Custom software
A CRM built around your workflow, not a template.
Track contacts, properties, jobs, crews, estimates, change orders, and invoices the way your specific business actually runs. Every build starts with a discovery consultation and a written scope, so you see the price before any work begins.
From first call to final payment
One connected pipeline. Nothing falls through the cracks because nothing lives in three different places.
What's included
Mix and match the pieces your business actually needs.
Contacts & Properties
Centralized contacts, companies, properties, full history, duplicate detection, notes that never get lost.
Estimates & Change Orders
Build from a price catalog, send by email, get them signed online. Same flow for change orders.
Client Approval Portals
No-login client pages to review and sign estimates with a full audit trail of who saw what.
Scheduling & Dispatch
Visual timelines, crew assignments, route planning, two-way Google Calendar sync.
Job Tracking
Every job has its own page: map, crew, documents, photos, status pipeline, live activity feed.
Invoicing & Payments
Generate from completed work, batch-send, track status (sent / viewed / paid), confirm payments.
Email, Built In
Send and receive customer email from Gmail / Workspace right inside the system, attached to the right job.
AI Where It Helps
Drafts emails, summarizes job history, generates daily briefings, answers "what changed this week".
Documents & PDFs
Auto-generated, branded PDFs for estimates, change orders, and invoices, saved and versioned.
Roles & Permissions
Owners, office, and field crew each see what they need. Full audit log of every action.
Fully managed for you
Hosted, secured, updated, and evolved by us, modern code and platform upkeep handled continuously. Your data stays yours, fully exportable.
Built-in client portal
Your customers review, sign, and pay from a clean portal link, no app downloads, no logins, full audit trail.
How we scope your CRM
Consultation first. Written scope and price second.
We don't build generic CRM demos. Every business tracks work differently, and a stock demo would misrepresent what you actually need. Instead, we start with a real conversation.
Discovery Call
We interview you about how leads, jobs, estimates, files, and invoices move through your business today, and where the friction is.
Scope & Price
We map the intricacies of your workflow into a written scope with a fixed price. You see exactly what's included and what it costs before committing.
Build & Refine
Once you approve the scope, we build. You review as we go and give feedback. We refine until it fits how you actually work.
Next step
Ready to scope your CRM?
Book a discovery call. We'll interview you about how your business runs and send back a written scope and fixed price.
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