CRM

Customers, jobs, documents and the books in one place, set up for how you work.

One system for the whole job

From the first enquiry to the final payment, everything about a customer lives in one place, and everyone in the business sees the same thing.

• People and organizations. Customers, employees and sub-contractors, with their addresses, phones and history.
• Leads. Enquiries from your website's contact form arrive as leads, ready to follow up.
• Jobs and work orders. What is being done, for whom, by which crew, and where it stands.
• Boards. Your pipeline or your production schedule as cards on a board, moved along as work happens.
• Documents and e-signature. Contracts and photos kept with the job, and agreements signed online.
• Email. Messages to and from customers kept with their record, sent from your own domain.
• Invoicing and accounting. Invoices, payables, bank feeds, a general ledger, and the balance sheet and income statement that come out of it, with a QuickBooks connection for those who keep their books there.
• Automations and reports. The follow-up that should happen every time, and the numbers you check every week.

Set up for your business

Features are switched on per business, so you see what you use and nothing else. Your own statuses, categories, job types and document templates, under your own name and web address.

Hosted and looked after

It runs in the cloud on Amazon Web Services and is kept current by us. There is nothing to install, and your team signs in from any browser.

Ask for a walkthrough set up with your own kind of work.