Leads Manager

Turn new leads into scheduled work

Leads only matter if they get followed up. Contractor Foreman’s Leads Manager keeps every inquiry organized, visible, and moving forward so nothing slips through the cracks. Track where leads come from, see their current stage, and schedule next steps without juggling spreadsheets or inboxes.

Stay on top of every opportunity

Clear lead tracking that helps you respond faster, stay organized, and understand what’s driving new work.

Capture leads as they come in

Website inquiries flow directly into your system so new leads are ready for follow-up right away.

See where leads stand at a glance

Kanban and list views make it easy to spot which leads need attention and which are moving forward.

Understand what’s working

Lead stats break down sources, stages, and timing so you can see where business is actually coming from.

Check out these Leads Manager features

These individual features are tailor-made to meet your specific needs and preferences.

Lead Intake

Capture and organize new leads without manual entry. Bring inquiries in automatically and track the details that matter, so follow-up stays fast and consistent.

Lead Capture Form and Website Integration

Add a lead capture form to your website using the provided code. New inquiries automatically create lead records so you can respond quickly without manual entry.

Custom Fields for Leads

Every business tracks leads differently. Add custom fields to capture the information that matters most to your sales process. All custom data remains reportable.

Contractor Foreman CRM screen
Custom field setup screen in Contractor Foreman

Pipeline Oversight

Track leads through every stage with clear visibility. Monitor sources, spot trends, and keep your pipeline organized so opportunities don’t get overlooked.

Lead Source Tracking by Month and Stage

Track where leads come from and how they move through each stage. Monthly breakdowns help you understand trends and identify what’s generating real opportunities.

Kanban Views and Filters

View leads by stage using Kanban or list views. Filters help you focus on specific lead types or sources, and they stay in place when you return.

CRM in Contractor Foreman
Kanban project board in Contractor Foreman

Frequently Asked Questions

Have a Question? Click the LiveChat icon. After hours?  Email support@contractorforeman.com.

Contractor Foreman offers simple, transparent pricing with unlimited users, projects, and features. There are no hidden fees or per-user charges. See our pricing page for more details. 

Some companies offer a 7-day refund policy… maybe 30 days. We are so confident in Contractor Foreman that we give you up to 100-days to request a refund if you are not satisfied and no longer wish to use it. See the Refund Policy for details and requirements.

Yes. Leads can be tracked by source, so you can see which channels are generating inquiries.

Yes. Leads can be viewed and updated by your team so follow-ups stay coordinated.

Yes. Lead data can be reviewed and analyzed to understand performance over time.

People Tools

These individual features are tailor-made to meet your specific needs and preferences.

Calendar

Manage tasks, time-off requests, project milestones, and employee schedules with multiple views and filters—sync with Google or Outlook to keep everyone aligned.
People

Crew Schedule

Schedule individuals or entire crews with drag-and-drop simplicity, send automatic text and email reminders, and let employees view their schedule from the mobile app.
People

Directory

Organize all contacts by type (customers, vendors, subs, employees) with certification tracking, insurance expiration alerts, and complete activity history—find anyone in seconds.
CRM

Incidents

Document workplace injuries, near misses, and employee write-ups with automatic OSHA 300 log entries, photo capability, and instant HR notifications when incidents occur.
People

Leads Manager

Track leads from inquiry to signed contract with Kanban views, automated follow-ups, source tracking, and a website capture form that turns visitors into customers automatically.
People

Safety Meetings

Conduct safety meetings using 800+ pre-loaded toolbox topics in English and Spanish, track attendees, schedule future meetings, and verify understanding with review questions.
People

Team Chat

Keep conversations organized with project-based group chat, direct messaging, and @mentions that notify team members instantly—no more lost text messages or endless email chains.
People

Time Cards

Track time with GPS verification, geofencing, automatic breaks, and four card types (individual, weekly sheet, crew card, crew sheet)—all feeding directly into job costing reports.
People