A CRM that understands design firms, not generic accounts
Contacts, design firms, opportunities and the single path that turns a won deal into a real project.
The CRM is the front of the system. Every project begins as a contact and an opportunity, and converting a won opportunity is the only path into a project — which is why sidemarks are always right, checklists always exist, and no job appears from nowhere.
The sequence everyone follows
- 1
Contact
A person at a design firm, a builder or a homeowner, with their organization attached.
- 2
Opportunity
A tracked pursuit with a stage, a value and a next action, advancing on real events rather than wishful clicks.
- 3
Project
Won opportunities convert into a project keyed by sidemark, with rooms, items and checklists spawned automatically.
- 4
Orders and quotes
Each treatment becomes an order, each order becomes a quote, and approval writes the sell price back to the item.
Built for this trade
Design firms as first-class records
The firm, its designers and its assistants are modelled properly, because the person who specifies is rarely the person who pays.
Fixed stages, your labels
The pipeline stages are consistent so reporting means something; the words on them are yours.
Tasks that follow the work
Follow-ups live against the contact and the opportunity and appear on the assignee's day board.
See it against your own numbers
We load your pricing and your cost book before your team ever logs in.