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CRM & Lead Management

Great Contractors Lose Jobs. Usually Before The Job Even Starts. 

Every lead represents an opportunity. The challenge isn’t generating them. It’s making sure they don’t get forgotten, delayed, or lost somewhere between the first phone call and a signed agreement.

My Pro Today helps contractors track every opportunity, manage customer relationships, and create a sales process that keeps work moving forward from first contact to final project. 

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Trusted by 100+ restoration and roofing contractors across 28 states

Your Next Job Is Probably Sitting In Someone's Inbox.

Most contractors don't lose business because they aren't good at
what they do. 

They lose business because follow-up didn’t happen quickly enough, information got buried, or nobody knew who owned the next step. 
As lead volume grows, those small issues become expensive. Calls get missed. Opportunities fall through the cracks. Referral relationships weaken. Sales visibility disappears. 
My Pro Today gives your team a centralized CRM built specifically for contractors, helping you organize leads, customers, carriers, adjusters, TPAs, referral partners, vendors, and every relationship that drives business growth. 

Relationships Drive Revenue. 

  • Every successful contractor depends on their relationships.
Customers trust you to solve problems. Referral partners send opportunities your way. Carriers, adjusters, and TPAs influence project flow. Vendors help keep operations moving. 

The stronger those relationships become, the stronger the business becomes. 

My Pro Today helps organize every interaction in one place so your team always has visibility into communication history, project activity, and relationship status. 

Because growth doesn’t happen one transaction at a time.
It happens one relationship at a time. 

Stop Guessing What's In Your Pipeline. 

Most contractors know how many jobs they're working on today. 

Far fewer know exactly how many opportunities are likely to become jobs tomorrow. 
My Pro Today gives teams visibility into every lead, opportunity, and customer relationship so you can understand where work is coming from, what opportunities need attention, and where future revenue is likely to originate. 
  • When visibility improves, forecasting becomes easier. 
  • When forecasting improves, growth becomes more predictable. 

key features

Leads Management 

Track opportunities from first contact to signed project. 

Accounts Management 

Manage customers, carriers, TPAs, referral partners, and vendors from one system. 

Contact Management 

Keep every homeowner, approver, adjuster, and decision-maker organized. 

Referral Partner
Tracking 

Monitor referral relationships and business development activity. 

Carrier & TPA
Management 

Maintain visibility into carrier and program relationships. 

Carrier Scorecards 

Track payment performance, receivables, and job volume by carrier. 

Better Relationships Create Better Businesses. 

  • My Pro Today helps contractors build stronger relationships, improve lead visibility, and create a more organized path from opportunity to revenue. 

Ready To improve lead management?

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