Estimates priced from real manufacturer price books, one shared inbox for every call, text and email, and a sales board your whole crew actually uses.
One system from the first phone call to the signed contract and the finished install.
Build estimates from your manufacturers’ real price books, every series, size and option. Show good, better and best side by side and get a signature on the spot.
Calls, texts and email from customers land in one shared inbox on your main line. Assign a conversation, file it in a folder, and reply with your logo and signature.
Drag a job from Lead to Sold and everyone sees it instantly. Every job keeps its photos, documents, quotes and full history in one place.
Decide who hears about a new message: the customer’s rep, whoever it’s assigned to, or the whole office. Unknown numbers reach everyone so nothing sits unanswered.
Route vendor mail to its own folder automatically, send a polished follow-up in two clicks, and give every rep a matching branded signature.
Each company gets its own private workspace. Bounces and unsubscribes are honored automatically, so your email keeps landing in the inbox, not the spam folder.
A call, text, email or web form becomes a contact and a job on the board, assigned to a rep.
Price it on site from the real price book, with photos attached to each opening.
Templates and reminders keep it moving. The customer signs, and the job moves to Sold.
Documents, notes and every message stay on the job, so the install crew has the whole story.
The office runs the board and sees every job. Sales reps see their customers, and the customers their team shares. Access rules live in the database itself, so a report, an export or an app can't show someone what they shouldn't see.
A 30-minute walkthrough on your real products, your real pipeline and your crew's roles.