CRM for electrical contractors
A CRM for electricians that turns every call into a qualified estimate
Clientager answers calls and messages 24/7, asks the questions you would ask, and puts a clean, scored lead in your pipeline. Your crew spends the day on tools, not on the phone.
CRM included in every plan, from $39/month. AI manager included.
New lead
Qualified
Estimate visit booked
Estimate sent
Quick answer
What should a CRM for electricians do?
A good CRM for electricians qualifies leads before you drive out, tracks estimates for panel upgrades, rewiring and EV chargers, schedules jobs by electrician and gets invoices paid. Clientager adds an AI manager that answers calls and messages 24/7, flags safety-urgent problems for a human, books estimate visits and logs everything in the CRM. It is included in every plan, from $39/month.
Built for electricians and electrical contractors
Your Electrician CRM comes set up with the stages and fields electricians and electrical contractors actually use. Change anything, add your own.
Pipeline stages
- New lead
- Qualified
- Estimate visit booked
- Estimate sent
- Won
What each record holds
- Site address and access notes
- Residential or commercial
- Panel size and age
- Type of work (EV charger, panel, rewire, lighting, repair)
- Permit or inspection reference
- Assigned electrician
- Estimate value
- Maintenance contract renewal date
Lead qualification fields
Capture what matters before a visit: panel size, home age, type of work and whether it is residential or commercial. Add custom fields for anything else, like the car model for an EV charger install.
Estimate pipeline
Track every job from new lead to qualified, estimate visit, estimate sent and won. Deal values show how much work is waiting on decisions this week.
Service requests with priority
A burning smell or sparking outlet is not the same as a new light fixture. Requests carry a priority and get assigned to a named electrician.
Estimates and invoices
Build estimates from your catalog of labor rates, materials and fixed-price jobs. Send a PDF, take a deposit or final payment by pay-by-link through Stripe, Razorpay or PayPal.
Calendar by crew
Estimate visits, jobs and follow-up tasks show in one week view, so you can see which electrician is free before you commit to a date.
Customer timeline
Every call transcript, message, estimate, job and payment for a property in one place. Handy when a customer calls back about the same circuit a year later.
Reports
See leads by source, estimate win rate, pipeline value, revenue collected and how many enquiries came in after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers while you are on the job
Your AI manager picks up calls, WhatsApp, SMS, chat and email 24/7, so you are not climbing down a ladder to answer an unknown number.
Asks qualifying questions
It asks about the type of work, property type, panel age and timing, fills those fields on the contact and moves the lead to Qualified.
Flags safety-urgent calls
If a caller mentions sparks, burning smells or total power loss, it hands off to a human with a callback task and gives basic advice to stay safe.
Books estimate visits
For panel upgrades, rewires or EV chargers, it offers open slots and books the visit on your calendar with a confirmation and reminder.
Scores leads and suggests next steps
Each contact gets a short summary, a hot, warm or cold score and a next best action, so you call the serious buyers first.
How a electrician runs on Clientager
- 01
A lead calls about an EV charger
The AI manager answers, asks about the panel, the car and the parking spot, and creates the contact with those details.
- 02
The lead is scored
It moves to Qualified with a hot score and a suggested next step: book an estimate visit this week.
- 03
The estimate goes out
After the visit you build the estimate from your catalog and send it with a deposit pay link.
- 04
The job is scheduled
Once the deposit is paid, the deal moves to Won and the job lands on the calendar with an assigned electrician.
- 05
Follow-up and reviews
On completion the final invoice goes out, then a review request, and the record keeps the full history.
Automations ready to switch on
- When An estimate sits in Estimate sent for 4 days→ Send a follow-up email and create a call task for the owner.
- When A job is marked completed→ Send the final invoice link, then a review request by SMS two days later.
- When A maintenance contract renewal date is 30 days away→ Create a renewal task and email the client a renewal quote.
- When A new lead is tagged EV charger→ Send an email asking for a photo of the panel and the parking spot.
