CRM

Clients, leads, pipeline, tags

Group related contacts under a parent account for property managers and commercial clients.

View a client's full history — estimates, jobs, messages, payments, and activity timeline.

Add, edit, organize, and track all your customers in one place.

Manage commercial deal stages, forecast revenue, track activities, and analyze pipeline performance.

Create reusable proposal templates with pre-configured services, pricing, and terms for faster commercial quoting.

Track where your leads come from and measure which sources generate the most revenue.

Track incoming leads from first inquiry through conversion to paying customers.

Visualize your deals on a kanban board and track estimates from sent to won.

Organize clients with tags and filter your lists for targeted outreach.