Alternatives to Cosential

Buildxact is a construction management software that is easy to use for contractors, residential builders, and remodelers. It helps them manage their projects smoothly and efficiently. Transform your business with one system, from the first takeoff to the final invoice. Streamline estimation - Create takeoffs faster and get quotes 5x faster. Buildxact is cloud-based so you can get up and running in no time. Save time by ditching paper plans and spreadsheets! Buildxact digital takeoffs let you scale plans and measure with a few mouse clicks. Quickly measure and count materials knowing your numbers are correct. Easily move material counts into your estimate with online tools and pricing that are 5X faster than paper and pencil. Estimates that clearly lay out materials, labor and overhead for the client. Professional quotes that win more jobs. Find out today with a free trial!

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

Contractor Foreman starts at $49/m per company and is the most affordable construction management system for contractors. It has been endorsed by over 75 countries and industry awards. It all comes with a 100% guarantee. Stop wasting your time and money on expensive software. Quickly create estimates, generate invoices, then get paid online. Our QuickBooks integration eliminates double entry. Contractor Foreman makes it easy to keep track of your time, expenses, daily logs, and more for you and your crew. Best price + Best features = Best Choice

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

Bidtracer was developed by two highly engineers, combining expertise in mechanical, electrical, and computer engineering. This innovative tool serves as a specialized sales operations and channel partner solution specifically designed for the commercial construction sector. The tool simplifies the process of initiating sale opportunities, creating bid tracking plans, and specs, while also inviting subcontractors for assistance. This allows users to swiftly utilize the estimate tool to draft and send out proposals to customers. It assists sales professionals in automating their follow-up process with bids, enabling them to track and determine the winning contractor. This ultimately maximizes their chance of successful closing sale projects. Efficient project management is crucial to optimize time and maximize profits in construction projects. By automating various project management tasks, we can streamline operations and simplify all aspects of the project’s operational side.

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

AI Docs contract automation software enables small and midsized organizations to easily generate, sign, and manage contracts and sales documents. Let AI Docs help you get control of your contracts in order to save labor, improve quality, and boost income. With the AI Docs contract lifecycle management (CLM) software, rules and logic guide users through contract configuration and creation. All necessary data is captured, all required clauses are incorporated. No errors are introduced, no ‘leftover’ or inappropriate information is included. This unique rule-based approach empowers less contract-knowledgeable employees and partners to configure and create contracts while ensuring accuracy and eliminating bottlenecks. AI Docs, Inc. is a veteran-owned, Chicago-area company. Our AI Docs product automates the creation of contracts and sales documents such as proposals and return on investments (ROI). We strive to be the most accommodating software company that our customers work with.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Buildertrend is the leading residential construction project management software trusted by home builders, remodelers and specialty contractors. Since our start in 2006, we’ve given contractors the tools to control their projects while bringing efficiency, organization and seamless communication to their businesses. Builders can manage jobs, sales, finances, materials, client relationships and more with one convenient software – allowing time to take on more jobs without the added headaches. Today, more than a million users spanning 100 countries have chosen Buildertrend for real-time collaboration on their construction jobs. Our platform empowers builders to accomplish more projects while decreasing delays, minimizing costly mistakes and ensuring client satisfaction. Buildertrend also provides each customer with the opportunity to have unlimited training with the ability to integrate with other software like QuickBooks, Xero, HubSpot, Salesforce, Gusto, The Home Depot’s Pro Xtra loyalty program and GreenSky.

Houzz Pro is a leading construction management software for residential contractors and designers. Get a solution that covers the entire customer lifecycle. This includes marketing, CRM and other features such as estimates, takeoffs 3D floor plans project management, selections online invoicing, payments, QuickBooks integration and a client's portal. Start a free trial to see why Houzz Pro is trusted by thousands of Pros to grow and manage their business. Plans start at $149/month for all sizes of business.

