Capture leads, run follow-ups, send estimates, and move sold work into active jobs and invoices without bouncing between spreadsheets and inboxes.
Taskyy CRM Pipeline
Taskyy keeps contact data, notes, source, and stage together so your team can work from one reliable CRM record.
Lead Record
Follow-up should be a repeatable process, not memory-based work. Taskyy helps teams set and execute next actions consistently.
Follow-up Queue
When a lead is sold, handoff to operations should be immediate. Taskyy connects CRM activity to estimates, invoicing, and scheduling.
Conversion Workflow
From first call to final invoice, client context stays connected so office and field teams can make faster decisions.
Client Timeline
Taskyy focuses on the CRM workflow real contractors need: capture opportunities, execute follow-up, and move won work directly into production and billing.
Start using Taskyy free to centralize your contractor CRM, improve follow-up execution, and convert more opportunities into booked work.
Start Using Taskyy FreeMost contractors lose revenue when lead details, follow-up notes, and client records are scattered across texts, inboxes, and spreadsheets. Taskyy centralizes those records so your team can see exactly where each opportunity stands.
From first inquiry to signed work, Taskyy helps you track contact details, status updates, appointment notes, and conversion outcomes. This makes your contractor CRM process repeatable and measurable instead of ad hoc.
A contractor CRM should not only store names. It should support real actions: next steps, reminders, scheduling calls, and documenting objections so your team knows how to move each deal forward.
Taskyy supports pipeline-style lead status tracking and lets you connect that process to estimates, invoices, and scheduling once a lead is sold. This reduces re-entry and prevents details from getting dropped during handoff.
With lead and client activity linked to invoices and job records, contractors can see where revenue comes from, how long it takes to close work, and where follow-up is falling behind.
That visibility helps you prioritize higher-value opportunities, improve response time, and standardize customer communication across office staff and field teams.
Yes. Core contractor CRM workflows are available without a credit card. Optional add-ons are available when your team needs them.
Yes. Taskyy links lead and client workflows with estimate and invoice processes to reduce re-entry and workflow gaps.
Yes. The product is designed for practical contractor operations and is suitable for small teams that need fast adoption.