Client Management System

Our client management system is custom designed for the remodeling industry. It includes features that are unique to the needs of running, growing and managing your clients and leads. Think of it as an information hub filled with comprehensive reporting features.

Marketing Management

• Easily enter new clients or search for past clients

• Lead tracking by individual lead sources so you know what's working and what isn't

• Track your sales and close rates by lead source

• Export lists of clients or leads to Microsoft Excel or Word to manage past client communications

• View a history of jobs you've done for each client

 

 

 

 

 

Sales Management

• Run reports on average job size and average close rate by each salesperson

• Understand where each salesperson stands in terms of workload with a project pipeline report

• Oversee estimated cost vs. actual expenses for each project by salesperson

Dispatching and Scheduling

• Easily manage all of your sales and production resources with an easy to understand calendar

• Block schedules for vacations and production time; view holes in schedules you need to fill to maximize billable hours

Production / Gross Profit Reports

• Know your numbers with job profitability reports by craftsman, by salesperson, by date range or even by job detail (matching expenses from QuickBooks)

• Easily view cost variance reports by cost codes (matching your cost codes in QuickBooks)