Unify your client communications, organize leads, assign work orders, and automate customer follow-up sequences using customized operational dashboards.
Keep Your Sales Pipelines Fully Organized
Stop letting high-value leads fall through the cracks of your email inbox. Our CRM integrations ensure that every customer inquiry is automatically logged, routed, and followed up on.
- Lead Routing and Alerts: Instantly forward new quote submissions to relevant project crew members via SMS or email.
- Automatic Billing Sync: Integrate your client workflows with Quickbooks, Stripe, or other financial APIs to generate invoices automatically.
- Client Progress Tracking: Provide customer-facing updates as work progresses from contract signing to final inspection.