A CRM for fence contractors is sales software built for companies that bid, install, and repair fence. It holds every inquiry, site walk, estimate, and follow up on one customer record, so the estimator who priced the job, the office manager chasing the signature, and the crew lead installing the run are all working from the same information. Fencing is a bid business where the contractor who follows up first usually wins, so the practical value is simply never losing track of an outstanding estimate.

Pipeline CRM was built around those workflows. It offers a bid and estimate pipeline, unlimited custom fields for fence type, linear footage, gate count and material, branded quote documents generated from your own Word templates with Instant Docs, native QuickBooks Online sync, and native Project Management on the Grow plan for carrying a signed estimate into a scheduled job. Pricing starts at $25 per user per month (billed annually) with a 14-day free trial.

Yes. The two jobs usually need to happen in the same system, because a fencing lead is only worth something if the quote follows quickly. Pipeline CRM captures leads from web forms, phone calls, and referrals straight into a bid pipeline, routes each one to the estimator covering that area, and triggers a follow-up task automatically once an estimate has been sent. Quote documents are generated from your own Word templates so the customer detail, fence specification, and pricing you have entered merge into a branded document without retyping.

One caveat worth being clear about: Pipeline CRM is a sales CRM, not a takeoff or measurement tool. It does not calculate material from a drawing or build a line-item estimate for you. What it does is hold the numbers you have arrived at as structured custom fields on the deal, turn them into a branded quote document, and make sure the follow up happens. Contractors who need automated takeoff typically pair a measurement tool with the CRM.

Start by making qualification a property of the record rather than a judgment someone holds in their head. In Pipeline CRM you can add custom fields for job type, fence type, approximate footage, budget range, timeline, and whether the property is residential or commercial, then set conditional fields so the intake questions change depending on the answer. A web form can capture most of that before anyone picks up the phone, and stage-based automations route the lead to the right estimator immediately.

From there, reporting does the qualification work for you: filter for commercial bids above a value threshold, see win rate by fence type, and surface estimates that have gone quiet for more than a week. Note that Pipeline CRM does not include AI lead scoring, so qualification is driven by the fields and rules you define rather than by a predictive model. In practice most fence companies find explicit rules easier to trust and easier to change.

Pipeline CRM handles the quote-request side directly. Inbound requests from your website land in the pipeline as deals through lead forms, with the customer’s contact details, job type, and description already attached. From there the estimator schedules the site walk, records the specification as custom fields, and generates the quote document from a Word template. Every touch stays on the record, so a request never sits unanswered because it arrived on a Friday afternoon.

For lead generation itself, Pipeline CRM connects to the tools you already run: Mailchimp campaigns can feed contacts in, Apollo can supply prospecting data for commercial outreach, and Zapier or the open API can wire up whatever else you use, from a lead marketplace to a Google Ads form extension. The CRM is where those leads are worked, not where they are bought.

A general-purpose CRM assumes a deal is a price and a close date. Fencing work is priced by the foot, varies by fence type and terrain, needs a crew and material after it is won, and often involves a permit or HOA approval before anything is installed. A fencing CRM has to store that physical detail as structured data you can report on, keep the estimate and its revisions on the record, and stay useful after the deal is marked won.

Pipeline CRM covers that with unlimited custom fields and conditional logic for job specifics, Instant Docs for branded quotes off your own templates, native QuickBooks Online sync so a won estimate does not get rekeyed into accounting, and Project Management on the Grow plan for carrying the job into install. The difference is less about exotic features and more about whether the system has anywhere to put the information a fence job actually generates.

It depends on which problem is costing you more. If your bottleneck is scheduling crews and dispatching service calls, a field-service platform like Jobber or ServiceTitan is built for that. If your bottleneck is that estimates go out slowly, follow up is inconsistent, and nobody can say what is in the pipeline for next month, then a sales CRM is the right tool and Pipeline CRM is a strong fit for fence companies with roughly 5 to 50 people.

