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CRM Built
for Contractors

Manage leads, track projects, automate follow-ups, handle bookings, resolve customer complaints, and get paid faster, all in one intelligent platform designed specifically for remodelers and builders. Say goodbye to spreadsheets and manual tasks. Let AI streamline your operations, so you can focus on growing your business.
CRM dashboard for contractors
1

AI-Driven Customer Communication

AI handles appointment scheduling, status updates, FAQs, and complaint resolution 24/7 through email, SMS, or chat, boosting satisfaction without workload.

2

Automated Invoicing & Payments

Automate invoice generation, payment reminders, and collections. AI detects completed milestones and triggers billing, reducing delays and ensuring faster payments.

3

Project Tracking & Scheduling

Track remodeling projects from consultation to walkthrough. Machine learning optimizes timelines, assigns tasks, and sends automatic reminders, keeping everyone aligned.

4

One Unified Platform

Stop juggling multiple tools and spreadsheets. Manage leads, projects, estimates, invoices, scheduling, and communications all in one unified contractor-focused system.

Why Lattice?

No Subscription or Membership Fee, One Flat Rate

AI-Powered Scope of Work Generator

Input basic project details like kitchen remodel specifications, square footage, and budget parameters, and the system instantly generates a professional, customizable Scope of Work document. This includes detailed line items, project timelines, material recommendations, and comprehensive cost breakdowns, adapting intelligently to local building codes and regional pricing data.

On-Site Voice-to-CRM Sync

Use voice notes while walking job sites to describe project updates, client requests, or material issues, and the AI automatically transcribes and updates the correct project files, timelines, and client communications in real time. No typing, no paperwork required—simply speak and move forward with your work.

Renovation ROI Estimator for Clients

This built-in tool helps you show clients the projected return on investment for their renovation based on current market trends, comparable sales, and neighborhood data. Whether presenting a bathroom upgrade or whole-home renovation, you can back up your recommendations with compelling, data-driven insights that build client confidence.

Smart Lead Management & Automation

Never lose another lead. Our intelligent lead management system automatically captures inquiries from all sources; website, social media, calls, and referrals. Leads are instantly scored based on project value, timeline, and likelihood to close. Automated follow-up sequences ensure hot leads get immediate attention while nurturing warm prospects. Set custom rules for lead distribution, automatic text/email responses, and appointment booking. See complete interaction history at a glance.

Lead management dashboard showing pipeline and automation

AI-Powered Client Interaction Tools

Streamline communication by automating follow-ups, scheduling, and real-time responses, so you can focus on the build while keeping clients informed and engaged. Designed for remodelers and builders, this toolset includes 24/7 AI chat assistants to handle common questions, smart scheduling synced with your calendar, automated reminders for walkthroughs and project milestones, and intelligent follow-ups after quotes or site visits. Built-in sentiment tracking helps you monitor client satisfaction and flag potential issues early, ensuring a smoother, more professional experience from start to finish.

Project management interface with Gantt charts and timelines

Machine Learning for Project Decisions

Empowering remodelers and builders to make faster, smarter, and more profitable choices across every stage of a project. From material selection and vendor recommendations to accurate quoting and scope optimization, this intelligent system analyzes historical data, regional pricing trends, and project specs to guide key decisions. Whether you're choosing finishes, forecasting costs, or adjusting timelines, machine learning delivers data-backed insights that reduce guesswork, minimize waste, and increase client satisfaction. The result? Better margins, fewer delays, and smarter builds, every time.

Professional estimate and invoice templates

Seamless Integrations

Connect with the tools you already use. Our platform integrates effortlessly with industry-leading software.

