Client Management CRM for Home Inspectors
Track customers, real estate agents, and properties in one place. Build relationships that drive referrals. Know every client's history before you walk through the door.
All Contacts in One Place
Stop Losing Track of Your Best Customers
That agent who sent you 10 inspections last year? Do you even remember their name?
Scattered Information
Client info in your phone, agent contacts in email, property addresses on sticky notes. When you need something, you can't find it.
Forgotten History
"Have I inspected for this agent before?" You can't remember, and you don't have time to search through old emails.
Lost Referral Opportunities
Agents who could send you business don't remember you because you never followed up. Referrals go to inspectors who stay in touch.
Every Contact, Every Inspection, Instantly Searchable
All your customers, agents, and properties in one searchable database. Type a name and see their complete history - every inspection, every property, every interaction. Know who your best referral sources are.
- Unified Contact Database - Customers, agents, and vendors all in one place.
- Complete Inspection History - Every property inspected for each client, with dates and reports.
- Instant Search - Find any contact by name, email, phone, or property address.
- Referral Tracking - See which agents send you the most business.
CRM Features Built for Inspectors
Not generic sales software - tools designed for how inspection businesses actually work.
Agent Management
Track real estate agents separately. See their referral history. Know who deserves a thank-you or follow-up.
Property Records
Every property you've inspected is logged. Returning to a property? Pull up the previous report instantly.
Attached Documents
Reports, agreements, invoices - all linked to each client record.
Notes & Reminders
Add private notes to any contact. Set reminders for follow-ups that pop up on your dashboard.
Custom Tags
Tag contacts as VIP, commercial, residential, radon - however you want to organize them.
Referral Analytics
See which sources bring the most business. Invest in relationships that actually pay off.
Build Agent Relationships That Last
Real estate agents are your best referral source. Our CRM helps you nurture those relationships with complete visibility into your history with each agent.
- Referral Counts - See exactly how many inspections each agent has sent you.
- Revenue Attribution - Know the dollar value of each agent relationship.
- Last Contact Date - See when you last worked with each agent. Reach out before they forget you.
- Brokerage Tracking - See which brokerages send the most business overall.
Self-Service Client Portal
Customers access their reports, agreements, and invoices through a branded portal. No more emailing documents back and forth. Clients log in and get what they need.
- Report Access - Clients download their inspection reports anytime.
- Agreement Signing - E-sign agreements directly through the portal.
- Invoice & Payment - View invoices and pay online.
- Your Branding - Portal displays your company name, logo, and colors.
Built by InterNACHI Certified Inspectors
We know that agent relationships make or break an inspection business. Our CRM focuses on what actually matters - tracking referral sources and maintaining relationships that drive business.
Start Building Better Client Relationships
Know your customers. Track your referrals. Grow your business. Free 14-day trial, no credit card required.
Frequently Asked Questions
What CRM features does InspectorData offer for home inspectors?
InspectorData includes a purpose-built CRM for inspectors with client contact management, communication history, inspection records, agent referral tracking, and automated follow-up capabilities.