CRM for Specialty Contractors

Unique needs call for unique solutions, which is exactly why this contractor CRM was designed to ensure specialists have the tools that win bids—tools that no one else can give them.

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CRM for Roofing, Electrical, Plumbing, Landscaping, Paving & Other Specialties

Our experience as engineers, construction business owners and CRM developers taught us that growing a successful business is not just about lead management, it's about seeing the big picture whether, tracking bids or delivering quotes on demand.

If you own a Roofing, Electrical, HVAC, Plumbing, Landscaping, Paving or other specialty business that has unique needs, here is what we have just for you:

  • Track multiple bids against a single job without compromising the integrity of your forecast
  • Know constantly the status, due dates and next step of a bid with alerts, by email, text and/or calendar invite
  • Generate professional quotes even when you’re in the field
  • Stay in front of service work opportunities with marketing and action plans that get attention
  • Keep your crews and equipment visible at all times with the Job Board/Calendar
  • Utilize customizable follow-up and workflow plans to optimize every step in the sales and job processes
  • Have the information you need in order to know every job will be profitable

 

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