CRM & Customer Management Built for Growth
Bring customer information, communication, opportunities, tasks, and activity into one connected CRM. Give your team the visibility and organization needed to manage relationships from the first interaction forward.
Job Management
Manage current, previous, and future jobs effortlessly. Schedule dispatch, track progress, and ensure every project is completed on time and on budget.
Customer Tracking
Keep track of all customers and completed work with photos in one place. Build a comprehensive history for every client to drive repeat business and referrals.
Centralized Communication
Manage all conversations and handle incoming requests. Sync SMS, emails, and social messages into one unified inbox so you never miss a lead.
Team Access
Add staff members, assign tasks, and give access to take photos. Empower your crew with the right tools while maintaining complete control over permissions.
Quotes & Contracts
Send quotes, estimates, contracts, and emails directly to your clients. Close deals faster with integrated document tracking.
Seamless Communication
Text, call, and email all directly from the CRM. Keep every customer interaction logged and easily accessible for your entire team.
One Connected CRM
Keep Your Customer Relationships Organized in One Place
Give your team a centralized view of customer information, communication, opportunities, tasks, and activity. Instead of managing important details across disconnected tools and spreadsheets, keep the customer relationship organized within one system.
Visual Sales Pipelines
Track leads and opportunities through defined pipeline stages so your team can see what is moving forward, what needs attention, and what comes next.
Unified Team Inbox
Bring supported text, email, social, and customer communication into a centralized inbox so conversations remain connected to the customer record.
Complete Contact Profiles
Keep contact information, notes, documents, communication history, opportunities, and relevant activity together for a more complete view of each relationship.
Tasks and Activity
Assign responsibilities, set due dates, track activity, and give team members visibility into the work connected to customers and opportunities.
Reporting and Visibility
Understand sales activity, pipeline movement, lead sources, conversion performance, and team activity through centralized reporting.
Filtering and Segmentation
Organize contacts using tags, lists, custom fields, and filters to quickly identify relevant customer groups and opportunities.
See Every Opportunity and What Comes Next
Organize leads and opportunities through clearly defined pipeline stages that reflect your process. Give your team visibility into where each opportunity stands, who is responsible, and what needs attention next.
Custom Pipeline Stages
Configure stages around the processes your team uses to manage leads, opportunities, customers, and ongoing work.
Workflow Triggers
Trigger supported actions and communication when an opportunity moves into a defined pipeline stage.
Opportunity Tracking
Track the status, value, activity, and progress associated with opportunities as they move through the pipeline.
Team Assignment
Assign opportunities to the appropriate team members and maintain clear ownership throughout the process.
Customer Lifecycle
Keep the Relationship Connected Beyond the First Lead
A customer relationship does not end when an opportunity closes. Keep communication, activity, history, and future opportunities connected to the same customer record as the relationship continues.
Take Your Business Anywhere
Access customer information, conversations, jobs, opportunities, tasks, and other CRM activity from supported mobile devices so your team can stay connected wherever work takes them.
Mobile Access
Access important CRM functionality from supported mobile devices while working from the office, in the field, or on the go.
Instant Alerts
Receive supported notifications for new leads, customer replies, assigned tasks, and other activity that may require attention.
Connected Information
Keep customer records, conversations, jobs, pipeline activity, and other CRM information synchronized across supported devices.
Keep Your Team, Customers, and Work Connected
Give your team a central place to manage customer activity, job information, responsibilities, files, and communication. Keep important information connected to the appropriate customer and job so employees can quickly understand what has happened and what needs to happen next.
Maria Lopez
Kitchen Remodel · Assigned to Alex Rivera
Kitchen Remodel
Maria Lopez · Alex Rivera
Aug 12
Bathroom Renovation
Devon Park · Sam Torres
Aug 14
Deck Repair
Carlos Ruiz · Alex Rivera
Aug 08
Alex Rivera
Lead Tech · 4 jobs
Sam Torres
Coordinator · 3 jobs
Priya Shah
Sales Rep · 2 jobs
12
Open Opportunities
9
Active Jobs
14
Tasks Due
6
Team Members
Employee Access
Add employees to the platform and give team members access to the information and tools relevant to their responsibilities.
Job Management
Create and manage jobs connected to customer records so important details, communication, activity, and responsibilities remain organized throughout the work.
Photos and Files
Upload photos, documents, and other relevant files to customer or job records so important information stays connected to the work.
Notes and Activity History
Add notes and maintain relevant activity history so team members can quickly understand previous communication, updates, and actions connected to a customer or job.
Tasks and Assignments
Assign tasks and responsibilities to team members, establish due dates, and keep upcoming work visible within the CRM.
Team Visibility
See who is responsible for customers, opportunities, jobs, and tasks while maintaining greater visibility across team activity.
Reporting
Review relevant pipeline, customer, job, conversion, and team activity through centralized reporting.
Ready for Your Next Stage of Growth?
Tell us where you are today and where you want to go. Our team will connect with you to discuss the systems, technology, and opportunities that can support your next stage of growth.
