Grow your pipeline and close with confidence.
Customers, Opportunities and the Budget Builder give your sales team everything in one place. Every opportunity is organized by Space, so what you quote is exactly what gets designed, sold and installed.
How it works
Capture the lead
Record the customer, contacts, site and referral source.
Build the opportunity
Organize the opportunity by Space, with designs and products in each one, so nothing is lost between the walkthrough and the quote.
Send the proposal
Engineering & Design turns each Space into a professional proposal your customer reviews and signs online.
Hand off the project
Once approved, it moves to Project management with every product already in place.
Everything your Sales team needs
Customers
Every customer, lead and trade partner on a single record, with sites, account managers and referral sources.
Opportunities
Each opportunity holds its Spaces, designs, decision maker and notes, keeping the entire project in one place.