Track every prospect from first call to signed contract. Nothing falls through.
Ressio's built-in CRM keeps your leads, pipeline, and follow-ups organized in the same system where your projects live. When a prospect becomes a client, there's no handoff — everything's already there.
Harper Residence
Delgado Deck
Whitfield Kitchen
Nolan Addition
Baumann Reno
Garcia ADU
A CRM built around how builders sell
Not a generic sales tool adapted for construction. A purpose-built pipeline that tracks prospects the way custom builders actually work — from first inquiry through estimate, proposal, and won contract.
Harper Residence
$180k
Whitfield
$96k
Nolan Addition
$310k
Garcia ADU
$154k
Drag a card to move a deal forward. Or switch to a table — your choice.
Your pipeline — board or table, your choice
See every active prospect at a glance. A configurable pipeline board shows where each lead stands — Prospect, Estimate Sent, Proposal Out, Won. Switch to table view to sort and filter by budget, project type, or stage. No more spreadsheet you meant to update last week.
- Configurable pipeline stages that match your sales process
- Board view (kanban) or table view — switch between them
- Filter by stage, status, lead source, and project type
- Inline editing — update fields without opening a separate screen
Discovery call — scope & budget
Sent proposal PDF
Prefers to break ground in Sept
Left voicemail — follow up
Activity log — every touchpoint recorded
Log calls, emails, and meetings against each prospect automatically. Your activity log shows the full history of every lead — when you first spoke, what you discussed, what's pending. Follow-up reminders so nothing gets forgotten when you're running a job.
- Log calls, emails, notes, and meetings per lead
- Follow-up reminders tied to each prospect record
- Full activity history — every touchpoint in order
- See what's overdue and what needs attention today
Nolan Addition
Jordan Nolan · Springfield, TN
Capture the details that matter — budget, timeline, project type
Every lead comes in with different information. Ressio captures the fields that matter for custom builders: project address, target start date, budget range, and project type — alongside the standard contact info. No more missing details when it's time to estimate.
- Custom prospect fields — address, budget, start date, project type
- Lead source tracking — know where your best prospects come from
- Attach files and notes to the prospect record
- All contact and project info in one record
Garcia ADU
$154,000 · signed 2 min ago
No re-keying. The whole history comes with it.
Convert a prospect to a project in one click
When a prospect signs, mark them won and convert to a project instantly. All the lead information — contact details, project specs, budget notes — carries over. No re-entering anything. The project is ready to run the moment the contract is signed.
- Mark lead as won and convert to active project in one step
- All prospect data carries into the project record
- Estimate created during sales becomes the project estimate
- No re-entry — the CRM and the project management system are the same system
From first inquiry to active project in three steps
Capture the lead
A prospect comes in — from your website form, a referral, or a direct call. Log them in the CRM with project details, budget range, and source. They're in the pipeline from the first conversation.
Track and follow up
Move them through your pipeline stages. Log every call and meeting. Set follow-up reminders. Send your estimate and proposal directly from Ressio. The activity log keeps the full history.
Win and convert
Mark the lead won. Convert to an active project in one click. Everything from the sales process — contact info, project details, estimate — is already in the project. Start building.
CRM connected to the rest of your business
Ressio's CRM lives inside the same platform as your estimates, scheduling, and financials — so a lead that becomes a project never needs to be re-entered anywhere.
Leads captured from your website land directly in your Ressio CRM — no manual import or Zapier required.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
Ressio is intuitive, modern, and easy to use. It brings estimating, subcontractor bidding, project management, and client communication into one platform.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
We needed something easier to use and back to basics. BuilderTrend started to become too much with too many bells and whistles.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
The estimating tool and the ability to produce fast, accurate, professionally organized estimates and proposals.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
I enjoy the depth of detail that can be included into estimates and that almost anything can be turned into a reusable template.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
It helps us deliver on our promise by creating more transparency, smoother workflows, stronger communications, and a more enjoyable building process for our homeowners.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
The software is simple for both our team and our clients to use. It’s clean, professional, and organized — without all the extra stuff we don’t need.
