Sales and project pipelines
Move a job from first call to install without a second spreadsheet. Sales and PM stages stay on the same record.
Northstar CRM
Sales, schedule, follow-up, and estimates for window, roofing, and HVAC companies — built to scan between stops, not sit in a meeting.
Windows · Roofing · HVAC · Multi-location
New
River Rd — estimate
Oak St — lead
Follow up
Miller — quote sent
Scheduled
Chen — Thu 10:00
Blueprint blue for the product. Safety amber when you need someone to act. Slate everywhere else so it stays easy to look at all day.
Move a job from first call to install without a second spreadsheet. Sales and PM stages stay on the same record.
Estimates, follow-up calls, and crew time live on one calendar so the office and the field see the same day.
Day 0 / 1 / 3 / 7 / 14 cadence queues emails and call tasks when a quote goes out — not when someone remembers.
Send quotes from your company name. Optional: verify your own domain. Shared sending works on day one.
Owners see every branch. Managers stay on theirs. Each company is isolated from every other contractor on Northstar.
Paste one script tag. Homeowners chat on your site; qualified leads land in your pipeline with the intake questions you actually use.
Email allotment is included. Overage does not shut you off.
Starter
$39/mo
3,000 emails / period
Get startedGrowth
$69/mo
6,000 emails / period
Get startedScale
$99/mo
10,000 emails / period
Get startedCreate your company in a minute. Invite the office. Keep every customer on one job record.