Pipeline CRM’s case for fencing is a bid pipeline with stalled-deal visibility, unlimited custom fields for fence type and footage, branded quote documents from your own Word templates, native QuickBooks Online integration, native Project Management on the Grow plan for job handoff, and US-based live chat on every plan. It is deliberately not a dispatch board, and some contractors run it alongside one.

Yes, and it is the most common reason fence companies adopt it. You build a pipeline with the stages your bids actually move through (inquiry, site walk scheduled, estimate sent, revision, won or lost), and every estimate sits on a deal record with the customer, the specification, the documents, and the full conversation history attached. Reports show total outstanding estimate value, win rate by fence type or territory, and which bids have gone quiet, which is the report most owners end up living in.

Commercial bids that stall while a general contractor assembles a package are handled the same way: the deal stays in its stage with an automated follow-up task, so a job that goes quiet for three weeks resurfaces instead of being forgotten. For bid tracking specifically, the combination that matters is the stalled-deal report plus automations that create the next follow up without anyone remembering to.

Yes. Pipeline CRM integrates natively with QuickBooks Online, syncing customer records, invoices, and payment status, so a won estimate does not have to be rekeyed into accounting and the office can see what has been paid without leaving the CRM. The QuickBooks integration is available on all plans, including the Start plan at $25 per user per month (billed annually).

Two things to be precise about: the native integration is with QuickBooks Online, not QuickBooks Desktop, and for any other accounting or estimating platform your developer team can build a connection through Pipeline CRM’s open API, or you can use Zapier for no-code workflows. A common setup maps a won deal in Pipeline CRM to a new customer or invoice in the accounting system, then pushes payment status back onto the deal.

Yes. Pipeline CRM gives you unlimited custom fields on deals, companies, and people, so fence type, height, linear footage, gate count, material, terrain, permit status, and HOA approval all become structured fields rather than free text in a notes box. Because they are real fields you can filter and report on them: average job value by fence type, win rate on vinyl versus chain link, or every open commercial bid over 1,000 linear feet.

Conditional fields keep the record clean by showing a field only when it applies, so a chain link job does not prompt for picket spacing. Custom fields are available on every paid plan, with higher caps on the larger tiers. See the pricing page for the limits on each plan.

Pipeline CRM pricing is $25 per user per month for Start, $33 per user per month for Develop, and $49 per user per month for Grow. All three are billed annually, and enterprise pricing is custom. Every plan includes the QuickBooks Online integration, the mobile app with business card scanner, unlimited custom fields, and US-based live chat support.

Most fence companies start on Start or Develop for the bid pipeline and quote documents, and move to Grow when they want the native Project Management module to carry signed estimates into scheduled jobs. Field-service platforms with dispatch and scheduling generally price higher because they cover a different scope of work. You can try Pipeline CRM on a 14-day free trial with no credit card.

Yes. Pipeline CRM has native iOS and Android apps included on all plans, so an estimator can pull up the customer, the last estimate, and the full conversation history from the truck. Site-walk notes get logged before you pull off the shoulder rather than at nine that night, and the built-in business card scanner creates a contact from a card photographed at a supply house or builder event with the tag already applied.

The mobile app covers the CRM record itself: contacts, companies, deals, notes, and tasks. The native Project Management module is a desktop experience in its current version, so job milestones are managed from the office rather than the field.

Most fence companies are live within one to three weeks. The fastest rollouts follow a simple sequence: import existing customers and open estimates from a CSV or spreadsheet, set up the pipeline stages and the handful of custom fields that match how you already quote, connect QuickBooks Online and the team’s email, then train estimators and office staff in a single one hour session.

Pipeline CRM’s standard CSV and Excel import handles most migrations in about three business days. US-based live chat support is available throughout setup at a 97.6 percent satisfaction rate. Onboarding training packages start at $750 for teams that want a specialist to run the rollout. Plan tiers and onboarding options are on the pricing page.