The CRM Built for Paving Contractors — Not Generic Service Businesses
Track every lead from first call to signed contract. Kanban pipeline, follow-up reminders, site visit logging, and revenue forecasting — all connected to your proposals and work orders.
A pipeline that matches how paving sales actually work
Six stages built around the paving sales cycle — from first call to signed contract.
Incoming inquiries — not yet contacted
Reached out, scheduled or awaiting callback
Audit scheduled or completed
Waiting on client decision
Signed — create work order
Track lost reason for future improvement
CRM features built for the field
Simple enough to use from a truck cab. Powerful enough to manage a $5M pipeline.
Visual Kanban pipeline
Drag leads through stages: New → Contacted → Site Visit → Proposal Sent → Won / Lost. See your entire sales pipeline at a glance.
Lead source tracking
Tag every lead with its source — referral, Google, yard sign, door knock. Know which channels are generating your highest-value jobs.
Follow-up reminders
Set a follow-up date on any lead and get notified when it's time to call. Never let a warm lead go cold because you forgot to follow up.
Site visit logging
Log site visits directly on the lead record. Attach a site audit to the visit so all inspection data is tied to the lead — not scattered in a notebook.
Revenue forecasting
See the total value of your pipeline by stage. Know how much revenue is in "Proposal Sent" vs "Won" so you can staff and schedule accordingly.
Win rate by source
Compare close rates across lead sources, sales reps, and job types. Double down on what's working and stop wasting time on low-converting channels.
Your CRM connects to everything
Unlike Salesforce or HubSpot bolt-ons, PaveDesk's CRM is native to your workflow. One lead record links your site audit, proposal, change orders, work order, and invoice — no copy-paste, no data loss.
Frequently asked questions
Is this a standalone CRM or part of a larger platform?
The CRM is deeply integrated into PaveDesk. Leads flow directly into site audits, which flow into proposals, which become work orders. You never re-enter the same data twice.
Can I import my existing leads from a spreadsheet?
Yes. PaveDesk supports CSV import for leads and clients. You can map your spreadsheet columns to our fields and import your full pipeline in minutes.
Can multiple sales reps share the pipeline?
Yes. Every lead can be assigned to a team member. Managers see the full pipeline; reps see their own queue. All activity is logged with who did what and when.
Does the CRM track proposal follow-ups automatically?
When a proposal is sent, PaveDesk moves the lead to "Proposal Sent" automatically. You can set a follow-up reminder directly on the lead if you don't hear back within your target window.
Can I add custom fields for my business?
Yes. You can add custom fields to lead records — HOA contact, property management company, lot size, and any other data points relevant to your sales process.
Stop losing leads to spreadsheet chaos
Start your free trial today. Import your existing leads from CSV in minutes.