Stop Losing Jobs Because Your Follow-Up Fell Through the Cracks

Account Cloud Unity is the free CRM built specifically for contractors — so every lead, bid, and client relationship stays organized and nothing slips away.

Running a Contracting Business Is Hard Enough

You're managing crews, juggling bids, and keeping clients happy — all while your lead list lives in your phone and your follow-ups live in your head.

Lost Leads

That big commercial bid you gave last month? You meant to follow up. Now someone else has the job.

Contacts Everywhere

Clients in your phone, subs on sticky notes, inspectors in an old email chain. Total chaos.

No Repeat Business

Past clients are your best source of new work — but without a system, you never know when to reach back out.

No Pipeline Visibility

You don't actually know how many active bids you have out or which jobs are most likely to close.

The Solution

A CRM That Speaks Contractor

Account Cloud Unity gives you the tools to organize your business, follow up consistently, and never let a good lead go cold again.

Contact & Client Management

Keep every client, prospect, subcontractor, and supplier in one place. Tag contacts by type, project, or status so you always know who's who.

Bid & Lead Pipeline

Track every bid from first contact to signed contract. See your whole pipeline at a glance so you know what needs attention right now.

Follow-Up Reminders

Never forget to call back a lead. Set reminders for follow-ups and get notified before that bid goes cold.

Job Notes & History

Log calls, meetings, and site visits so your entire history with a client is always one click away — even years later.

Project Organization

Link clients, contacts, and notes to specific jobs. Keep residential, commercial, and service work neatly separated.

Access Anywhere

Cloud-based so your data is on your phone at the job site, on your tablet in the truck, and on your desk at the office.

Getting Started

Up and Running in 3 Simple Steps

No complicated setup. No IT person required. Just a simple system that gets out of your way.

1

Create Your Free Account

Sign up in under 2 minutes. No credit card, no contracts. Just your email and you're in.

2

Add Your Contacts & Leads

Import your existing contacts or add them one at a time. Attach open bids and active jobs right away.

3

Follow Up & Win More Work

Use your dashboard to manage follow-ups, track your pipeline, and close more jobs without anything falling through.