All features
A CRM that knows what cabling looks like.
Track every opportunity from RFP to close. Bid Board manages your pipeline. The Customer Portal gives clients a private window into their projects.
- Bid Board pipeline with stage automation
- Customer & contact records with project history
- Email integration with AI triage and replies
- Customer Portal with project access grants
- Change order signatures captured online
- Bulk email and workflow execution
Capabilities
Bid Board
Visual pipeline of every opportunity. Win/loss tracking by trade and customer.
Customer Portal
Private portal where customers see only what you grant. Estimates, projects, change orders.
Email integration
Two-way Nylas sync. AI classifies inbound. AI suggests replies.
Bulk operations
Mass-email targeted segments. Trigger workflows across many customers at once.
Change orders
Generate, route for online signature, and bill from the customer record.
Notifications
Customers get notified about updates. You see when they read them.
Ready to win more bids and finish jobs faster?
Buy once, own it for life. Unlimited users included.