CRM & Bid Board
Every client, email and bid, one record.
Sites, contacts, specs, estimates, projects and every conversation sit on the client's record, so anyone can answer where things stand.
- Client, site and due date on the bid
- Atticus checks a catalog price
How it works
From the first email to the bid.
Email lands on the record, the team talks it through, and the bid sits beside the client.
- InboxGmail or Outlook inside CableFi, linked to clients and jobs.
- Talk it throughTeam chat and calls beside the project files.
- Bid itThe estimate and proposal sit on the client's record.
One record
Inbox, team and client, in sync.
Mail, calls and the bid land on the same client record, so nobody keeps a private copy.
- Email threads file to the client and the job
- Chat and calls stay beside the project
- Bids and follow-ups sit on the record
Find and keep work
Bid Board, customer portal and Lead Intelligence.
Three more ways the front office wins work and keeps the customer close.
- Bid BoardBrowse posted projects as cards or on a map, ask questions and bid.
- Customer portalFree accounts: customers see the plans, cable schedule, change orders and invoices you share.
- Lead Intelligence, $75/monthAdd-onProspecting, account enrichment and an AI read on how well each account fits.
What it saves
No more digging through inboxes.
The client's history, sites and every bid sit next to the work, so nobody has to ask around.
- Time savedNo hunting through inboxes and spreadsheets for a client's history.
- CommunicationTeam talk stays with the project, not on personal phones.
- TrackingFollow-ups become tasks from the email, so none slip.
Who it's for
For the owner, sales and the office.
- Owners and salesEvery client, bid and follow-up in one place.See estimating
- The officeAnswer “where are we with them” without asking around.See operations
- Project managersTalk to the crew and the client where the job lives.See projects
Questions
What owners ask first
What does the CableFi CRM track?
Clients with their sites, contacts, hard specs, estimates, projects and activity in one record, with lifecycle stages and owners. The dashboard shows what happened and what needs a response next.
What is the Bid Board?
Where customers post projects for bids. Browse public and invited projects as cards or on a map, ask questions and submit your bid.
Can I connect my email?
Yes. Connect Gmail or Outlook and the inbox sits next to your clients and jobs: link a thread to a record, make a follow-up task from it, or hand it to Atticus to start an estimate or a project.
What is Lead Intelligence and what does it cost?
An optional add-on for $75/month, cancel anytime: prospecting, account enrichment and an AI read on how well each account fits your shop. It works with every plan.
Something else? Ask us
Win your next job in CableFi.
Your operation will run 20% more efficient in 12 months or your money back. Applies to the Starter and Professional lifetime licenses. See the terms
30-minute demo · Both guarantees in writing