One Platform. Every Tool You Need.
Follow a job from first call to final payment — without switching apps.
Sales
The foundation that connects your entire organization. Manage contacts, accounts, and opportunities in one place — then link tasks, appointments, calendar events, and vendor relationships so nothing falls through the cracks.
Unlimited, no caps or tiers
Track deals through stages
Follow-ups, deadlines & scheduling
Let customers book online
Track subs & suppliers
Capture leads from your site
Sarah Johnson — Kitchen Remodel
Mike Davis — Deck Quote
Tom Wilson — 2:00 PM
Lisa Chen — Bathroom Reno
Inbox
One place for every message. Email, internal notes, and customer conversations — all tied to the right contact.
All messages in one stream
Send to groups & segments
History tied to CRM records
Internal notes on threads
Hey, I wanted to follow up on the kitchen quote. When can you start?
2 hours agoCan you send over the material list for the deck project?
5 hours agoSent to 48 contacts — 12 opens
YesterdayLeadGen
Attract new customers and stay in front of existing ones. Build a professional website, publish content, send email campaigns, and capture leads — all connected to your Sales data.
Outreach to contacts & segments
Capture leads from anywhere
Drag-and-drop pages
Publish updates & expertise
Showcase your best work
Your brand, your URL
Sent to 48 contacts — 12 opens
Alex Rivera — Free Consultation
"5 Kitchen Trends for 2026"
Modern Farmhouse — 8 new photos
BidRoom
Build professional estimates, request vendor quotes, manage finish allowances, and deliver polished proposals your customers can review, approve, and e-sign — all without leaving the platform.
Professional, detailed quotes
Send & manage sub bids
Track selections & budgets
Estimates & change orders
Track scope changes on the fly
Save time with reusable presets
$48,500 — 12 line items
Cabinets — 3 vendors contacted
Countertops — $3,200 budget
Mike Davis — e-signed
JobSite
Track every job from signed estimate to final walkthrough. Manage phases, expenses, budgets, selections, and contract changes — all connected to your estimates and invoices.
Know where every project stands
Track costs vs. estimates
Manage scope & cost adjustments
Track customer finish choices
Log costs per job
Break jobs into milestones
Phase 3 of 5 — Cabinetry
$42,100 of $48,500 — 87% spent
Add pantry shelving — +$1,800
Quartz — confirmed by customer
Ledger
Where everything comes together financially. Approved estimates become invoices, project expenses flow into bills, and vendor quotes tie back to jobs — giving you a clear picture of profitability without double-entry.
Ledger is currently in beta. We recommend using it alongside your existing accounting software until it has been fully validated for your needs.
Send & track invoices
Track what you owe
One click from BidRoom
Revenue vs. costs per project
P&L, balance sheet & more
Match & categorize transactions
Johnson Kitchen — $12,400
Framing materials — $3,200
Deck estimate → Invoice #1043
Revenue $68,400 — Net $22,100
Storefront
Source and place construction materials for your projects. Browse plumbing fixtures, lighting, tile, and more—with supplier inventory integrations coming soon.
Fixtures, tile, lighting & more
Inventory API connections
Homeowners browse & choose
Secure checkout built-in
Pricing, variants & images
Your brand, your URL
Ready to Get Started?
Start with free Sales tools. Add modules as your business grows.
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