Features that connect sales, service and operations.

Know every lead and every next step.

Centralize customer records and build a repeatable path from inquiry to completed work.

• Leads and opportunity center
• Customer 360° profile
• Automatic cross-business referrals
• Referral partner dashboard
• Lead scoring, status and priority
• Follow-up tasks and reactivation
• Appointment and estimate follow-up
• Business-specific customer records

See where the money is — and where it is stuck.

Turn estimates, invoices, payments and receivables into an owner-level view of cash flow and pipeline.

• Money Dashboard
• Estimate-to-invoice conversion tracking
• Invoices and payment records
• Receivables aging: Current, 1–30, 31–60, 61–90, 90+
• Expense tracking
• Collected vs outstanding totals
• 30/60/90 projected inflow
• Direct drill-down to source records

Keep the day moving.

• Scheduling and dispatching
• Appointments and recurring work
• Jobs and work status
• Follow-up queue
• Executive Needs Attention
• Operational alerts
• Mobile-friendly controls
• Business-specific workspaces

Documents stay connected to the customer.

• Upload and document library
• PDF workspace
• Text, initials and signature placement
• E-Sign links
• Signed document history
• Audit-friendly activity records
• Customer portal document access
• Document assignment by customer

Extend the same CRM into specialized businesses.

Owner visibility without giving everyone owner access.

• Role-based feature access
• Business access restrictions
• All-business executive views
• User activity and accountability tools
• Cross-business reporting
• Needs Attention prioritization
• Referral performance
• Pipeline and money dashboards