Every lead and every deal, on one page.
From first enquiry to closed deal: contacts, notes, files, stages, and next actions in one record — with a pipeline built for real estate offers and critical dates.
A CRM and pipeline for contractors and real estate
- Every enquiry lands on a record — no sticky notes, no lost texts.
- Deal stages and job stages with next actions, so nothing stalls silently.
- Real estate: offer tracking, side-by-side comparison, and an accepted-offer view with conditions and critical dates.
- Notes, files, tasks, and reminders live with the contact, not in a separate app.
Connected to
The point isn't any one module — it's that they share a record, so the work flows instead of being retyped.
Scheduling & Dispatch
Recurring or one-off visits on a day/week calendar, with crew availability and double-booking checks.
Estimates & Approvals
Clean scopes, pricing, customer approval flow, and change-order history.
Client Portals
Customers review status, approve work, upload files, and see what's next.
Common questions
Is the CRM built for real estate too?
Yes — it includes offer tracking, side-by-side comparison, and an accepted-offer view with conditions and critical dates.
Where do notes, files, and tasks live?
With the contact and the deal or job record, not in a separate app.
Do deal and job stages show next actions?
Yes — stages carry next actions so nothing stalls silently.
Every step. Handled.
Start with the connected workspace, then turn on the deeper tools when the business needs them — from $20/mo, capped, no surprise bills.