A contractor CRM for a small trade business

What a CRM does for a contractor, what to keep on every customer, and how Koira compares with JobNimbus, JobTread and Markate, with every price and card rate as published.

6 min readPrices checked October 9, 2026
A customer reading a text
Key takeaways
  • A page for every customer with visits, estimates and invoices, every call and text in one place, and follow-ups on open estimates matter most.
  • Koira covers it with no per-person fee: customer page or portal (Office (free)); automatic estimate follow-ups (Grow, on day two and day four, then it stops); two-way texting (Office (an inbox you answer), Grow (text-back on a Koira number)).
  • Prices and card rates for JobNimbus, JobTread, Markate are from each company's own pages.

What contractor crm does

A CRM is the record of every customer: who they are, what you quoted, what they paid, and when to talk to them next. In a sales team it is a pipeline. In an owner-run trade business it is mostly memory you no longer have to keep.

The useful part is what the CRM does with that record: follows up on the estimate, reminds the customer before the visit, brings them back when the season turns, and asks for the review after they pay.

What to look for

  • A page for every customer with visits, estimates and invoices
  • Every call and text in one place
  • Follow-ups on open estimates
  • Reminders before visits
  • Seasonal reminders to past customers
  • Review asks after paid jobs
  • Referral asks from happy customers
  • Nothing for the customer to download

How Koira does it

In Koira every customer has a page, on every plan including the free one: the visit, the estimate to sign, the invoice to pay, the receipt and a way to book again, all from one link in every text, with no app or password. You see the same history from your side, and text Koira "who owes me" to get the answer in a line.

Grow, $249 a month plus usage at cost, puts the CRM to work: calls answered on a Koira number, missed calls texted back, open estimates nudged on day two and day four, and past customers texted and emailed when the season turns, with one tap to book. Review asks go out after every paid job on every plan.

Where Koira is lighterKoira is not a sales CRM for a team of reps with custom boards and stages. It is built for the owner who sells and does the work: the follow-ups, reminders and seasonal asks run on their own instead of from a pipeline you manage.

Side by side

Where each feature first appears on each company's public pricing page, then the people, usage, card and add-on rows every company gets. It is not a full feature list for anyone, including us.

What you needKoiraJobNimbusJobTreadMarkate
Customer page or portalOffice (free)Not listedIncluded (customer portals)Branded portal add-on, $10 a month
Automatic estimate follow-upsGrow, on day two and day four, then it stopsEssentials (10 automations a month)Not listedNot listed
Two-way textingOffice (an inbox you answer), Grow (text-back on a Koira number)Communications Bundle add-on, priced on requestNot listedNot listed
Calls answered by AIGrowNot listedNot listedKate AI receptionist, $1 a call
Seasonal email and text campaignsGrowMarketing Bundle add-on, priced on requestNot listedSMS and email blasts, paid per message
Review requestsOffice (free)Not listedNot listedReview ask add-on, $10 a month
Day-before remindersOffice, the day beforeNot listedNot listedNot listed
Customers book onlineOffice (free)Not listedNot listedOnline booking add-on, $10 a month
EstimatesOffice (free)Essentials (estimates)Included (estimating)Listed (standard, option or package estimates)
People, usage and card fees
Extra peopleNo per-person fee; one or fifteen people, the same priceMove up a plan; priced on request$20 a month each (users 2 to 10), $15 (11 to 20), $10 (21 to 30), $5 after$5 a month per employee
Usage or creditsNone on Office, at cost on Grow, included on Front OfficeAutomations: 10 a month on Essentials, 30 on Pro, 100 on PremiumNone on the pricing pageKate AI receptionist $1 a call; texts 5 or 10 cents each; email $10 per 2,000
Card payments2.9% + 30¢ (Stripe) plus 2%, 1% or 0.5% by plan (Koira)3.2% + 29¢ a card, ACH 1% (capped at $50)2.95% + 30¢ a card, ACH $1 plus 1% (capped at $15)Not published; payments run through Square at Square's rate
Add-onsNone; postcards are a flat price per cardMarketing Bundle, Communications Bundle, Professional Services, priced on requestNone; the page says every feature is includedMost extras $10 a month each (online booking, portal, review asks, phone number); API $50

From JobNimbus pricing, JobTread pricing and Markate pricing, checked October 9, 2026. A cell names the lowest plan that lists the feature; "Not listed" means we did not see it, so ask. Prices change often, so check the page before you buy.

