Clients and leads all in one place.

Give your sales team a powerful tool to organize prospective projects.

App screen of the Customer Relationship Management inside the Estimator360 app.

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.

Black and white icon showing arrows connecting email. texts and phone calls

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.

icon of a man looking at a stack of lumber confused

Your Crew Struggles

When a job changes hands details can be missed. Your Crew has to work harder to provide a great experience.

Icon with two broken speech bubbles and a lightning bolt

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.

App illustration of Estimator360's CRM client managment tools

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 opportunities that connect to your Client directly. At a glance you can see the status of all opportunities, 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.

Illustration of the CRM Opportunities screen from teh Estimator360 construction managment software
 App illustration showing the dialog box to create a client task inside of the Estimator360 CRM feature

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.

Illustration showing a dialog box to add a note to a client record in the Estimator360 CRM tool
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