From First Call to Signed Proposal — Keep Every Opportunity Moving
Track leads, build estimates, manage proposals, and improve sales follow-through with workflows designed specifically for specialty contractors.
One Connected Workflow From Lead to Proposal
Keep your sales pipeline organized while reducing the time it takes to build accurate estimates and professional proposals.
New Opportunity
Capture leads, customer requests, and bid opportunities in one organized pipeline.
Features
- CRM & customer management
- Prospect tracking
- Contact management
- Organization management
- Call logs & communication history
- Follow-up scheduling
- Opportunity assignment
- Sales activity tracking
- Facility/customer location records
- Lead pipeline visibility
Scope Review
Gather all project details to improve estimating accuracy before proposals are created.
Features
- Facility management
- Site notes & documentation
- File & image attachments
- Customer history tracking
- Project requirement notes
- Scope documentation
- Multi-location customer support
- Existing equipment records
- Inspection & site records
Estimating
Build faster, more consistent estimates with standardized pricing workflows.
Features
- Proposal generation
- Solution sets
- Equipment lists
- Labor calculations by category
- Material tracking
- Permit calculations
- Subcontractor management
- Vendor pricing support
- Product search & filtering
- Reusable estimating templates
- Scope standardization
- Pricing organization
Proposal Creation
Create professional, customer-ready proposals quickly.
Features
- Proposal formatting
- Scope generation
- Terms & conditions
- Pricing breakdowns
- Proposal revisions
- Proposal status tracking
- Document attachments
- Customer-facing deliverables
- Branded proposal support
Sales Follow-Up
Keep opportunities moving forward without losing visibility.
Features
- Follow-up reminders
- Proposal status tracking
- Pipeline visibility
- Activity tracking
- Call logging
- Contact frequency scheduling
- Workflow notifications
- Opportunity prioritization
- Sales reporting
Project Handoff
Move won projects directly into operations without re-entering information.
Features
- Project creation
- Workflow transition into operations
- Budget initialization
- Schedule preparation
- Resource planning
- Operations handoff
- Customer/project data transfer
- Linked project records
- Documentation continuity
Bring Clarity and Control to Your Sales & Estimating Process
Give your team the tools to organize opportunities, standardize estimating, and improve sales execution from lead to signed proposal.