Sales CRM for renovation companies

From the first enquiry to the signed contract and handover: customers, projects, site visits, quotes and contracts in one place.

Customers

One record per customer with owner, contact consent and history, shared only with the people allowed to see it.

Each job is its own project with site address, scope, budget and sales stage, so one customer can have several.

Book measure and survey visits, record the site assessment and keep photos and files on the project.

Line items with server-calculated totals, numbered versions and a fixed PDF once a quote is issued.

Record the signed contract from a quote, log deposits and payments by hand, and hand the job over.

A public enquiry form for your website that creates a customer and a project for your team to review.