Message clients directly.
Send texts and see replies in Toolbox. Control which team members can access messages.
INTEGRATIONS & COMMUNICATION
Keep the conversation
with the work.
Text clients. Send proposals. Keep the conversation with the job.
CLIENT COMMUNICATION
Messages in your CRM.
Your team stays in the loop.
PROPOSAL DELIVERY
Send by text or email.
Make the next step easy.
REACH CLIENTS FROM TOOLBOX
Less jumping between tools.
More connected conversations.
Send proposals by text or email.
Send a proposal link by text or email and check its delivery history.
Email and texting require your company’s sending connections to be set up. Text messaging also requires the client’s consent.
THE FINANCIAL CONNECTION
Your workflow and accounting,
closer together.
QuickBooks is planned to bring accounting closer to your daily work.
QuickBooks
Planned · Not live yetPlanned connection. QuickBooks invoices, payments, credits, and reports are not imported yet.
Bank & credit-card balances
Planned · Not live yetPlanned connection. Live bank and credit-card balances are not available yet.
Available today: forecasts, estimate reviews, CRM invoiced revenue and receivables, and manually recorded overhead recovery. These figures remain separate from accounting balances.
MOVING FROM YOUR CURRENT SYSTEM
A new CRM shouldn’t mean
a complicated new way to work.
Customers. Proposals. Jobs. Invoices. Steps your team already understands.
Show us how you work. We’ll discuss setup, what needs to move, and available transfer options.
Start with what you know.
Walk us through a typical job.
Plan what needs to move.
Confirm which customer and job details can be transferred, and how.
Learn the workflow together.
Follow a job from quote to invoice.
Let’s talk through your move.
Bring your questions. We’ll walk through them together.