Nick Rue · Full-stack freelancer
Case study · production code

Contractor CRM with automations

Outcome: A self-hosted CRM where tags, calls and sign-ups trigger follow-ups, and do-not-call rules block bad dials.

How it works

  1. Leads arrive from chat, phone and forms.
  2. Each lead is matched or created without duplicates.
  3. Tags trigger one of 5 automation entry points.
  4. Call attempts are logged and capped.
  5. Do-not-call status blocks further contact.

Open the live demo[EspoCRM on Postgres, webhooks, Python]

Screens

Contractor CRM with automations screen
Contractor CRM with automations screen
Contractor CRM with automations screen
Contractor CRM with automations screen

Want this for your business?

Tell me what you would change and I will scope it in a reply.

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