One conversation history
See calls, messages, forms, and team responses with the customer record.
One organized workspace for Remodeling
Bring consultation requests, project details, estimate follow-up, testimonials, and approved transformations together. Website inquiries, calls, texts, chat conversations, and estimate activity stay connected instead of being scattered across phones and inboxes.
Lead workspace
Customer activity
Conceptual product preview. Final configuration reflects your business.
What it does
See calls, messages, forms, and team responses with the customer record.
Keep new inquiries, estimates, active opportunities, and completed work visible.
The people handling customers can see what has happened and what needs attention.
How it connects
Collect project type, property location, desired timing, budget range, and inspiration or existing-condition photos.
An inquiry enters from the website, phone, or chat.
The customer and conversation appear together.
Your team updates the opportunity as work progresses.
Part of the complete managed system