ConWize, a cloud-based platform that assists construction companies in estimating projects more accurately and winning more tenders, is ConWize. Estimating construction projects can be time-consuming and complex. Errors that are not corrected can lead to lost tenders or a reduction in budget during the execution phase. ConWize makes it easier to bid and estimate during the tender phase. This protects your company from critical mistakes so you can win more tenders and make them profitable. We offer: ALL-IN-ONE BIDDING & ESTIMATING PLATFORM TO TENDER DEPARTMENTS Tenders pipeline management, subcontractors bid automation, advanced estimating instruments, indirect costs, profit loading tools, Tender KPI Analytics, and many more. MANAGE EXECUTION AND ESTIMATE PROJECTS IN ONE PLATFORM We know that profitability is the most important factor in projects. ConWize's precontract management module seamlessly links the execution and tender phases to maximize control and project monitoring.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

More than a CRM, TopBuilder is the leading provider of preconstruction, sales, and marketing software for contractors of all types and sizes. TopBuilder is the first Construction CRM that helps increase collaboration, communication, efficiency, and profitability throughout your entire sales process. TopBuilder is quickly becoming the go-to tool for construction software. Services offered by TopBuilder specialize in helping contractors, construction companies, and home builders build highly effective, data driven marketing campaigns. The tool was custom built with the construction industry in mind and offers a suite of features that are essential for success in today’s market. Your decisions are only as good as your data. Many construction companies struggle to get full value from their data. Data sources may be scattered across the company, the cloud, and third-party applications, requiring tedious effort to collect and consolidate. A lack of tools and skills makes it difficult to draw meaningful, actionable insights from raw data. TopBuilder’s ContractorBI™ is construction analytics software on another level, featuring intelligent dashboards that enable better business decisions and drive results.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Kahua offers project management and program management solutions for construction to increase efficiency and reduce risk. You can be operational in days with functionality and workflows designed specifically for contractors, program managers, and owners. This reduces time-to-value and increases user adoption. Kahua can be used on any mobile device to connect from field to office. Kahua allows you to manage documents, costs, and processes from the beginning of a project to its end. You can be up and running in days thanks to our solutions that are specifically designed for construction and our intuitive UI. This will increase user adoption. Every organization is different. Kahua allows you to adapt to your business model and follow your business processes when you need it. With "Kahua To Kahua" collaboration, you can improve the efficiency of your construction supply chains and keep everyone on the same page.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Utilize BidBook in Salesforce CRM to oversee your bids, revenue, and projects effectively. It facilitates the management of relationships that generate demand for new projects. The platform allows for the submission of proposal estimates and the organization of follow-up tasks. Users can monitor the estimation queue and upload relevant estimates. It also enables the invitation of approved suppliers to participate in bidding for specific scopes of work. Additionally, BidBook oversees the supplier bidding process and manages the overall budget efficiently. It generates comprehensive proposal documentation and encourages team collaboration. By aggregating all incoming bidding opportunities, BidBook helps streamline the collection of necessary files, drawings, and addendums. Bids can be assigned to sales and estimation teams for active pursuit. Users can assess the pending demand for projects, analyze revenue schedules, evaluate profit margins, and review win/loss metrics. The platform also allows for the approval of purchase orders and the initiation of invoices, ensuring a smooth workflow from bid management to project execution. With BidBook, every aspect of the bidding and project management process is organized in one cohesive tool.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

RedTeam is a complete construction project management software. RedTeam is a construction management software designed by contractors for contractors. It comes with a wealth o tools that enable teams to deliver the best possible building experience for clients and key stakeholders. It covers all aspects of business development, project management, financials and closeout.

Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned

Followup CRM is a simple CRM for sales and project management that's designed for construction companies. It will provide visibility into your team's activities, allow you to report on your progress internally and open up channels of transparency for collaboration between teams. This CRM will give you everything you need to make your business a success. Convert won opportunities into projects seamlessly, without losing any data. Track milestones, manage processes and integrate with other systems to ensure timely delivery and happy customers. Every business knows that winning a client is just the beginning. Customer relationships are only as good as the people who work together to deliver the product or service.

