Drywall and insulation contractors sit in the middle of the schedule: you move in after framing and rough-in, and the whole project depends on you hitting dates. You’re handling takeoffs, estimates, site walks, change orders, moisture issues and last-minute scope tweaks from GCs and owners. When details are scattered across texts, emails, spreadsheets and notepads, it’s easy to lose track of site conditions, approved scopes and who signed off on what. A simple, free, mobile-first CRM gives you one place to track every customer, project and site note so your drywall and insulation jobs stay organised from bid to punch.
Use the Companies module to store general contractors, builders, developers and key commercial clients, as well as property management firms and owners. Link project managers, supers, site contacts and owner reps as Contacts. Every inquiry, walkthrough, pre-con call and scope review can be logged as an activity, so you always know who you spoke to, what was agreed and which building or unit it relates to.
Generic office tools don’t understand board thickness, fire ratings or R-values. With flexible custom fields, you can shape the CRM around your drywall and insulation workflow. Track board type and thickness (1/2" regular, 5/8" Type X, moisture/mold resistant, abuse-resistant, sound-rated), number of layers, ceiling height, framing spacing (16" OC / 24" OC), level of finish, and special details like shaft walls or resilient channels. For insulation, capture product type (fiberglass batts, blown-in cellulose, spray foam, mineral wool), R-values by area (attic, walls, floors), cavity depth, vapor barrier requirements and air-sealing notes. You can also store code inspection notes, problem areas (cold corners, condensation spots) and warranty details so they’re easy to reference later.
When you’re juggling multiple jobs, you don’t have time to dig through old emails. Use advanced search and powerful filtering tools to find active projects for a specific GC, jobs in a certain city or ZIP code, work at a particular value band, or projects currently at pre-rock vs ready for insulation vs ready for taping. The built-in dashboard gives you a clean snapshot of how many companies and contacts you’re working with and what’s been happening recently, without bloated sales charts getting in your way.
Estimators and foremen spend their days on jobsites, not at desks. This CRM uses mobile-first technology and is built to be fast, so it works brilliantly on phones and tablets. On site, they can pull up project records, see the latest notes from the GC, review what was included in the estimate and add new details about framing quality, access issues or extra areas discovered during the walk. Everyone – from office admin to field leads – works from the same current information, which means fewer surprises and cleaner change orders.
Whether you’re a small crew or a growing drywall and insulation contractor with multiple estimators, foremen and office staff, the CRM is completely free for up to 30 users. Office staff can log new leads, update contact details and track follow-ups. Estimators can keep notes on takeoffs and scopes. Foremen can add daily jobsite notes and mark key milestones. Everyone shares the same organised system without monthly subscription costs eating into your margins.
As your business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website quote forms so new leads automatically create Companies and Contacts, or integrate with other systems where you manage estimates, schedules or production. New opportunities and contacts flow straight into your CRM, ready to be qualified, followed up and turned into booked projects.
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements, and track responses in one place. The ticketing is for you as a user of the CRM – it’s not designed for your own jobsite service calls – so the system stays focused on keeping your data organised and your projects moving.
This free CRM platform is available to companies in the US only, making it a strong fit for American drywall and insulation contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central system to manage customers, projects, estimates and site conditions, backed by a fast, reliable platform that grows with your workload.