CRM
Clients, leads, pipeline, tags
Client Accounts
Organize company portfolios, service sites, and contacts without moving their work history.
intermediateClient Profile
Review customer identity, contacts, service properties, work, and payment history in one responsive profile.
beginnerManaging Clients
Find, create, and manage customer relationships and service properties in the Clean Estimate V2 Clients workspace.
beginnerCommercial Sales Pipeline
Manage commercial deal stages, forecast revenue, track activities, and analyze pipeline performance.
intermediateCommercial Proposal Templates
Create reusable proposal templates with pre-configured services, pricing, and terms for faster commercial quoting.
intermediateLead Sources
Manage lead-source category, commission rate, brand attribution, and reporting behavior.
beginnerManaging Leads
Track incoming leads from first inquiry through conversion, including deposits and early split payments.
beginnerSales Pipeline
Work leads from first contact through won or lost using the V2 board, lead list, map, follow-up, and source views.
beginnerRehash Queue
Work unsold residential quotes through the staged Rehash queue, re-quotes, and recovered-close attribution in Clean Estimate V2, with the V1 workflow it is built from.
intermediateTags and Client Segments
Organize clients with tags and filter your lists for targeted outreach.
beginner