Clients
A CRM that knows what you built for them
One record per client with every job, document, and dollar attached. Stop retyping the same address on the fourth proposal, and stop guessing whether a lead ever got followed up.
No account. No trial. No demo call.
What it does
- Client records with full job history
- Leads with a simple pipeline
- Autofill every document from the client record
- Lifetime value and outstanding balance per client
- Notes and follow-up reminders
Replaces: A phone's contacts app and your memory
Included from Trades — $39/mo
Everything else it works with
One set of numbers behind all of it, so nothing gets typed twice.
Documents
Proposals, change orders, invoices, POs, sub scopes, material lists.
Takeoff
Measure off the plan, price every trade from your own rates.
AI plan reading
Upload a plan or a photo; get line items with confidence ratings.
Get paid
A Pay button on every invoice. Money lands in your bank.
Client portal
One link where your client sees everything on their job.
Selections
Client picks their finishes against an allowance. Overage priced automatically.