Sales & Client management

Simple construction CRM for efficient sales

Managing clients and leads can be a challenging task for any residential general contractor or custom home builder. Our construction management software is designed to help you close more sales and keep a consolidated view of all your client information.

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Consolidated view of your leads and customers

Our tool allows you to add new clients to your dashboard, keep track of all your leads with their status, and have a view of all your projects in construction.

Our CRM feature gives you a 360-degree view of your clients and leads, so you can see their contact information, project details, and communication history in one place.

A screenshot with a list of projects with different statuses

Map view for better visualization

With our map view, you can see all your leads and projects won on a map, making it easy to visualize where your business is coming from.

Screenshot of a map view with a project card

Automated follow-up to win more projects

You can set reminders for all quotes sent for automated follow ups during the bidding phase.

A screenshot with the options to add reminders for the client

Be notified at key moments

You also get notified when customers open your quotes, or your invoices, or whenever a customer decides to move forward with your quotes so you can always be kept in the loop rapidly.

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A screenshot with a list of notifications sent with updates on projects

Build your business with the most valuable tool in your toolbox

Send $100K+ quotes in 30 minutes or less!

No credit card required

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