Your entire business on one screen
Revenue, new leads, quotes sent, orders created, and conversion rate: live, with trends against last period. Pipeline value by stage, tasks due today, top salespeople, and lead sources side by side, so Monday morning starts with answers instead of report-pulling.
- Real-time KPIs with period-over-period trends
- Pipeline overview with value at every stage
- Lead-source breakdown: know where buyers come from
A pipeline that speaks metal building
Stages built around how structures actually sell: New Lead → Attempting Contact → Quote Sent → Follow-Up → Approved → Order → Deposit. Drag deals between stages, work the whole deal from a side panel without leaving the board, and let stage changes trigger automations.
- Drag-and-drop stages with automation triggers
- Full workspace panel: quote, call, text, and task from the card
- Every lead tagged with source, campaign, and ad set
- New leads handed out round-robin to your reps, with instant notification
From 3D design to signed contract, without retyping anything
Configurator designs arrive as ready-made quotes with the building preview, line items, and pricing attached. Convert to an order in one click, generate the contract, send it for e-signature, and collect the deposit. The four-step flow lives right at the top of every order.
- Quote → contract → deposit → final payment, tracked end to end
- Building previews on every quote: front, sides, back, 3D view
- Manufacturer-specific contract templates and lift policies
- Sales tax looked up by ZIP code, applied automatically
Contracts signed on a phone in the driveway. No DocuSign bill.
E-signature is built in. Contract templates fill themselves from the order (customer, building spec, price, deposit), go out by email as a signing link, and come back stamped, dated, and attached to the deal. Spec sheets, permits, and site photos live on the same record, and Word and Excel files open and edit right in the browser.
- Built-in e-signature with a legal audit trail: no third-party signing fees
- Contract templates per manufacturer, fields synced from the order
- Document storage on every lead, quote, and order
- Open and edit Word and Excel files inside the CRM
Deposits, balances, and card payments: never in a spreadsheet again
Generate deposit and balance-due invoices from any order and watch status roll up: paid, pending, overdue, draft. Customers pay by card from a secure link on the invoice, and the payment posts to the order the moment it clears. The money view of your business matches the sales view, because they're the same system.
- Deposit and final-payment invoices generated from orders
- Card payments through Stripe, or your own NMI, PayTrace, or Authorize.net merchant account
- Overdue and outstanding balances surfaced automatically
- Automatic payment reminders on the schedule you choose
Run the ads. The leads land in your pipeline, not a spreadsheet.
Connect your Facebook and Google Ads accounts once, and every lead your campaigns generate flows straight into the CRM with the source attached. No CSV exports, no copying phone numbers out of Ads Manager at the end of the week, no leads going cold in a notifications tab.
- Facebook lead ads delivered in real time by webhook
- Google Ads leads captured with campaign attribution
- Every lead tagged with its source, so you can see what actually pays
- Facebook Messenger conversations land in the same inbox
Social posting, review requests, and lead routing live on the Marketing page →
SMS, email, Messenger, and calls: one screen, full context
Buyers text. Your team answers from a single inbox with the deal on the right-hand side: their building, their quote, their stage, their next task. Your business number rings in the browser and on your cell; recordings and voicemails land on the same thread.
- Every conversation tied to a contact and opportunity
- Business phone line with recording, voicemail transcription, and missed-call text-back
- Unread, Recents, and Starred views for the team
Phone system, scheduling, and AI assistants on the Communications page →
Send from your own address, and keep every reply on the deal
Connect Google Workspace or Microsoft 365 and your team sends email from their real address, not a no-reply relay. Automated mail goes out on a dedicated, authenticated sending domain we set up for you. Replies thread back onto the contact automatically, so the next person to pick up the deal sees the whole history instead of asking around.
- Gmail and Outlook connected by secure sign-in
- Choose the From address per email: your inbox or the branded domain
- Templates and signatures your whole team shares
- Follow-up sequences that stop the moment someone replies
Site visits, install dates, and callbacks on one calendar
Define the appointment types you actually run, share a booking link in a text, and let the customer pick the slot. Confirmations and reminders go out on their own; reschedules and cancellations are one click.
- Public booking pages per appointment type
- Confirmation on booking, reminder before the appointment
- Reschedule, cancel, or mark no-shows from the calendar
Know what every lead, and every sale, really cost
Connect Google and Facebook ads and get the numbers agencies won't show you: cost per lead, cost per conversion, and true return on ad spend by campaign, plus full-funnel reports from impression to revenue, broken down by building type, source, and salesperson.
- ROAS by campaign, ad set, and individual ad
- Conversion funnel: impressions → clicks → leads → customers
- Marketing, sales, pipeline, and revenue report suites
Every manufacturer. Every price sheet. Always current.
Store each manufacturer's price books with versions and effective dates, plus their discounts, surcharges, document fees, commissions, and service areas. Quotes always price off the sheet that's live today, and you can price one building across your whole network to win the deal.
- Versioned price sheets with effective date ranges
- Price sheets read automatically from PDFs and spreadsheets, then checked by a person before they go live
- Discounts, surcharges, fees & commissions per manufacturer
- Side-by-side manufacturer price comparison on any quote
Manufacturers publish. Dealers connect. Everyone prices off the same book.
A manufacturer publishes its price books by state and approves the dealers who can sell them. A dealer requests a partnership, gets approved, and immediately quotes that manufacturer's buildings at their dealer terms. Both sides work from the same numbers, and the manufacturer sees the orders coming.
- Partnership requests and approvals between dealers and manufacturers
- State-level price book publishing and service areas
- Dealer-specific discounts and pricing rules per manufacturer
- Contract requests and manufacturer contract templates
Set it up your way, then let it run
Workflows, email and SMS templates, webhooks, custom fields, roles and permissions, tax rules, e-signature, and data import/export. The platform bends to your process, not the other way around.
- Automation workflows triggered by stage changes and events
- Team roles, permissions, and per-rep performance tracking
- Import contacts and leads from a spreadsheet, with duplicate cleanup
- API, webhooks, and integrations with the tools you already use
