PaintScout CRM
The Only CRM Built for Painting Contractors.
A streamlined system for managing leads, staying organized, and moving every opportunity forward. Built to work hand-in-hand with PaintScout Sales, so nothing slips through the cracks.
Contacts
Keep track of your customers.
Stay organized, informed, and ready to take action with a fully connected customer hub. Every contact and company is linked, updated, and packed with the details you need to deliver a seamless experience.
Instant context.
From first lead to latest invoice, every detail is right at your fingertips.
Never miss a beat.
Save communication methods, store documents and notes, and assign owners.
Impress effortlessly.
Keep a quick-reference “cheat sheet” to deliver personalized, memorable service.
Deals
Manage every deal with confidence.
From first touch to final approval, track deal progress with ease. Add files, assign tasks, and visualize where every opportunity stands.
Pipelines
Never miss an opportunity.
Easily track, manage, and close deals faster with a visual pipeline that keeps your sales process clear and organized.
Customization
Stay in control.
Drag and drop deals between stages for quick updates. Your stage's names, order, and visibility are all fully customizable.
Automations
Work smarter.
Automate your stage changes to save time. Visual day counters and filters by deal value or time in stage help you track your progress.
Reporting
Uncover insights.
Instantly see how many deals and the total value in each stage. Easily identify deals that have stalled and take action.
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Calendar
Know the when and where.
Organize your estimates, site visits, and follow-ups in one connected calendar so nothing slips through the cracks.
Scheduling
Stress-free collaboration.
Simplify scheduling for your whole team with an easy-to-use calendar. Book any type of appointment, add all the details in one place, and coordinate faster with side-by-side schedules and a full map view for efficient planning.
Google Maps
See every job before you arrive.
With Google Street View on every deal, contact, and event you can plan smarter routes, preview the property, and visually identify key areas in advance.
Automated Reminders
Keep everyone in sync.
Keep your calendar gap-free with one-click rescheduling.
- One-click rescheduling keeps your calendar full
- Customizable messages for a personal touch
- Turn off or adjust timing on the fly
Simplify your workflow.
PaintScout keeps your team aligned with tools that reduce clutter, track progress, and make sure nothing slips through the cracks.
Tasks
Never lose sight of a task.
Your to-do list, built right in. Have the full picture for all your jobs right at your fingertips.
- Get reminders for follow-ups and calls
- Link tasks to deals for instant context
- Spot what’s due, overdue, or coming up
- Add notes, dates, and times for clarity
Tags
Filter the clutter with ease.
Quickly organize and target your outreach with simple, color-coded tags.
- Attach tags to any contact, company, or deal
- Filter instantly for focused follow-ups or reports
- Segment into any custom groups you need
- View tags from your pipeline view
Integrations
Integrates with the tools you already use.
Work smarter with everything in one place, and get the most out of your PaintScout experience.
FAQs
Have questions?
Here are some of the questions we get asked the most often. Don't see what you're looking for here—reach out to support.
What does the CRM include?
The CRM gives you tools to manage your contacts, deals, tasks, scheduling, and pipeline in one place. You get a full timeline of interactions, team task assignment, calendar availability, automated follow-ups, and more.
How is the CRM different from the main PaintScout platform?
PaintScout’s “Sales” platform focuses on estimating and proposals. The CRM adds contact management, pipeline tracking, task assignments, scheduling tools, and automations to take your sales process further.
Can I track leads, contacts, and companies with PaintScout's CRM?
Yes. You can create and manage contacts and companies, link them to estimates and jobs, assign tags, and view full interaction histories.
Does the CRM integrate with my calendar or email?
Yes! The CRM offers two-way sync with Google and Outlook calendars. Check out all integrations.
Ready to get started?
We’d love to give you a live, detailed rundown of PaintScout 1:1 with one of our Client Success Coaches.
