Create a reusable contact
Save the contact type, company, address, email and phone details once.
Maintain the customer and supplier details used across your company.
Save the contact type, company, address, email and phone details once.
Select the saved contact in projects, estimates, invoices and purchasing records.
Link CRM activities and related work to the same contact, and archive records when they are no longer active.
See prospective construction work and the follow-up it needs.
Explore →Keep customer conversations attached to the enquiry they concern.
Explore →Capture enquiries before they become committed work.
Explore →Start with a company workspace. Add the people and projects that make it yours.