSV import with preview, and CSV export
- Requests, quotes, jobs and invoices linked to the customer
- Service agreements, help desk and knowledge base
- Per-person permissions and English/Spanish
Questions
Common questions
Can I import my customers from a spreadsheet?
Yes. Upload a CSV of people, companies or vendors, map the columns, preview the result and then commit it. Re-importing the same file matches existing rows instead of creating duplicates.
Can I export my data?
Yes. Customer, company and vendor lists export to CSV at any time. Your data belongs to your business.
Does the CRM log phone calls and texts?
When you connect your own Aloware account, calls and texts are tied to the customer record, so the office sees the conversation history in one place.
Is the CRM included in every plan?
Yes. CRM, estimating and jobs are the core of every plan, starting with Starter. See the pricing page for what each plan adds.
Can a property have a different owner than the person who calls?
Yes. Properties, people and companies are separate records linked together, so a property manager, an owner and a tenant can all be connected to the same address.
See it with your own customer list
Compare plans on the pricing page, see how the CRM fits the rest of the contractor management platform, or read the FAQ on importing and data ownership. Working in a specific trade? See remodeling or HVAC.
Book a Demo
See it on a real contracting business.
A live walkthrough of the modules you'd actually use — CRM, quoting, jobs, field capture, invoicing and payroll — with the people who built it.
What to expect
We'll reach out to find a time, then walk you through FullScope Pro on the kind of work you do. Bring your questions and the tools you're trying to replace.
- Length About 30 minutes
- Where Online — screen share
- Already a customer? Log in
Book a Demo
Tell us a little about your business and we'll set up a time.
Run your business on one login.
See it on a business like yours, connect your own accounts, and bring your team in when you're ready.