Recommended · Best Value for Teams
CRM + Lead Portal
The complete pipeline: every Lead Portal feature, plus the CRM that turns those leads into signed contracts.
DiscoveryQualifiedBid SentNegotiationContract Won
$990/mo
That's $330 per seat, 3 users included
3 team seats included with centralized billing · +$150 per additional user
Subscribe to CRM + Lead PortalEverything in Lead Portal, plus
- Manage and track leads from initial discovery to contract.
- Centralized contact hub for clients, contractors, and partners.
- Custom business pipelines to visualize your sales process.
- Automated task reminders and follow-ups for your team.
- Secure document storage for project contracts and plans.
- Advanced analytics dashboard to monitor team performance.
- Seamless sync with Lead Portal to import project data.
- 3 team seats included with centralized billing.
- Send, track, and emails every client email right inside the CRM.
- Automations trigger instantly on project changes and follow-ups, so leads never go cold.
Best for: General contractors, developers, and sales teams that need a specialized CRM to manage lead pipelines, automate follow-ups, and organize project documentation in a central hub.
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