Painting and decorating contractors have a lot to juggle: colour selections, sheen levels, surface prep, patching, masking, multiple coats and touch-ups – often across several jobs at once. Client decisions change, weather shifts exterior schedules and small details like a colour code or finish choice can get buried in text messages and photos. A simple, free, mobile-first CRM gives you one place to track every client, job and colour selection so interior and exterior work stays organised from first walk-through to final touch-up.
Use the Companies module to store general contractors, property managers, HOA boards and commercial clients, as well as homeowners for direct residential work. Link decision-makers – owners, site contacts, tenants and building managers – as Contacts. Every enquiry, estimate visit, colour consultation and jobsite meeting can be logged as an activity, so you always know who you spoke to, what was agreed and which project it belongs to before you pick up a brush.
Generic office software doesn’t understand substrates, primers or gloss levels. With flexible custom fields, you can shape the CRM around your painting workflow. Track project type (interior, exterior, full repaint, touch-up, new construction), substrate (drywall, plaster, wood, metal, masonry), prep level required, primer type, number of coats and specific product lines. Store colour codes, manufacturer and finish (flat, matte, eggshell, satin, semi-gloss, gloss) for each room or elevation, along with notes like “feature wall”, “client-supplied paint” or “low-VOC required”. You can also capture square footage, access notes, height/ladder or lift requirements and special masking instructions so crews know exactly what they’re walking into.
When you’re managing several jobs and estimates, you need fast answers. Use advanced search and powerful filtering tools to find active projects in a particular neighborhood or ZIP code, jobs scheduled for interior vs exterior work, repeat clients, or leads still waiting for an estimate or follow-up. 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 heavy sales charts or pipeline complexity you don’t need.
Your painters spend their day on ladders, scaffolds and drop cloths, not behind a desk. This CRM is built with mobile-first technology and designed to be fast, so it works brilliantly on phones and tablets. Crew leaders can pull up today’s jobs, see colour selections and product notes for each room, review prep instructions and add quick notes or photos after each day’s work. Everyone sees the same information – office staff, estimators and crew leaders – which cuts down on mistakes and “painted the wrong colour” moments.
Whether you’re a solo painter, a small crew or a growing painting and decorating company with estimators and multiple teams, the CRM is completely free for up to 30 users. Office staff can log new calls and maintain client records, estimators can store job notes and measurements, and crew leaders can update job status and capture site notes. You get a shared, organised system without subscription fees eating into margins on every job.
As your painting business grows, you can connect the CRM to the tools you already use. With full API access, you can hook up website quote forms and online ad leads so new enquiries automatically create Companies and Contacts, or integrate with other systems where you manage estimates, proposals or scheduling. New opportunities flow straight into your CRM, ready to be followed up and turned into booked painting jobs.
If you 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 CRM user – it’s not designed to handle your own customers’ service requests – so the system stays focused on keeping your data organised and your jobs running smoothly.
This free CRM platform is available to companies in the US only, making it a strong fit for American painting and decorating contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage clients, jobs, colour selections and site notes, backed by a fast, reliable system that grows with your crew and your reputation.