Every Customer. Every Call. Every Dollar. One Screen.
Stop digging through texts, emails, and sticky notes. Every interaction, quote, job, and payment — right there when you need it.
"Wait, did we already send them a quote? Who talked to them last?" Scattered info means dropped balls and lost jobs.
Full Customer History
Every call, text, quote, job, and payment in one timeline.
Lead Scoring That Works
Prioritize follow-ups based on real engagement, not gut feeling.
Pipeline at a Glance
New leads, quoted jobs, won work — see your entire pipeline.
Never Miss a Follow-Up
Automated reminders so no lead falls through the cracks.
How It Works
Every lead lands in one place
Calls, texts, web chat, quote requests, and booking forms all create a contact. Nothing sits in a personal inbox or on the back of an envelope.
The full history stays attached
Calls and recordings, texts, quotes, jobs, photos, invoices, and payments on one customer record.
You pick up where you left off
Before you call anyone back, you can see everything that has happened with them - no scrolling your phone trying to remember.
Questions Contractors Ask
How is this different from the pipeline?
The CRM is the customer's whole story in one place. The pipeline tracks your open quotes and deals so you know what to chase this week. Two different questions.
Do I have to enter customers twice?
No, and that is the point of a connected system. A customer entered once at the lead stage carries through the quote, the job, and the invoice without retyping - which is where misspelled names and wrong phone numbers come from.
Can my crew see customer records?
You control what your team sees. Owners get everything; crews see the jobs they are on.
What about customers already in my old system?
You can bring existing customers in rather than starting from an empty list.
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