- When A quote is accepted→ Move the deal to Won and create a scheduling task for the office.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Tire-kicker calls eat hours of your day
- Estimates live in email drafts with no follow-up
- Urgent safety calls wait in voicemail
- Maintenance contract renewals get missed
- No idea which lead source brings paying jobs
Clientager Electrician CRM
- Leads are qualified and scored before you drive out
- Estimates sit in a pipeline with values and reminders
- Safety-urgent calls are flagged and handed to a human
- Renewal dates trigger tasks and quotes automatically
- Reports show leads and revenue by source
Why a CRM for electricians starts with qualification
Electricians lose hours to calls that go nowhere. Someone wants a price over the phone for work that needs a visit, or a job that is too small to be worth the drive. A CRM for electricians should filter that before it reaches you. Clientager's AI manager answers every call and message, asks about the type of work, the property and the panel, and fills those fields on the contact. You see a qualified lead with a score, not a voicemail.
That matters most for higher-value work. Panel upgrades, rewires, EV charger installs and commercial fit-outs all start with an estimate visit. When the lead already shows the panel size, the home age and the timeline, you know whether to book the visit and what to bring. Leads that are not ready yet stay in the pipeline with a reminder, instead of being forgotten in a call log.
Estimates, deposits and invoices in one place
Electrical contractor CRM software should make estimating faster, not add another tool. In Clientager you build estimates from your own catalog of labor rates, materials and fixed-price jobs, then add tax or a discount and send a PDF. Each estimate sits in the pipeline with its value, so you know what is pending and what to follow up. An automation can chase estimates that go quiet after a few days.
When a customer accepts, you can send a deposit request with a secure pay-by-link through Stripe, Razorpay or PayPal on your own account. When the job is done, the final invoice goes out the same way. Invoices are marked paid as soon as the customer pays, and your revenue report updates. Staff accounts do not see payments or revenue, so your crew sees jobs and notes while the numbers stay with the owner and managers.
Safety-first handling of urgent calls
Some electrical calls cannot wait for a callback in the morning. A sparking outlet, a burning smell from a panel or a total power loss in a business needs a person fast. Your AI manager is set up to recognize those situations, mark the service request urgent and hand it to a human with a callback task. It can also share the safety steps you define, like switching off the main breaker if it is safe to do so.
Routine work gets a different path. A ceiling fan install or extra outlets can be booked into an open slot without interrupting anyone. That split protects your evenings while making sure real emergencies never sit in voicemail. Every conversation is saved on the customer timeline, so the electrician who calls back already knows what the customer said, which room lost power and what they have already tried.
Questions about the CRM
What is the difference between an electrician CRM and an AI manager?
The CRM holds your leads, estimates, jobs, invoices and customer history. The AI manager answers your calls, texts, chats and email around the clock, qualifies the lead and writes it into the CRM, books estimate visits and flags safety-urgent calls for a person. With Clientager you get both together, so your pipeline fills itself while you work.
Can I bring my existing customers and leads over?
Yes. Import from any spreadsheet or CRM export via CSV. Clientager checks for duplicates as you import, and you can merge any that slip through. Map your columns to fields like address, property type or panel size, and create custom fields for anything else you track, such as permit numbers or contract dates.
Can my electricians use it without seeing pricing and revenue?
Yes. Give them the staff role. Staff see their assigned jobs, customer details, notes and tasks, but not payments, billing or revenue. Owners and managers see everything, and an activity log records who changed what. Starter includes 2 team logins, Growth 5 and Scale unlimited.
Can it track EV charger and panel upgrade leads separately?
Yes. Use tags or a work type field to separate EV chargers, panel upgrades, rewires and repairs. Smart lists save those filters, so you can open all hot EV charger leads in one click. Reports show leads by source and win rate, and automations can send different follow-ups for each type of work.
Does it handle commercial maintenance contracts?
You can store contract renewal dates and values on the customer record, then set an automation to create a renewal task and send a quote before the date. Recurring inspections and maintenance visits can be scheduled as jobs on the calendar and assigned to the right electrician.
How much does Clientager cost for an electrical business?
The CRM is included in every plan, and plans start at $39/month. That includes the AI manager that answers calls and messages and writes them into the CRM. You can watch it in a live demo first, and you can get a refund before your agent goes live if it does not suit you.
CRMs for similar businesses
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