🏗 Contractor CRM

💾 Local only
🏗️

Contractor CRM

Select a firm to view and edit details, or add a new one.

Add New Firm

🗺 Territory Coverage

No firms
1–2 firms
3–5 firms
6+ firms
Selected
Click any state on the map to see firms covering that territory.

Darker blue = more firms.
💼 LinkedIn Import
Upload your LinkedIn connections CSV
📋 How to get your LinkedIn CSV:
2. Select "Connections" only — click Request archive
3. Wait ~10 minutes — check your email — download the ZIP
4. Unzip and find Connections.csv
🤖 AI Research Agent
Automatically fill in HQ location & territories
🔍
0 firms selected

⚙️ Settings

💾 Backup & Restore
Download your data as a file to keep it safe, or restore from a previous backup.
🏷 Manage Contractor Types ▾
Add custom contractor types for your CRM. Used in firm dropdowns, filters, dashboard, and AI search.
Add new type
📤 Bulk Add Firms ▾
Upload a pre-curated CSV to add many firms at once. Existing firms are auto-skipped.

Expected columns: Type, Company, Name, Position, Email, LinkedIn URL, Connected
☁ Cloud Sync (Advanced) ▾

Connect Supabase to sync automatically between devices.

Add New Firm
Firm Details
Company Name *
Type
HQ Location
Primary Contact
Name
Title
Phone
Email
Quick Note
🔍
All
GC
EC
MC
FP
LV
CX
OD
Other

📷 Scan & Import

📇

Take a photo or upload

Point camera at a business card — Claude will read the name, title, company, phone and email
Preview

Reading image with AI...

✅ Extracted — review and confirm
✅ Extracted — review and confirm