QuickBooks Online logo

QuickBooks Online

Accounting
QuickBooks Desktop logo

QuickBooks Desktop

Accounting
Xero logo

Xero

Accounting
Stripe logo

Stripe

Payments
PlanSwift logo

PlanSwift

Estimating
STACK logo

STACK

Estimating
RSMeans logo

RSMeans

Cost Database
Chief Architect logo

Chief Architect

Design
SketchUp logo

SketchUp

Design
Houzz Pro logo

Houzz Pro

Design
Microsoft 365 logo

Microsoft 365

Productivity
Dropbox logo

Dropbox

Storage
Mailchimp logo

Mailchimp

Marketing
Zapier logo

Zapier

Automation
QuickBooks Online logo

QuickBooks Online

Accounting
QuickBooks Desktop logo

QuickBooks Desktop

Accounting
Xero logo

Xero

Accounting
Stripe logo

Stripe

Payments
PlanSwift logo

PlanSwift

Estimating
STACK logo

STACK

Estimating
RSMeans logo

RSMeans

Cost Database
Chief Architect logo

Chief Architect

Design
SketchUp logo

SketchUp

Design
Houzz Pro logo

Houzz Pro

Design
Microsoft 365 logo

Microsoft 365

Productivity
Dropbox logo

Dropbox

Storage
Mailchimp logo

Mailchimp

Marketing
Zapier logo

Zapier

Automation

And many more integrations available through our API and Zapier connection

Success Stories

Contractors Growing with Lattice

Lattice's CRM transformed how we manage projects. We've doubled our client base in 6 months and the free website brought in 30+ leads monthly. Game changer for our business!

R

Robert Martinez

Lone Star Contractors

The 3D rendering tools and AI designer help us close deals 3x faster. Clients love seeing their vision come to life instantly. Worth every penny!

S

Sarah Chen

NY Home Remodeling

From design to invoicing, everything's in one place. The digital showroom alone increased our conversion rate by 45%. Lattice understands what contractors need.

H

Hugo J. Gordon

C&G Renovations

The SEO-optimized website Lattice built ranks #1 locally. Combined with their CRM, we're managing 5x more projects efficiently. Best B2B investment we've made.

D

Davis Miller

Davis Construction

Lattice's AI design tool saves us 20+ hours per week. The 4K videos we get with renders blow clients away. Our close rate went from 15% to 42%!

J

James Wilson

A2Z Contractors

Lattice's CRM transformed how we manage projects. We've doubled our client base in 6 months and the free website brought in 30+ leads monthly. Game changer for our business!

R

Robert Martinez

Lone Star Contractors

The 3D rendering tools and AI designer help us close deals 3x faster. Clients love seeing their vision come to life instantly. Worth every penny!

S

Sarah Chen

NY Home Remodeling

From design to invoicing, everything's in one place. The digital showroom alone increased our conversion rate by 45%. Lattice understands what contractors need.

H

Hugo J. Gordon

C&G Renovations

The SEO-optimized website Lattice built ranks #1 locally. Combined with their CRM, we're managing 5x more projects efficiently. Best B2B investment we've made.

D

Davis Miller

Davis Construction

Lattice's AI design tool saves us 20+ hours per week. The 4K videos we get with renders blow clients away. Our close rate went from 15% to 42%!

J

James Wilson

A2Z Contractors

Lattice's CRM transformed how we manage projects. We've doubled our client base in 6 months and the free website brought in 30+ leads monthly. Game changer for our business!

R

Robert Martinez

Lone Star Contractors

The 3D rendering tools and AI designer help us close deals 3x faster. Clients love seeing their vision come to life instantly. Worth every penny!

S

Sarah Chen

NY Home Remodeling

From design to invoicing, everything's in one place. The digital showroom alone increased our conversion rate by 45%. Lattice understands what contractors need.

H

Hugo J. Gordon

C&G Renovations

The SEO-optimized website Lattice built ranks #1 locally. Combined with their CRM, we're managing 5x more projects efficiently. Best B2B investment we've made.

D

Davis Miller

Davis Construction

Lattice's AI design tool saves us 20+ hours per week. The 4K videos we get with renders blow clients away. Our close rate went from 15% to 42%!

J

James Wilson

A2Z Contractors

CRM Platform
FAQs
I'm already using another CRM. Isn't migrating all my client and project data a huge hassle?
I'm already using another CRM. Isn't migrating all my client and project data a huge hassle?

+

Your platform sounds powerful, but is it actually user-friendly for a team that isn't tech-savvy?
Your platform sounds powerful, but is it actually user-friendly for a team that isn't tech-savvy?

+

My team is constantly on job sites. How much time does it really take to get Lattice set up and operational?
My team is constantly on job sites. How much time does it really take to get Lattice set up and operational?

+

All of this AI technology sounds expensive. How does your pricing work?
All of this AI technology sounds expensive. How does your pricing work?

+

Does Lattice integrate with other essential software I use, like my accounting program?
Does Lattice integrate with other essential software I use, like my accounting program?

+

What happens if my team or I need help? What kind of customer support is available?
What happens if my team or I need help? What kind of customer support is available?

+

Stop Losing Leads, Start Growing•Stop Losing Leads, Start Growing•Stop Losing Leads, Start Growing•
Ready to Scale Your Business?
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