Reduce Overhead.
Grow with Confidence

Get the big business features you need without the big business prices.

Platform

Zoho CRM

Powered by Zoho, an enterprise grade platform with 1 million users worldwide.

Blueprints

Guide users through each step of your process tailored to your business.

Automations

Reduce busy work and human error - add new automations as you grow.

AI

Work faster and make better decisions with AI that learns from your data.

Marketing

Lead Management

Track every lead source, auto-import leads and monitor performance.

Lead Nurturing

Create trigger-based, multi-touch email and text campaigns.

Remarketing

Cross-sell to past customers via automated email and text campaigns.

Referral Tracking

Track every referral and payments or awards made to both parties.

Scheduling

Appt Setting

1Stop centralizes all of your leads, so you can quickly set appointments and ensure no one gets missed.

Scheduling Calendar

View all sales appointments in one place and pick a time you know is available.

Appointment Tracking

Track the exact status of every appointment from Set, Confirmed, Issued, Demoed and Sold.

Phone Integration

Simply click a button to immediately make calls without dialing and track the result of every call made.

Claim your free demo

See how our software will help you grow.

Sales

Quotes

Easily generate professional, branded quotes that showcase your unique products.

Change Orders

Quickly execute and track change orders to keep projects accurate and on schedule.

Digital Sign

Speed up closings with secure, legally binding digital signatures - fast and effortless.

Commissions

Automatically calculate and track sales commissions with flexible, customized rules.

Operations

Install Management

Guide installations from start to finish with our pre-configured process that ensures efficient execution.

Install Scheduling

Easily schedule jobs, estimate start dates, and monitor job duration from start to close.

Approvals

Manage every step of your purchasing, permit, HOA, and inspection process with procedures tailored for you.

Job Costing

Capture all costs to accurately measure direct profits, including labor, on a per Job basis.

Access us from Anywhere

Run your entire operation from wherever you are with our full featured mobile app.