Builder CRM that becomes the quote and the job

Capture leads, log every conversation and follow up — then turn a contact into a priced, code-aware quote and a live job, all in one app. No bolt-on, no per-seat CRM bill.

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No credit card · Cancel anytime · Works offline on site · Flat NZD pricing

A CRM that turns into a quote, not a dead address book

A generic CRM — HubSpot, Salesforce, a spreadsheet — stores names and chases follow-ups, then hands off to a different tool the moment there's real building to price. Toolie's CRM is the front of the same system that quotes the job, runs the build and sends the invoice, so a lead never falls through the cracks between apps.

From enquiry to signed job

Capture enquiries straight from your website lead form into the pipeline
Per-customer comms log — calls, emails, site visits and quotes, all on one timeline
follow-up drafts so the quiet quotes get chased without the admin
One click from a contact to a priced, NZS 3604-based quote and a branded PDF
Branded client portal with live job status and online quote approvals
Every job geocoded on a map so you can see your work and your leads by area

Why builders don't want a separate CRM

The handover between a CRM and your quoting and job tools is where leads die and numbers get re-keyed. Because Toolie's CRM, quoting, jobs and invoicing are one system, the customer record carries all the way through to the retention release — for one flat price, not a per-seat CRM bill on top of everything else.

See how Toolie quotes a job, the job management side, or the full feature guide.

Common questions

Does Toolie include a CRM for builders?

Yes — Toolie captures website enquiries, keeps a per-customer comms log, drafts follow-ups and runs a client portal, then turns a contact into a priced NZS 3604 quote and a live job in the same app. No separate CRM subscription.

Why not just use HubSpot or a spreadsheet?

A generic CRM stops at the handover to your quoting and job tools — that's where leads and numbers fall through. Toolie's CRM is the front of the same system that quotes, builds and invoices, so the customer record carries through to the retention release.

What does it cost?

It's included in every Toolie plan, flat from NZ$49/mo (ex-GST) — not a per-seat CRM bill on top. 14-day free trial, no credit card, cancel any time.

Is this a construction CRM?

Yes — it's a CRM for construction and trades: capture leads, log every conversation, follow up, and turn a contact into a priced NZS 3604 quote and a live job — built for NZ builders rather than a generic enterprise construction CRM.

Quote, comply and get paid — in one place

Start free today. NZS 3604, H1, Healthy Homes & CCA 2002 built in. One flat price for your whole crew.

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