Modern Trades CRMRequest Info

Solution

Revenue Recovery

Missed calls, stalled estimates, and dormant customers are the three places contractor revenue leaks most. Here is exactly what Modern Trades CRM does about each one today, and what is still being built.

Missed Calls

Automated missed-call text-back is not built yet. Today, a missed call lands in your pipeline as a contact record if it comes through a connected channel, but nothing automatically follows up on your behalf.

Planned

Stalled Estimates

The 9-stage sales pipeline exists and is usable today, including a won/lost field. Automatic stage advancement, and automation that triggers off a won/lost change, is not yet built -- moving a deal through the pipeline is currently a manual step.

Prepared, not yet automated

Dormant Customers

Reactivation campaigns for past customers are not built yet. Contact records persist and are searchable, so the underlying data exists to identify dormant customers manually; there is no automated outreach.

Planned

Why We Publish It This Way

Most CRM sales pages describe features as if they already work for every customer. We would rather tell you exactly what is available now, what is prepared but not automated, and what is planned -- see the full capabilities matrix for every row, not just the ones related to revenue recovery.

For the general research behind why speed-to-lead and follow-up discipline matter, read the deeper guide on Modern Trades.

Request Info