Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage projects, communicate with teams, and schedule tasks within a single platform. Use AI agents for automation, track time, and collaborate on documents and wikis. Conduct meetings, manage sprints, and access whiteboards and dashboards.
Capture leads by scanning business cards with an AI-powered scanner. Create and share digital business cards. Take notes and tag leads. Automate follow-up campaigns. Sync with CRM systems like Salesforce or HubSpot.
Manage projects, track clients, and create branded
Manage projects, track expenses, and communicate with clients from anywhere. Create branded documents, collect payments, and generate estimates with AI assistance. Sync calendars, send messages, and access job details in real time.
Manage customer interactions by integrating calls, texts, and contact information. Create shared inboxes, add internal notes, and use a mini CRM to track conversations and provide team members with context.
Estimate projects instantly and manage tasks efficiently
Create estimates using AI tools. Input project details to generate accurate cost calculations. Manage project timelines and budgets. nd send client proposals with detailed breakdowns. Track job progress and update project status in real time.
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Manage projects, track progress, and streamline communication
Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.