What each one costs

Every plan in the same columns: price, people, usage, card rates and add-ons. Koira has no per-person fee on any plan, and Office costs nothing a month.

PlanMonthlyBilled yearlyPeople includedUsage or credits
Koira
Office$0, freeMonthly, no contractOne or fifteen, the same priceNone charged on Office
Grow$249 a monthMonthly, no contractOne or fifteen, the same priceTexts, call minutes and emails at cost, nothing added
Front Office$499 a month, flatMonthly, no contractOne or fifteen, the same priceIncluded in the $499
JobNimbus
EssentialsNot published, priced on requestNot publishedUp to 3 usersAutomations: 10 a month on Essentials, 30 on Pro, 100 on Premium
ProNot published, priced on requestNot publishedUp to 10 usersAutomations: 10 a month on Essentials, 30 on Pro, 100 on Premium
PremiumNot published, priced on requestNot publishedUp to 19 usersAutomations: 10 a month on Essentials, 30 on Pro, 100 on Premium
EnterpriseNot published, priced on requestNot published20 users and moreAutomations: 10 a month on Essentials, 30 on Pro, 100 on Premium
JobTread
One plan$199 a month20% off billed yearly1 internal user, unlimited customer and vendor portal usersNone on the pricing page
Markate
Owner Operator$49.95 a month$45.95 a month ($551.40 a year)The ownerKate AI receptionist $1 a call; texts 5 or 10 cents each; email $10 per 2,000
Team$49.95 plus $5 a month per employee$45.95 plus $5 a month per employeeThe owner plus employeesKate AI receptionist $1 a call; texts 5 or 10 cents each; email $10 per 2,000

What comes on top: people, card payments and add-ons

CompanyEach extra personCard paymentsAdd-ons
KoiraNo per-person fee on any plan2.9% + 30¢ (Stripe) plus 2% on Office, 1% on Grow, 0.5% on Front Office (Koira); on Office that share replaces a monthly feeNone; postcards are a flat price per card
JobNimbusMove up a plan; priced on request3.2% + 29¢ a card, ACH 1% (capped at $50)Marketing Bundle, Communications Bundle, Professional Services, priced on request
JobTread$20 a month each (users 2 to 10), $15 (11 to 20), $10 (21 to 30), $5 after2.95% + 30¢ a card, ACH $1 plus 1% (capped at $15)None; the page says every feature is included
Markate$5 a month per employeeNot published; payments run through Square at Square's rateMost extras $10 a month each (online booking, portal, review asks, phone number); API $50

From JobNimbus pricing, JobTread pricing and Markate pricing, checked October 9, 2026. A cell names the lowest plan that lists the feature; "Not listed" means we did not see it, so ask. Prices change often, so check the page before you buy.

Card rates as each company publishes them (also JobNimbus payments, JobTread online payments), checked October 9, 2026. Koira's is Stripe's 2.9% + 30¢ for a US card plus Koira's share, which pays for Office in place of a monthly fee.

How to choose

If you have salespeople working leads through stages, a pipeline CRM fits. If you are the salesperson, the CRM that sends the follow-ups and reminders for you saves more than one you have to update.

Koira's plans and prices are on one page, and Office is free with no time limit.

Sources, each checked October 9, 2026: JobNimbus pricing, JobNimbus payments, JobTread pricing, JobTread online payments, Markate pricing, Stripe pricing, and Koira pricing. We read each page's own text; we did not use summaries or third-party price lists.

FAQ

What is the best CRM for contractors?

For a sales team, a pipeline CRM. For an owner-run shop, one that follows up, reminds and brings customers back on its own. Koira does that on Grow, with the customer page free on Office.

Do my customers need an account?

No. The link in each Koira text opens their page. There is nothing to install and no password.

Is there a free CRM for contractors?

Koira's Office plan is free and includes a page for every customer, estimates, invoices and review asks. Follow-ups and campaigns are on Grow.

What does Koira charge on card payments?

Stripe's 2.9% + 30¢ for a US card, plus Koira's share: 2% on Office, 1% on Grow and 0.5% on Front Office. The tables above show each company's own published rate next to it.

We know what works. Leave it to Koira.

☼⚙
Standard⚡ Turbo
● Koira did it● You by hand
Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Contractor CRM for small trade businesses (2026) | Koira