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Sales & Client Collaboration

Win more projects and keep clients informed with our all-in-one platform that keeps you organized and simplifies collaboration

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Features

CRM

Organize prospect information to streamline lead tracking, follow-ups, and client relationship management.

Example of personalized content

Customer Portal

Provide clients with real-time access to project updates and documentation for increased transparency.

Calendar view of content scheduling

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.

Screenshot of the user-friendly CMS interface

Proposals

Create and send professional proposals to win more projects and close deals faster.

E-commerce integration dashboard

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.

Mobile app integration example

Benefits of use cases

Win More Projects

Track prospects, generate estimates, and create proposals in minutes to win more projects with less effort

Keep Clients in the Loop

Provide real-time updates, organized selections, and clear communication for a stress-free experience

Build Faster with Less Hassle

Centralize files, approvals, and messaging to keep projects moving smoothly and on schedule

"They have already surpassed competitors like CoConstruct and BuilderTrend in terms of their capabilities...One of the biggest highlights is that they will transition data from other software into their platform even for jobs in progress - no other competitor will do that."

Paul Colwell
Managing Director, Cullum Homes

"Giving us one place to communicate as a team and communicate with the customers has been a game changer."

Blake Waldecker
Founder of Waldecker Homes

"The team at Ressio are passionate about what they do, responsive and listens to our needs. The estimating, job costing, selections, and budget tools are incredibly well built and simple to use. They allow for a more seamless project management flow."

Ian Steele
Director of Operations, NW Roots Construction

"The best thing about Ressio, beyond the software, is their team. They really listen to their customers to ensure they're solving real problems in the homebuilding industry and doing it in a way that makes sense to those in the software day to and day out. Truly best in class."

Melissa Leediker
Founder, Turquant Business Services

"Our field team has informed us that the mobile version is an improvement from our old software. They find it easy to clock in and out each day and can view the specifications for a project. They are already utilizing this tool in the field much more."

Brian Picha
Project Coordinator, Olson & Jones

"It's easy to use, even for people who aren't familiar with construction software. What really impressed me was the seamless integration with QuickBooks Online for budgeting. This makes it so much easier to track finances and keep projects on track."

Ashley McIntee
COO, Birch Home Builders

"The team is unbelievable and so responsive to anything that comes up. Also, I have made many suggestions to improve workflow and they have made changes accordingly and actually invite feedback to improve things!"

Parker Pladson
Owner, Epic Homes