Capstone Pro CRM — Capstone Pro Software Corp

The problem it solves

The job lives in five places at once — a spreadsheet for the pipeline, a shared calendar for the crew, someone's email for the documents, and a separate system for what it's costing. Nobody has the whole picture, so the questions that matter get answered from memory.

Pipeline built around jobsTrack work from first contact through completion with stages that match how construction actually progresses.
Calendar that syncs both waysGoogle Calendar integration with your salespeople as attendees and per-calendar labels, so field scheduling and the office stay in agreement.
Documents attached to the jobUpload and store contracts, photos and paperwork against the record they belong to instead of hunting through email threads.
Job costing with real line itemsMaterial and labor lines carried at the same level of detail as the estimate, so the comparison between what you priced and what you spent is meaningful.
Aerial roof measurement built inMeasure a roof from an address or an uploaded image — Google aerial and LiDAR data with an AI cross-check for tree-covered sections.
Ask AI about your own dataA built-in assistant that analyzes your actual pipeline and job records — not a generic chatbot bolted onto the sidebar.
Estimates flow straight inSave an estimate in Capstone Pro Estimate and it arrives here as a job record, without re-keying anything.
Works properly on a phoneA real mobile layout with a bottom tab bar, built for someone standing on a roof rather than sitting at a desk.
Financial reportingAnalytics pages that roll job-level numbers up into something you can actually run the business from.

Pricing

$99 / month

Seven days free to start. Your company's data is isolated from every other account on the platform.

7-day free trialLoad real jobs and see how it holds up
Your whole teamBuilt multi-user from the start
Mobile includedNo separate app purchase
Cancel anytimeNo annual commitment required

Start free trial

Included · Roof measurement

Stop paying per report to measure a roof.

Type in an address and get the roof measured from aerial imagery — or upload a photo and measure from that instead. It reads Google aerial and LiDAR data, then runs an AI cross-check against the satellite photo to catch the sections tree cover hides, which is exactly where automated measurements normally go wrong.

Know the pitch already? Enter it and it overrides the measured value. The numbers come back in seconds, not on someone else's turnaround time, and they feed straight into the estimate.

Measure a roof now — free No account needed. Try it on a real address.

Common questions

Do I have to use the other Capstone products with it?

No. The CRM stands on its own and is priced on its own. If you do run Capstone Pro Estimate, saved estimates flow into the CRM automatically — but that's a convenience, not a requirement.

Is my data separated from other companies?

Yes. It's a multi-tenant platform with per-organization isolation, so your records are scoped to your company.

What does the AI assistant actually do?

It answers questions about your own CRM data — what's in the pipeline, how jobs are tracking, where things stand. It reads a snapshot of your records to answer, rather than making general conversation.

Can the crew use it in the field?

Yes. The mobile layout is a first-class part of the product, not a shrunken desktop screen.

Get the whole job in one place

Seven days free. Put a handful of live jobs in and see whether the picture finally holds together.

Start your free trial