# BuildOps CRM

> Sales CRM for mechanical service contractors with surveying and estimating tools. (iPhone/iPad app by Perfectware Solutions.)

- Source: https://appshunter.io/ios/app/buildops-crm/id1414481262 (this page in markdown: same URL + `.md`)
- Developer: [Perfectware Solutions](https://appshunter.io/developer/1414481261)
- Category: Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 46 MB
- Languages: American English
- Released: 2018-09-23
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/buildops-crm/id1414481262/reviews.md

## What is BuildOps CRM?

BuildOps CRM is a complete sales system that is based on time proven service sales processes. BuildOps CRM is designed to guide your team through the sales process from suspect development to a closed sale and turnover to operations. BuildOps CRM contains tools to streamline the sales process, these tools include a mobile surveying tool, service contract and project estimating, proposal generation. 

With the mobile application, sales reps and managers will be able to manage their sales funnel, view and track their activities, access historical information on current and potential clients. 

First in the industry, designed to meet the needs of the mechanical service contractor, our mobile surveys cover building operations, equipment, and financial information. BuildOps CRM designed the tool to improve accuracy and detail of information and decrease the time it takes to complete a survey.

Combine multiple surveys into one
Improve accuracy and detail
Export Survey as Equipment List for Service Management Software
Pushes to BuildOps CRM Estimating tool

Designed for in the field, easily collect detailed information on any piece of equipment and attach pictures.

Make / Model / Serial / Belts / Filters / Refrigerant / Tonnage / HP
Condition Report
Take Pictures
Take Notes / Special Needs

## Key features

- Mobile surveying tool
- Service contract and project estimating
- Proposal generation
- Sales funnel management
- Activity tracking
- Client historical information access
- Equipment data collection with pictures


## Frequently asked questions about BuildOps CRM

### What is BuildOps CRM?

BuildOps CRM is a sales system designed for mechanical service contractors. It guides teams through the sales process, from lead development to closing, and offers tools for surveying, estimating, and proposal generation.

### What devices does BuildOps CRM support?

BuildOps CRM is available for iPhone, iPad, and iPod devices.

### How often is BuildOps CRM updated?

The latest version, 2.9.0, was released on November 13, 2023. Updates are frequent, ensuring the app remains current with new features and improvements.

### What is the age rating for BuildOps CRM?

BuildOps CRM has an age rating of 4+, making it suitable for a wide range of users.

### Does BuildOps CRM have ads?

No, BuildOps CRM is ad-free, providing an uninterrupted user experience.

### How does BuildOps CRM improve survey accuracy?

The mobile surveys are designed to capture detailed building operations, equipment, and financial information, improving accuracy and decreasing the time needed to complete a survey.

### Can BuildOps CRM export survey data?

Yes, surveys can be exported as an Equipment List for Service Management Software and also pushed to the BuildOps CRM Estimating tool.

### What kind of information can be collected during a field survey with BuildOps CRM?

Users can easily collect detailed information on any piece of equipment, including Make, Model, Serial, Belts, Filters, Refrigerant, Tonnage, and HP. Users can also record condition reports, take pictures, and add notes for special needs.

## Version history (last 5 releases)

### 2.9.0 — 2023-11-13

Changed images in app

### 2.8.8 — 2023-10-13

- changed name of app
- changed logo icon

### 2.8.2 — 2022-10-21

- Activity fix for saving/creating
- Added search for Manufacturer and Equipment Type selections
- Added additional assignees in Activity
- Added Cell Phone to contact
- Filtering selections of sales reps by their activation status

### 2.7.2 — 2021-12-26

- added winter icon

### 2.7.1 — 2021-11-21

- equipment type fields (Equipment survey): disabled for Sales Rep and Tech, enabled for Sales Manager

## Apps similar to BuildOps CRM

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [2024 Continuing Education](https://appshunter.io/ios/app/2024-continuing-education/id6474693286) | — | Free | Business |
| [Convex by ServiceTitan](https://appshunter.io/ios/app/convex-by-servicetitan/id1443658411) | 4.5 (15) | Free | Business |
| [BuildOps Forge](https://appshunter.io/ios/app/buildops-forge/id6740900259) | — | Free | Business |
| [ServiceTrade SalesManager](https://appshunter.io/ios/app/servicetrade-salesmanager/id1588058962) | — | Free | Business |
| [BuildOps: Commercial Trades](https://appshunter.io/ios/app/buildops-commercial-trades/id1459667206) | 3.1 (384) | Free | Business |
| [2025ConEd](https://appshunter.io/ios/app/2025coned/id6739537163) | — | Free | Business |

## Related topics

[buildops crm](https://appshunter.io/ios/topics/buildops-crm) · [buildops](https://appshunter.io/ios/topics/buildops) · [build opps](https://appshunter.io/ios/topics/build-opps)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-07.*