Stop Renting Your CRM.
Your business tools. One place. Owned forever.
Track canvassers in real time. Follow QR campaigns from scan to lead. Measure roofs, manage jobs, and keep invoices moving—all inside Unbound. The CRM you actually own, shaped around your trade.
Roofing, contractors, HVAC, electricians, plumbers, restoration, remodeling, solar, and field service.
First 10 accepted companies. Apply through a Business System Audit; your proposal confirms implementation scope.
UNBOUND / FIELD OPERATIONS
Your team. Your territory.
Every scan has a story.
QR campaign → lead → appointment
Roof measurements
Area · squares · pitch · diagrams
- $25,000
- Standard license · Weather included
- $10,000
- Founding quick-start
- 10
- Founding companies
- +$5,000
- Founding weather option
YOUR CURRENT SOFTWARE STACK
- Add up CRM, HailTrace, Tiny Scanner, MileIQ, and ClickFunnels bills
- Check which tools and subscriptions you would still need
- Include link tracking, crew tracking, invoicing, and subcontractor invoicing
- Review your contracts, data access, and customization limits
Unbound Solutions CRM
- An owned, customizable business operating system
- Connect leads, jobs, schedules, invoices, and communication
- Shape fields, stages, terminology, and branding to your trade
- Model upfront pricing and realistic ongoing operating costs
WHAT YOU GET
Your trade business, connected.
Real-Time Canvassing
See canvasser locations, assigned territories, and door outcomes in real time. Turn a knock into a lead or appointment, and keep the next follow-up with the job.
QR & Campaign Tracking
Follow QR scans and links through leads, appointments, jobs, and attributed revenue. Unlimited link views—no monthly visitor allowance. Change a QR destination after your mailers are printed.
Roof Measurements
Measure roof area, squares, waste, pitch, and facets. Trace a roof and attach PDF measurement diagrams to the lead or job. Coverage and usage depend on your implementation.
Schedule & Dispatch
A month/week/day calendar, a crew dispatch board, and two-way sync with Google and Outlook. A QR code books a real open hour, and the homeowner gets a confirmation text.
Estimates to Paid
Send contracts for e-signature, track signing status, and keep signed PDFs with the job. Connect estimates, invoices, payments, collections, and two-way QuickBooks Online sync.
Pipeline & Automations
Move leads through your sales pipeline and jobs through production. Build visual workflows for emails, texts, tasks, and stage changes, with each run recorded.
Communications
A unified inbox, one thread per customer and job, and internal chat for the crew. Email sent from the CRM logs itself — no separate mailbox to reconcile.
Unbound Reach — The Field App
A native Android and iOS app, free with the license: canvassing, automatic mileage, live crew map, and a hail archive that answers on the lawn with no signal.
Built Around Your Business
Customize fields, pipeline stages, terminology, and branding around the way your company works. Review which CRM, scanning, mileage, funnel, tracking, and invoicing tools your implementation can replace.
ROOFING & RESTORATION SPECIALIZATION
Add weather intelligence
when your trade needs it.
Weather Data is included with the standard $25,000 license. For the Founding 10 quick-start, add it for $5,000. Pull historical MESH hail swaths with stone sizes, plus NWS storm reports for wind and tornado, and overlay them on a job map nationwide. Confirm data coverage and implementation scope in your proposal.
Included with standard · +$5,000 for founding · Historical weather
HELP SHAPE THE PLATFORM · FOUNDING 10
Own Your Business.
Own Your CRM.
The first 10 accepted founding companies get a $10,000 quick-start and help shape Unbound with real trade workflows and feedback. Standard pricing is $25,000 with Weather Data included. Founding Weather Data is optional for $5,000 more, bringing the quick-start to $15,000.
Start with a Business System Audit of your current software and workflows. Your proposal confirms customization and implementation scope. An application does not reserve a spot. The founding offer closes permanently once 10 companies are accepted.