Salesforce Sales Cloud is a robust sales force automation platform that enhances the sales process with AI-driven insights and automation. The platform helps businesses streamline their sales operations, offering comprehensive tools for managing leads, opportunities, and customer activities. Sales Cloud enables sales teams to forecast sales in real time, optimize pipeline management, and improve decision-making by leveraging predictive analytics. The platform’s automation features eliminate repetitive tasks, allowing sales reps to focus on high-value activities that drive conversions. Sales Cloud’s integration with Salesforce Einstein and other tools helps users gain deeper insights into customer needs and sales performance, ultimately helping them close deals faster. With customizable dashboards, activity tracking, and reporting, Sales Cloud provides a unified view of sales progress, giving businesses the ability to stay ahead of the competition and optimize revenue growth.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

ClientTether is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

CRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process.

MarketSharp offers an intuitive, online customer relationship management (CRM) platform tailored for contractors, remodelers, and professionals in the home improvement sector. Featuring mobile access and advanced functionalities such as scheduling tasks, estimating projects, managing leads, and overseeing projects, MarketSharp is designed to enhance customer satisfaction, drive qualified lead generation, improve sales closures, and boost production efficiency. By utilizing this software, businesses can streamline their operations and foster a loyal customer base that actively refers others.

From straightforward transactions to intricate sales processes, we have the solutions you need. WeEstimate, along with our specialized feature modules, offers customizable options to cater to national accounts, contract pricing, various catalogs, differing tax codes, advanced reporting, and the numerous sales hurdles encountered by larger, multi-location businesses. Meanwhile, WeSuite provides small to medium-sized enterprises with robust tools that fit their scale and budget, facilitating growth. Our sales management software and mobile applications enable your team to operate more effectively, present with professionalism, and enhance sales performance by streamlining and automating the entire quote-to-close journey. The ease of coordination and collaboration has reached new heights, as real-time, centralized information ensures that all team members remain aligned and focused on shared objectives. By leveraging pipeline insights and comprehensive sales analytics, you can make informed business choices that drive your organization forward and boost profitability. Ultimately, our solutions are designed to empower your team while propelling your business to new heights of success.

WorkflowMax is a cost-effective, feature-rich solution that can help you increase project profitability. WorkflowMax is a cloud-based online workflow and job manager product from Xero. It has been used by more than 10,000 companies. These include time tracking, quoting, streamlined billing, job management, insights and reporting. WorkflowMax is ideal for creative agencies, engineers, surveyors and lawyers, IT companies and construction firms, consultants, and anyone who bills time.

BasisBoard revolutionizes bid tracking by eliminating the need for data entry, specifically designed for subcontractors and material suppliers to manage all their bids collaboratively in a single workspace. It serves a broad spectrum of users, from small family-run businesses to major corporations, enhancing the bidding process for estimating teams of varying sizes. Are you still relying on spreadsheets to keep track of bid invitations? With general contractors inundating you with invites from platforms like iSQFT, BuildingConnected, and Procore, our bid board seamlessly integrates with your email, automatically identifying bid invite messages and transferring crucial details—such as deadlines, participants, and addenda—into an organized dashboard with no manual data input required. This means you can access all your bid invitations in one centralized location, streamlining your workflow. BasisBoard's intelligent system sorts these emails into actionable opportunities, making the interface user-friendly and efficient. The shift towards online bid boards represents the future of bidding, as many subcontractors currently squander significant time on repetitive administrative duties. By transitioning to this automated solution, you can ensure that no job opportunities are overlooked, thereby optimizing your bidding strategy.

