ClientManager
Our flagship product

CRM and project management built for the trades

Leads, estimates, proposals, invoicing, scheduling, and everything in between - one system for construction, remodeling, and service companies, not a generic CRM adapted after the fact. Currently in early access.

Ask about early access

Sales & Marketing

Turning a first conversation into a signed project - and tagging where every lead came from, so you know which channels are actually working, not just how many showed up.

Leads
Track every inbound inquiry from first contact through qualification. Each Lead carries its own follow-up tasks and notes, and converts directly into an Opportunity when it's ready.
Campaigns
Plan and log marketing pushes - track spend and response so cost-per-lead is a real number, not a guess.
Opportunities
A working deal board for prospects who are past "interested" and into "let's talk numbers" - deal value, stage, and expected close date.

Customer Relationship

One record per person and business - the foundation everything else in the app connects back to, from a first phone call all the way through to the final invoice.

Companies
Full company profiles - contacts, addresses, insurance, credentials, and every project tied to them, in one place.
People
Individual contact records with relationships, skills, and history - clients, subcontractors, and vendor reps alike.
People DashboardNew
See your entire contact base broken down by location and demographics at a glance, in charts, not a spreadsheet pivot. Click any slice to see the exact People behind it.

Project Management

Everything a project needs from first estimate to final invoice, tied together in one record instead of scattered across separate spreadsheets and folders.

Projects
The hub for a project - schedule, budget, team, documents, and communication all in one record, across 16 different areas of the job.
Estimating
Phase-by-phase cost breakdowns (material, labor, sub, equipment) with independent markups per category, pulled straight from your own priced Catalog.
Proposals & eSignatures
Turn an estimate into a branded proposal PDF or Word document, then send it out for a real, legally binding signature - built in, not a separate DocuSign subscription.
Invoicing
Bill against a project with automatic tax and total calculation - totals recalculate live as line items change.
Warranty TrackingNew
Log post-completion warranty requests and keep them open until resolved. Clients can now submit these themselves from the Client Portal.
Attachments, Notes & Schedule
Photos, files, internal notes, and a project timeline, all attached to the project they belong to - a full paper trail without a single physical folder.

Communications

Every conversation kept where the work is - project correspondence and internal staff chat alike - instead of scattered across personal email and text threads.

Project Communications
Log every call, email, and note on the project it belongs to, threaded and dated. Mark any entry client-visible or vendor-visible and it shows up exactly there - nowhere else.
Team Messages
Direct messaging between staff, built into ClientManager - no separate chat app to check for who said what.

Client Portal

A separate, secure login where clients check in on their own project directly - no calling the office for a status update. Runs on its own authentication scheme, entirely apart from staff logins, so a client can never land on a staff screen or vice versa.

Project DashboardNew
A client signs in and sees exactly the projects they've been given access to - branded with your own logo, not a bolted-on third-party tool.
Invoices, Payments & DocumentsNew
Real invoice PDFs, payment history, and signed agreements - visible only when staff explicitly flip that switch on the record.
Two-Way CommunicationsNew
A client's reply lands back in ClientManager as a real message on the project thread - not lost in a personal inbox.

Reports & Analysis

Rebuilt directly from the real reports and utilities an owner relied on for years in a prior desktop system - not a generic reporting module, the specific tools that were actually used daily.

Cross-Tab AnalysisNew
Pivot Projects by any two lookups, totaled on invoice total, balance remaining, or payments received - rendered as a table plus charts in the same pass.
Canned ReportsNew
Accounts Receivable Details, Jobs with Open Invoices, Payments by Date, Company Contact List, and more - ready without a custom query each time.
Query BuilderNew
Ad-hoc, read-only browsing across the core business tables - build a filter visually and see results, with print and Excel export built in.

Admin & Security

Built from the ground up to run many independent businesses on one platform, each fully isolated - with role-based access that defaults to showing nothing until an administrator explicitly grants it.

Role-Based Access Control
Restrict which screens and even which tabs each employee can see, based on the Role they belong to. Default is deny - nothing is exposed by omission.
Custom Fields
Add your own fields to Companies, People, Projects, and Leads - no two businesses track quite the same things, no developer required.
Data Import
Bring Companies, People, Leads, and Projects in from a spreadsheet - built specifically with migrating existing systems in mind.

Ready to see it running on your own data?

Tell us about your business and we'll walk you through it.

Contact Us