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Construction CompanySoftware
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Clients & sales

Fewer “when will you be done?” calls.

A construction CRM that tracks every lead to a signed proposal, then a private client portal for each homeowner with progress, photos, selections and invoices.

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14 days, everything included · No credit card · Cancel anytime

  • A portal with no login.

    Progress, this week's work, photos and documents.

  • Weekly updates, drafted for you.

    Written from the schedule. You review and send.

  • Sign and pay online.

    Proposals, change orders, selections and invoices.

A CRM built around the job, not the inbox

Generic CRMs stop at “won”. Then the real work starts in a different app, and the client's questions go to your cell phone.

Construction Company Software keeps the whole relationship on one record: the lead, the site visit, the estimate, the signed proposal, then the project, with a client portal that shows the homeowner what's happening this week.

How it works

Three steps. No training day.

  1. Capture the lead

    Add it, log the site visit, and set a follow-up.

  2. Send the proposal

    Build the estimate and send it for e-signature. Signed becomes a project.

  3. Keep the client in the loop

    Share the client portal link and let the weekly update go out.

01Leads pipeline

A leads pipeline for contractors

Track each lead from new to contacted, site visit, estimate sent, and won or lost. A weighted pipeline total shows what's likely to close.

Why it matters on site: the leads you lose are usually the ones nobody called back. Follow-up tasks with reminders make sure the call happens.

Pro and Business

How it works

  1. Add the lead and log the first call.
  2. Book the site visit and set a follow-up.
  3. Send the estimate. A signed proposal turns the lead into a project.

02Client portal

A client portal with no login

Each project gets a private link with progress, what's happening this week, the tasks you choose, photos and shared documents. Clients approve, sign and pay from the same page.

Why it matters on site: most “when will you be done?” calls come from a homeowner who can't see progress. Show them, and they don't have to ask.

How it works

  1. Mark the tasks, photos and files the client should see.
  2. Send the portal link. No account, no app.
  3. Switch the link off or replace it anytime.

03Weekly updates

Weekly client updates, drafted from the schedule

A weekly update is drafted from this week's and next week's work on the schedule, with AI if you like. You review it and send it, or schedule it to go out on its own.

Why it matters on site: a steady Friday update replaces a dozen one-off texts, and the homeowner hears the plan from you before they hear it from a sub.

How it works

  1. Turn on weekly updates for the project.
  2. Review the draft built from the schedule.
  3. Send it, or let it go out on its own each week.

04Sign & pay

E-signatures and online payments for homeowners

Proposals, change orders and selections are signed online, and invoices are paid through Stripe. You see when a document is viewed, signed or declined.

Why it matters on site: a signed selection with a deadline is how the tile gets ordered on time, and a signed change order is how the extra gets paid.

Pro and Business

How it works

  1. Send the proposal, change order or selection.
  2. The client signs from their phone.
  3. Signed changes update the budget and schedule.

See it on your own job.

Start free trialSee pricing

14 days, everything included · No credit card · Cancel anytime

The details

More in clients & sales.

Sales

  • Follow-ups that don't slip

    Log calls, emails, meetings and site visits, set follow-up tasks, and get reminded when they're due.

  • Lead to project in one step

    Convert a lead to a project, or let a signed proposal do it for you.

The client experience

  • Messages from clients

    Clients can message you from their page; it lands in your inbox.

Try it on a real job today.

Or send us your files and we'll set it up for you, free.

Who it's for

Built for builders, not enterprises.

  • Remodelers

    Homeowners living through the job want to see progress daily. Give them a page, not your cell number.

  • Custom home builders

    Long builds with dozens of selections and draws, signed and tracked on one portal.

  • Owners who do their own sales

    A simple pipeline with follow-ups, without paying for a separate sales CRM.

One job, one app

How clients connect to the rest of the job

Change one thing and the rest keeps up. That's the difference between one app and four.

How it compares

Comparing client portals and contractor CRMs? See Houzz Pro, BuildBook and Buildertrend side by side with ours, with sources.

Questions

Common questions.

What is a construction CRM?

A CRM (customer relationship management tool) for contractors tracks leads, calls, site visits and estimates until a job is won. In Construction Company Software the CRM lives in the same app as the project, so a won lead becomes a project without retyping.

Which plan includes the CRM and client portal?

The client portal and weekly updates are on every plan, including Core. The leads pipeline, proposals, e-signatures and online payments are on Pro and Business.

Does the homeowner need an account?

No. They use a private link. You can switch it off or replace it anytime.

What can the client see?

Only the tasks you mark client-visible, the photos and files you share, the updates you send, and prices on documents you send them. Never sub names on tasks, costs or internal notes.

Can clients pay invoices from the portal?

Yes, on Pro and Business. Invoices you send show on the portal with a pay-online link through Stripe, and payments are recorded on the job automatically.

Run your next job on it.

Set up a real job this afternoon. If it isn't for you, walk away. Nothing to cancel.

Start free trialHave us set it up — free

14 days, everything included · No credit card · Cancel anytime

  • 14-day free trial
  • No credit card
  • Unlimited users
  • Flat from $149/mo
  • 30-day money-back
  • Export anytime