Vogueboard's cloud-based B2B eCommerce platform connects motivated buyers with building material suppliers for increased online visibility, client engagement and sales opportunities. Vogueboard users have immediate access to the tools they need to attract new customers, build relationships, and digitize the entire B2B transaction process for a paperless experience. Vogueboard's SaaS technology makes it easy to manage and download inconvenient hardware installations. Automate your sales processes to create a price list for building materials, manage product data, and process orders. Your digital storefront will allow customers to browse your merchandise and make purchases. This will help you capitalize on online sales opportunities. Our intuitive CRM is specifically designed for builders and distributors of building material. It helps you build and manage customer relationships.

Manage client relationships easily, track opportunities, estimate project costs, and manage client relations. To improve customer satisfaction and reduce project risk, deliver projects on-time and within budget. Faster reporting is possible and key decision-makers can be provided with role-based metrics. Project managers face difficult challenges in bringing projects/engagements in on schedule and at the highest level of profitability. Vision is a key ingredient to their success. - Real-time data to identify problems early enough so that corrective actions can be taken promptly - Tools to monitor the status of your project and the utilization of your staff. All financial, project, and resource planning data can be tracked in one integrated system.

InterAcct InterAcct Software Pty Ltd, an Australian company that develops integrated accounting and business software systems under the name InterAcct. It was established in 1983 and remains a small business that focuses on providing a personal level of service to its customers. In 1990, they were awarded the prestigious Australian Small Business Award. This was in recognition of their marketing success and ability to tailor systems to suit customer needs. InterAcct believes that they sell (in part), a "problem". It is not a problem that the software won't work properly, but rather a problem that the software must be properly implemented in a business to reap the full benefits. InterAcct is not just a "sell and forget" company. They have developed training techniques that enable their customers to fully utilize the most advanced accounting and management software in the world.

CrmOne is an innovative CRM platform that helps businesses scale and enhance their customer relationships. Our all-encompassing solution consolidates marketing and business automation, provides unlimited access to tools & a worldwide CRM system. Our CRM platform is used by over 4,000 organizations in 120 countries. CrmOne is a great choice for companies looking to optimize their CRM process, AI integrate marketing and sales efforts, and achieve global reach, while saving time and boosting growth. CrmOne lets you automatically save leads data, create a user journey, and bring teams together to create an unprecedented sales platform. Create a free website, get richer insights, nurture warm leads, create contact profiles, manage deals, track conversations, schedule appointments, automate workflows, and even simplify your social media posting.

ConstructionOnline is the only construction management software designed to handle everything a successful construction team needs - integrated financial tools, schedules and calendars, dynamic online takeoff, accounting integration, centralized communication, project tracking, construction dashboards & reports, custom proposals, and so much more. For more than 2 decades, ConstructionOnline's cutting-edge tools have been helping construction pros increase efficiency, reduce rework, improve profits, make better business decisions, and deliver the highest quality construction results. Winner of 32+ product awards, ConstructionOnline™ is consistently recognized throughout the construction industry as the clear choice for construction companies seeking maximum financial, operational, and organizational ROI from a construction project management solution.

Wingmate is North America’s leading provider of frontline intelligence software. We’re an app-based solution that incentivizes people in the field to deliver opportunities in real-time. No paper required, we seamlessly connect the frontline to the office, making it easy for everybody to send opportunities, earn rewards and help you grow. Our mobile-first solution is built specifically for people on the go. It does not get any more accessible for people to share the leads they come across, in seconds, resulting in more revenue, a tighter team, and better customer service. More importantly, users can track the status of their contributions in real-time, while communicating regularly between groups and earning rewards when leads pay off! The app engages your people consistently, creating positive workforce habits, incentives, and retention.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Marketing automation and state of the art communication tools can help you increase sales. GoCRM is the only customer-relationship management solution that combines powerful sales and marketing features. This allows you to build a robust platform that will support scalable business growth, streamline sales processes, and improve the customer experience. You can automatically import leads from hundreds online and offline sources with all relevant attribution data, such as source, channel, campaign, and channel. You can keep track of all leads and their progress with a specialized toolkit that includes Zapier, call tracking, website tracking, Zapier and CSV import. You have the option to either distribute leads manually or randomly assign them your team. Advanced workflows allow team members to automatically receive and follow-up on leads via their personal VoIP phone or email.

