Sales Management
Effortlessly Manage Your Sales Pipeline, Estimates, and Service Catalog
Transform your construction business by simplifying client management, tracking leads, and generating accurate estimates and invoices—all from one powerful platform.
MAIN Features
Sales Pipeline
Lead Tracking
Capture and organize new leads efficiently. See where each prospect is in the sales funnel and what actions are needed to move them forward.
Stage Management
Create custom stages that reflect your unique sales process, such as initial contact, proposal, negotiation, and final agreement.
Task Reminders
Set automatic reminders for follow-ups, meetings, and important client communications to keep deals moving forward.
Deal Forecasting
Use real-time data to estimate potential revenue and project close rates for better sales planning.
Benefits
Stay on Top of Sales with Clear Overviews
Stay on top of your sales with a clear visual overview of your pipeline.
Never Miss Opportunities with Automatic Reminders
Never miss an opportunity or followup again with automatic reminders.
Plan Ahead with Accurate Deal Forecasting
Accurately forecast your future revenue to align with your business growth.
MAIN Features
Estimates & Invoices
Quick Estimates
Generate detailed, professional estimates based on real-time data, including material costs, labor, and project timelines.
Customizable Templates
Use pre-built templates or create your own to match your brand and project needs.
Instant Invoices
Convert estimates into invoices with a single click, and send them directly to your clients for fast, easy billing.
Integrated Payments
Streamline the payment process by accepting payments through the platform, making it easy for your clients to pay on time.
Benefits
Save Time with Quick, Professional Estimates
Reduce time spent creating estimates and invoices, letting you focus on growing your business.
Ensure Accurate Pricing with Custom Templates
Improve accuracy in pricing with realtime data and avoid costly mistakes.
Streamline Cash Flow with Instant Invoicing
Speed up your cash flow by quickly sending out invoices and collecting payments through the platform.
MAIN Features
Service Catalog
Detailed Service Listings
Create a clear catalog of all the services you offer, complete with descriptions, pricing, and any additional details.
Easy Customization
Edit or add services at any time to reflect changes in your offerings or new pricing structures.
Service Integration with Estimates
When creating an estimate, simply select the services from your catalog, making the estimating process faster and more consistent.
Benefits
Provide Clear Service Details
Provide clients with clear, detailed information about the services you offer.
Simplify Estimating with Integrated Services
Simplify the estimating process by pulling directly from your service catalog.
