The Best CRM for Solo Contractors (Or Why You Might Not Need One)

Enterprise CRMs are overkill. Here's what solo operators actually need—and what they can skip.

January 20, 20266 min read

The Best CRM for Solo Contractors

Software companies want to sell you $100/month CRM subscriptions.

You might not need them.

What CRMs Actually Do

  • Store customer information — Name, address, phone, job history

  • Track jobs — Scheduled, in-progress, completed

  • Send invoices — Quote-to-invoice workflow

  • Automate follow-ups — Reminders, reviews, rebooking
  • What Solo Contractors Actually Need

    Must have:

    • Calendar (scheduling)

    • Phone contacts (customer info)

    • Way to send quotes/invoices


    Nice to have:
    • Automated reminders

    • Review requests

    • Job history


    Rarely needed (for solos):
    • Team scheduling

    • Inventory management

    • Dispatch routing


    The Free Stack

    Google Calendar: Scheduling
    Phone Contacts: Customer info
    QuickBooks/Wave: Invoicing
    Fixly: Call answering + reminders + reviews

    Total cost: $0-50/month

    When You DO Need a Full CRM

    • 3+ employees

    • 50+ jobs/month

    • Complex quoting/estimating

    • Need detailed job costing


    At that point, Jobber ($50/month) or Housecall Pro ($65/month) make sense.

    The Comparison

    SolutionCostBest For
    Free stack$0-50/moSolo, <30 jobs/mo
    Jobber$50+/moSmall teams, growth
    Housecall Pro$65+/moField service focus
    ServiceTitan$200+/moLarge operations

    The Verdict

    Start simple. Add complexity when you have a real problem to solve.

    A spreadsheet you actually use beats a CRM you ignore.

    Frequently Asked Questions

    Do I really need a CRM?

    If you're doing <20 jobs/month, probably not. Google Calendar + phone contacts might be enough.

    What about Jobber or Housecall Pro?

    Great for growing teams. Often overkill for solo operators. Evaluate based on your actual needs.

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