Clients and leads all in one place.
Give your sales team a powerful tool to organize prospective projects.
No Organization, No Growth
Having information everywhere doesn’t help anyone. Keeping things in your head is even worse. Your company won’t grow if you can’t stay on top of your Client’s needs and new opportunites.
Can't Keep Up With New Leads
When you run your business through your phone and don’t have a central place to store information a lot gets lost.
Your Crew Struggles
When a job changes hands details can be missed. Your Crew has to work harder to provide a great experience.
You Don't Know the Next Steps
On a construction site there are a lot of moving parts and it can be hard to assign tasks to projects and inform your Crew.
Track Existing Clients
See all activity and communication from each of your Clients. You can send them an email directly from the CRM and see each Client’s active and completed construction projects. No more sticky notes and paper folders.
Build Your Pipeline
Easily add new opportunites that connect to your Client directly. At a glance you can see the status of all opportunites, the expected close date, the lead source, description and next steps. Assign the lead to one of your Crew Members so they can follow up.
What Needs to Be Done?
Create tasks for any Client about anything that needs to be completed. These can be used as punch lists to finish a project, or for the odds and ends of a construction project. Easily assign to a Crew Member and send reminders so they won’t forget.
Never Forget a Detail
Add notes about your Client with important information you want to remember. This can be used to build a stronger relationship and help differentiate you from the other company only looking to make a quick buck. Go the extra mile easily and impress your Client.
See more of what Estimator360 can do for you
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