Steel & Stiletto Consulting

CRM setup for contractors who need one place for the chaos

Your leads, calls, texts, estimates, appointments, and follow-up should not be scattered across notebooks, phone messages, email, and memory.

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Built from real contractor office experience.

Steel & Stiletto Consulting, LLC builds AI phone systems, lead follow-up automation, CRM pipelines, and full back-office operations for contractors and trades businesses.

Most people selling AI to contractors learned it from a course. Kit learned the business from the inside out — forty years estimating jobs, managing crews, chasing down insurance claims, and keeping everything running at Scarfo Construction & Roofing.

What this can include

Lead capture forms
Customer contact records
Sales pipeline stages
Estimate follow-up
Calendar and booking setup
Text and email workflows
Review requests

Questions about CRM Setup for Contractors

What is CRM Setup for Contractors?

CRM Setup for Contractors helps contractors organize and automate one part of the customer path so fewer leads fall through the cracks.

Will this sound too techy to my customers?

No. The goal is to make the system helpful, clear, and natural — not robotic or overwhelming.

Can this work for a small contractor?

Yes. Small teams often benefit most because there is not a large office staff catching every lead.