Features
CRM
Organize prospect information to streamline lead tracking, follow-ups, and client relationship management.
Customer Portal
Provide clients with real-time access to project updates and documentation for increased transparency.
File Storage
Share and store plans, documents, images and media from any device.
Messaging
Centralize project communication away from email and text to drive seamless collaboration with every stakeholder in one location.
Proposals
Create and send professional proposals to win more projects and close deals faster.
Selections
Provide custom design choices, organize them by item or location, and collect rapid approvals to reduce delays.
Specifications
Track the latest project requirements to ensure clear expectations and avoid costly mistakes.
Templates
Standardize estimates, schedules, and approvals to produce client-ready documents faster.
Benefits of use cases
Track prospects, generate estimates, and create proposals in minutes to win more projects with less effort
Provide real-time updates, organized selections, and clear communication for a stress-free experience
Centralize files, approvals, and messaging to keep projects moving smoothly and on schedule