Connected application
Sales CRM + Calendar
Keep leads, customers, proposals, follow-ups, meetings and installation handoffs connected to the same contractor workflow.
What your team can do
Real project work, carried forward
- Capture and organize customers and leads.
- Assign work with company-scoped roles and permissions.
- Schedule follow-ups, calls, meetings and installations.
- Track proposal status and move won work into delivery.
- Keep notes, activities and reports beside the project record.