A pipeline that tells you who to call today, first visits captured properly, proposals clients approve online, and a portal where they follow their project.
The lead, the client, the property and the project are one chain. When the client approves the proposal, the project is activated and the contract value is set.
Every enquiry in one pipeline, with a daily “Today” list of who to call and what is due.
No inbound web-form or email-to-lead capture yet.
A won lead becomes a client, a property and a project in one step — contacts are matched, not duplicated.
A clean directory with a 360° view of each client and property, and safe merging of duplicates.
Find architects, agencies and businesses in the areas you work, and work them through a prospecting pipeline.
Google Places mode needs a configured key; OpenStreetMap mode verified against a local test server.
Capture the first visit properly: photos, video, recorded conversation, a quick sketch plan, a checklist and a client-ready dossier.
The AI-written visit dossier needs a configured AI provider (rules fallback verified).
Send a frozen proposal through a secure link; when the client approves, the project and its contract value are set automatically.
Clients sign in to see progress, photos, documents and notes, and to sign their contract — only their own project.
No online payments and no qualified e-signature yet; selections approval is partial.
Turn parts of a project — budget, plans, renders — into a designed presentation for the client.
An error reported on the deployed site has not been reproduced locally and is under investigation.
Write newsletters about finished projects and offers, review them, and publish a landing page.
Sending by email requires the email provider (Resend) to be configured; verified in demo mode.
Enquiries from your own website created directly as leads.
Every feature marked Live has been verified in the current build with demonstration data. Accounts for customer companies are opened through the early-access programme while production sign-in and durable data storage are completed. Availability & roadmap
A 45-minute walkthrough with the team that builds it — from first visit to final invoice, on a real renovation example.