I feel more organized and feel we will gain more credibility from our clients.
I feel more organized and feel we will gain more credibility from our clients.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
Customer support is always there when I need it, even on the weekends. Love the collaboration from bottom to top.
User friendly and it covers what you need in construction without making things too over complicated.
User friendly and it covers what you need in construction without making things too over complicated.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
What I like most about the software is the estimate creation and how it pushes bills to QuickBooks.
I was very impressed at how easy, intuitive and powerful it was.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
Customer service and onboarding has been top notch! By far the best customer service experience we have had with this type of software.
It’s so easy to use and share with anyone.
Best decision we have made — our team loves Ressio.
We have seen an increase in sales and a decrease in project timelines.
We have seen an increase in sales and a decrease in project timelines.
The great team at Ressio made the transition from our previous software seamless.
The great team at Ressio made the transition from our previous software seamless.
From the software itself, to the hands-on support, it has been a refreshing experience.
From the software itself, to the hands-on support, it has been a refreshing experience.
Using Ressio has been a definite upgrade from our former construction management software.
Using Ressio has been a definite upgrade from our former construction management software.
The team is unbelievable and so responsive to anything that comes up.
The team is unbelievable and so responsive to anything that comes up.
The intuitive design makes navigating Ressio easy.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
The estimating, job costing, selections, and budget tools are incredibly well built and simple to use.
It’s easy to use, even for people who aren’t familiar with construction software.
It’s easy to use, even for people who aren’t familiar with construction software.
We appreciate the workflows from pre-construction to production.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
The ease of use and intuitive structure and interface makes switching to Ressio so pleasant.
Ressio is simple, and my employees took it like ducks to water.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
The best feature about Ressio is the ease of utilizing messaging while currently inside another page.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
Ressio has been a great resource for us. We heavily utilize the schedule and calendar features, which has bolstered our scheduling accuracy, professionalism, and accessibility.
It has helped elevate the financial part of our business to where we knew it should be.
It has helped elevate the financial part of our business to where we knew it should be.
User interface is the cleanest and easiest we’ve used.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ressio is valuable for my business as it consolidates all our processes into a single platform.
Ease of use. Thoughtful about what builders need.
We found that it is easy to adopt the features that we want and need into our day to day processes.
We found that it is easy to adopt the features that we want and need into our day to day processes.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
The ability to keep all job information, including client conversations, vendor estimates, client invoices, vendor billing, etc. in one location.
Frequently asked questions
Yes. Ressio includes a purpose-built CRM for custom builders and remodelers. Track prospects through configurable pipeline stages, log activity, set follow-up reminders, and convert won leads to active projects in one click — all within the same system you use to run jobs.
Yes. Pipeline stages in Ressio are configurable to match your sales process. Set up stages that reflect how you actually sell — from first inquiry through estimate, proposal, and signed contract.
Ressio includes an embeddable website lead capture form. When a prospect fills out your form, their information lands directly in your Ressio CRM — no manual import, no Zapier, no copy-paste. The form captures contact details, project address, budget range, target start date, and project type.
Yes. Each prospect record includes a lead source field so you can track where your best leads come from — website, referral, trade show, social, or any custom source you define.
When a prospect is marked won, you convert them to an active project in one click. All information from the lead record — contact details, project notes, budget, and estimate — carries into the project automatically. There's no re-entry and no separate handoff process.
Yes. The activity log on each prospect record lets you log calls, emails, notes, and meetings. You can also set follow-up reminders that surface when action is due — so no lead goes cold because you got busy running a job.
Yes. You can create an estimate directly from a prospect record in Ressio. When the lead converts to a project, that estimate becomes the project estimate — no re-entering line items or rebuilding the cost structure.
Yes. Ressio's CRM is accessible to all team members with appropriate permissions. Admins see all prospects; team members see the prospects and projects they're assigned to. Activity logs are shared so the whole team stays aligned on where each lead stands.
One Connected System.
See Ressio in a free demo. No pressure, no lengthy sales cycle — just a real look at how it works for your business.