Construction CRM
Track leads, call them from the app with recorded calls and AI summaries, send a branded intake form, and convert a won lead straight into an estimate and project.
Replaces the point tools this used to take
This capability is part of the all-in platform — not a separate subscription stacked on top.
Illustrative. Actual results depend on your team, rates, and volume.
Connects to the tools you already run
What you get
| What you get | Included |
|---|---|
| What you getLead and contact tracking built for contractors | IncludedIncluded |
| What you getClick-to-call with recorded calls and AI call summaries logged to the timeline | IncludedIncluded |
| What you getBranded, editable intake form that travels with the client | IncludedIncluded |
| What you getWon lead converts directly into an estimate and project lifecycle | IncludedIncluded |
| What you getProposal follow-up agent nudges at day 3 / 7 / 14 and flags “viewed but not signed” | IncludedIncluded |
| What you getNo separate CRM subscription — it is part of the platform | IncludedIncluded |
Everything included. One flat price.
No add-ons and no per-feature upsells — every plan gets the full platform and all 43 governed AI agents.
See full pricing & savingsFrequently asked questions
Can I call leads from inside the CRM?+
Yes. You can place calls from the app; calls are recorded and an AI summary is logged to the contact’s timeline automatically.
Does it chase proposals for me?+
The proposal follow-up agent auto-nudges at day 3, 7, and 14 and flags proposals that were viewed but not signed.
What happens when I win the lead?+
A won lead converts directly into an estimate and then a project, so you are not re-entering the same client in another tool.
Win more workGrow without a bigger back office.
Win the right jobs and keep clients close
From the first lead to a signed contract to a happy referral — the pipeline, the proposal and the client portal all live in one place.
- +CRM with recorded calls & AI summaries
- +Branded, e-signed proposals
- +Client portal with online payments