The Easiest & visual Way to Track leads, win jobs & grow profits with the #1 Construction CRM

The #1 Construction CRM has everything your team needs to Win more jobs and Dominate Your Market

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"Spreadsheets and whiteboards were not working.
We needed a way to see where our leads and proposals stands"

Before

Average Win rate: 10% or less
Average Profit: 10% or less

After

Average Win rate: 30% +
Average Profit: 35% +

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Integrated with top construction software

What our clients say

Gregg Wallick's Story - Best Roofing - CEO  

How 1st Choice Roofing 4X Revenue

Features

Track and convert leads

Organize all your contact details and manage leads so sales can prioritize their outreach. An activity is anything that moves your deals toward closing. A phone call, a lunch, a meeting, an email or anything in between. You can’t control the outcome of deals, you can only control the actions that push deals to close.

All your information in one place

Grow an unlimited database of contacts and organizations, and see full timelines of contact activity history. We keeps your contacts organized and holds them as “people” and “companies”. Once added, people or organizations can be linked to jobs as you go.

Real-time dashboard analytics

Are you on course to hit your yearly target, or do you need to make a drastic correction to your sales process? Our reporting reveals it all.Visual sales pipeline reports prompts you to take action, remain organized and stay in control of the complex sales process.

Your process from call to close.

Customer relationship management software, by definition, helps you nurture relationships with leads while aligning your team’s sales activities. A well-designed customer management software gives you the ability to better organize your efforts and to meet all of your sales goals.

Notifications and reminders

Using our scheduling tool, you can attach activities to deals and see your entire to-do list on one, easy-to-navigate page that syncs with your calendar. In your pipeline view, you can clearly see which deals have activities due, are overdue or have not been assigned.

Communicate with your team

Organize your salespeople into teams and gain useful insights into their performance. Set goals and generate reports covering the wins, losses, and sales activities of any team. With Team Goals, you can set sales targets and help your salespeople know exactly what to spend their valuable time on.


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