Pick Your Plan

Enterprise

Customizable Construction CRM for your business

Everything in Professional +

Advanced Permissions

Connect Multiple Systems

Shared Customers

Professional

Streamline and automate your entire sales process

Everything in Team +

Automation

Proposal Generator / E-sign

Sequences

Data Enhancement

ERP Integration

Custom Reporting Module

Team

All-in-one Construction CRM

Construction CRM

Email Integration

Quickbooks Online Integration

Follow ups and reminders

Document Storage

Project Tracking

Digital Bid Calendar

Standard Reporting

Live Support

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Feature	Team	Professional	Enterprise
Email Integrationℹ Syncs with your email inbox so outreach is logged automatically. No more copy-pasting or digging through threads.
QuickBooks Online Integrationℹ Links to QuickBooks Online to keep client and financial data aligned without double entry.
Follow-ups & Remindersℹ Set follow-ups, schedule tasks, and get automated reminders so nothing slips through the cracks.
Document Storageℹ Store bids, contracts, and job site docs in one central hub, organized by project or contact.
Project Trackingℹ Track every active bid or opportunity with custom stages, deadlines, and notes updated in real time.
Digital Bid Calendarℹ This shared calendar shows which bids are due when so your whole team is on the same page.
Standard Reportingℹ Run basic performance reports to see how your pipeline, team, and close rates are trending.
Live Supportℹ Access live chat and in-app help from real, U.S. based humans.
Automationℹ Trigger tasks, emails, or status changes based on actions like a bid being submitted
Proposal Generator / E-signℹ Build branded proposals in minutes and send them for virtual signing.
Sequencesℹ Automate follow-up series across email, calls, and tasks to keep leads warm without as much manual effort.
Data Enhancementℹ Enrich your contact records with firmographic data to better qualify and segment leads.
ERP Integrationℹ Connect to accounting platforms like Foundation, Sage, or Viewpoint for smoother workflows.
Custom Reporting Moduleℹ Build tailored reports based on the metrics your leadership actually cares about, like win rate by estimator or General Contractor.
Advanced Permissionsℹ Set roles and access rules so each team member sees only what they need (especially helpful for larger organization).
Connect Multiple Systemsℹ Integrate with multiple platforms like ERP, email, or project management tools to unify data and reduce duplicate work.
Shared Customersℹ Collaborate across divisions by linking customer records and activity history across teams or different offices.

CRM Coaching and Training

90% of success with a CRM is all about training and implementation. Your onboarding specialist will help you gain certainty and visibility into your sales, so leads stop falling through the cracks, and you make more sales. Your onboarding specialist will help you: