The CRM Built for Mechanical Contractors
Mechanical contractors need a simple system to manage relationships, opportunities and field activity. SalesOps keeps teams organized without adding unnecessary complexity.
Built specifically for mechanical contractors — try SalesOps free for 14 days.
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Challenges facing Mechanical Contractors
The day-to-day problems most CRMs ignore.
Field activity is invisible
Owners and managers have no way to see what's actually happening across the team.
Service opportunities slip
Recurring service work is easy to miss without proactive follow-up.
Complex CRMs go unused
Salesforce-style tools are too heavy for field teams and end up abandoned.
A CRM that works the way your team works
Simple by design
A clean, fast UI built for people who don't want to spend their day in a CRM.
Service pipeline
Track service and project opportunities through a customizable pipeline.
Team activity feed
See every visit, call, and note across your team in real time.
Everything outside sales teams need
- Project tracking
- Customer visit management
- Follow-up reminders
- Team visibility
- Mobile-first field sales tools
Project tracking
Manage active projects with milestones, contacts, and follow-up reminders.
Mobile field tools
Log visits, take photos, and capture notes from any device.
Manager reporting
Weekly summaries highlight activity, pipeline movement, and at-risk accounts.
The platform built for outside sales
Why SalesOps vs Generic CRM Software
| Capability | SalesOps | Generic CRM |
|---|---|---|
| Built for outside sales | Yes — every workflow | No — built for inside AEs |
| Route planning | Native Build My Day planner | Requires third-party tools |
| Mobile activity logging | Voice notes, scans, quick log | Clunky mobile app |
| Territory & branch management | First-class | Workaround with custom fields |
| Jobsite & project tracking | Built-in | Not supported |
| Setup time | Live in days | Weeks of configuration |
Frequently Asked Questions
Can SalesOps handle service and new construction together?+
Yes — separate pipelines and opportunity types keep recurring service and project work organized.
Will field crews actually use it?+
SalesOps is built mobile-first. Logging an activity takes seconds, not minutes.
Can we book a personalized demo?+
Absolutely — book a 30-minute call and we'll show you SalesOps with your workflow in mind.
What does setup look like?+
Onboarding is included. Most teams are running in under a week.
Related industries
Built for Mechanical Contractors.
Try SalesOps with your own customers, territory, and team. Onboarding included.