Track Every Lead From First Inquiry to Closed Job
Manage customers, deals, estimates, proposals, invoices, signatures, bookings, and client communication in one sales workflow.
A sales workflow shaped like a contractor job
Every stage, artifact, and next step in one record - not spread across a spreadsheet, a document tool, and a booking app.
Lead & customer records
One profile, every conversation, every job, every document.
Visual pipeline
Drag opportunities through stages built for renovation sales.
Estimates
Draft, template, and version estimates without leaving the platform.
Proposals & e-sign
Turn approved estimates into proposals and capture DocuSign signatures.
Quote-to-invoice
Convert signed proposals into invoices with deposits and terms.
Booking & calendar
Online booking synced with your team's calendars and reminders.
From site notes to a signed proposal in one flow
Draft the estimate from templates, adjust line items, generate the proposal, and send for signature - without exporting anything to a separate document tool.
- Reusable line items and pricing templates
- Automatic totals, taxes, and deposits
- Proposal generation from an approved estimate
- DocuSign e-signature built in
A calendar homeowners actually use
Homeowners book their own site visit from a link, see updates in a simple portal, and sign documents without an email chain.
- Real-time availability across the team
- Automated reminders and reschedule links
- Client portal for documents, updates, and invoices
- Two-way sync with Google and Outlook calendars
See the pipeline like a business owner
Close rate, average deal size, response time, and lead source - all in one view, without pulling a report.
Organize My Sales Process
Every deal, every document, every next step - in one system.