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The CRM built for construction

Run the whole job, from first call to final commission.

Carrify puts your leads, appointments, projects, contracts, invoices and commissions in one system, with a phone line built in, so sales, the office and management all work from the same record.

Accounts are created by your company's administrator.

The Carrify lead pipeline

One system for the whole life of a job

Contractors usually stitch this together from a dialer, a spreadsheet, an e-signature tool and an accounting inbox. In Carrify each step picks up the record the last one left.

  1. Step 1

    Lead

    Capture every inquiry and work it by phone from the browser.

  2. Step 2

    Appointment

    Dispatch reps to homes and record the outcome.

  3. Step 3

    Contract

    Build it from your templates and sign it electronically.

  4. Step 4

    Project

    Follow the job from signing through completion.

  5. Step 5

    Invoice

    Route vendor and subcontractor bills through approval.

  6. Step 6

    Commission

    Calculate what each rep earned and pay it out.

Features

Built around how contractors actually sell and build

1Sales pipeline

Every lead worked, every call on the record.

Inquiries land in one pipeline. Reps call from the browser with a built-in softphone, run through their own call queue, and every call is logged against the lead it belongs to.

  • Lead pipeline with the full history of every homeowner
  • Appointment dispatch board with result tracking
  • Built-in softphone with local caller ID and call recording
  • Personal call queues and dialer statistics
A rep's call queue in Carrify, with each lead's dial count and last outcome

2Projects & contracts

From signed contract to finished job.

Contracts are generated from your own templates and signed electronically. Projects carry the customer and the paperwork, and subcontractor licenses are checked against the California Contractors State License Board.

  • Projects, customers and cancellation tracking
  • Template-based contracts with e-signature
  • Subcontractor, vendor, permit and compliance records
  • CSLB license lookup with expiry warnings
The Carrify projects list with sold, balance and cash-flow totals

3Money

Know what is owed, approved and paid.

Invoices sent to your accounts-payable inbox become records automatically and move through approval. Collections and commissions sit next to the jobs they come from.

  • Invoice approval workflow and finance dashboard
  • Invoices extracted automatically from an email inbox
  • Collections tracking for money still owed
  • Commission calculation and payouts
The invoice approval dashboard in Carrify

4Insights & team

The whole business at a glance.

Dashboards for sales, production and lead sources, maps of where the work is, a leaderboard for the sales floor, and a training academy for new hires.

  • Sales, production and lead-source dashboards
  • Map views of where the work is
  • Sales leaderboard and promotions
  • Employee documents and a training academy
The Carrify sales leaderboard

Access by role

Reps see their own work, managers see their team, owners see everything. Permissions are scoped by role, department and branch.

Nothing to install

Carrify runs in any modern browser, the phone line included, on the office desktop or a laptop in the field.

Your data, kept apart

Each customer company's data lives in its own separate database, never in a table shared with anyone else.

About

Built on a real job site, not in a boardroom

Carrify Technologies Inc. is a software company based in Sherman Oaks, California. We build Carrify, a web-based CRM and operations platform for construction and home-improvement contractors.

Carrify was built alongside a California remodeling contractor and is used every day by its sales reps, office staff and managers. The dialer, the dispatch board and the invoice approvals each started as a problem on a real job.

Carrify is provided as an online service to contractor businesses. Each company's administrator sets up accounts for its own team.

Get in touch

Questions about Carrify, your account or this site? Reach us directly.

Mail

Carrify Technologies Inc.
15030 Ventura Blvd, Unit 315
Sherman Oaks, CA 91403

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