Your contacts,kept private.
A private book of contacts, leads, and notes visible only to you — separate from the team marketing CRM.
Personal CRM built like an operating system. Purpose-built for general contractors, ErectOS runs personal crm as live infrastructure — capturing the work, flagging what matters, and reporting the truth every single day.
One source of truth
Every personal crm record lives in one place — versioned, searchable, and tied to the building it belongs to.
Powered by Pulse
ErectOS watches the work and flags what needs attention before it costs you time, money, or a claim.
Wired to the build
Personal CRM reads from and writes to the modules around it, so nothing has to be entered twice.
Capture it once, in the field.
Personal CRM captures the record where the work happens — on phone, on site, in seconds — with the context already attached.
1.0 Capture
Pulse flagged a personal crm that needs a response today.
Routed to the right owner with the deadline already set.
See the status at a glance.
Track every open personal crm against its deadline, owner, and impact — and report the truth without chasing anyone.
2.0 Control
3 personal crm items are aging past SLA.
Wired to the whole build
Personal CRM reads from and writes to every module it touches — your data is entered once and trusted everywhere.
Field activity posts straight into the record — no double entry.
Every file and markup is filed against the right record automatically.
The right people are alerted the moment something needs them.
Status rolls up into project and portfolio reporting in real time.
Nothing slips through the cracks on personal crm again.
Field → Personal CRMEvery record carries its own history — and its own deadline.
Personal CRM → AuditThe status is computed from the work, not from a status meeting.
Personal CRM → Reports