Bitumio stands out as the most comprehensive and intuitive estimation and scheduling software tailored specifically for asphalt contractors, bringing together various functions such as job estimation, scheduling, customer management, job costing, and additional features into one cohesive platform. By automatically calculating requirements based on your crew's production rates, job size, and location, Bitumio takes the guesswork out of estimating material needs, whether you're dealing with different crack sizes or choosing between spraying and squeegeeing techniques. This ensures you accurately determine the necessary material, time, and costs, allowing for more precise and competitive estimates. Speed up the estimating process and enhance accuracy by streamlining your methods, thereby reducing reliance on multiple applications. With Bitumio, you can manage all your contacts, proposals, and projects conveniently in one easily navigable interface, improving efficiency and organization in your operations. This all-in-one solution not only saves time but also empowers contractors to focus on delivering quality service to their clients.

Teknovate CRM stands out as the premier Sales and Marketing Software for both B2B and B2C sectors in Indian and international markets, facilitating seamless synchronization of customer communications across various business departments. Serving as your personal lead manager, it effectively captures leads from multiple sources, sends introductory emails or SMS to prospects, and keeps you informed about all your ongoing activities. You can oversee various departments within a single organization, including Sales, Marketing, Projects, tasks, Service Tickets, and potentially other teams as well. Our personalized task reminder dashboard ensures you never miss a follow-up, and leads are automatically assigned to the right salesperson based on geographical location or specific product/service needs, allowing for efficient management. By leveraging marketing automation and an auto-follow-up system, you can significantly reduce the time spent on follow-ups. This not only minimizes tedious tasks but also boosts employee performance, enhancing the lead conversion ratio through targeted and consistent follow-ups. Additionally, our advanced BI Reporting dashboard provides real-time insights and comprehensive reports to help you make informed business decisions. With Teknovate CRM, optimizing your sales process has never been easier or more effective.

Implement comprehensive profitability management tailored for MEP contractors to ensure that projects are completed on schedule and within budget by utilizing Metrics MEP, a cloud-based solution for takeoff, estimating, and contract management that enhances visibility into your financial performance. With a user-friendly platform for digital takeoff, you can efficiently oversee your projects to secure profitability, as it has become evident that 30% of MEP contractors face bankruptcy. The primary reasons for this alarming statistic often stem from flawed estimates, outdated material costs, and inadequate job cost oversight. To avoid being part of this statistic, it is crucial to focus on generating precise estimates that safeguard the profit margins of each undertaking, as even minor inaccuracies can jeopardize your venture's success. Metrics MEP eliminates the risk of poor estimates, which can result in financially detrimental projects. It is essential to adopt an estimating tool that simplifies the takeoff process and allows you to seamlessly generate estimates without unnecessary duplications of effort. Traditional methods such as spreadsheets and manual takeoff techniques can lead to inefficiencies and errors, emphasizing the need for a modernized approach in today’s competitive landscape. By embracing advanced technology, you can protect your business’s future and thrive in an evolving industry.

Methvin is a Collaborative Portal that connects Clients and Contractors. Change from an adversarial approach to managing clients to open communication. This will improve and foster relationships and result for both sides. This will create a foundation for a motivated team, and encourage individual contributions to the goal of delivering your project on time and within budget. Methvin Agile allows you to organize your project visually in a way that is more intuitive than other software packages. Methvin Agile will offer you a place to store and use important drawings and documents. These documents cannot be deleted once they are loaded. However, they can be retired and replaced by a newer version. Agile will also facilitate the management and closure of incidents on-site, including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register RFIs for Clients

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

Twenty20 is the first fully-featured ERP solution that contractors of all sizes can use. It is 100% customizable to meet your needs. Twenty20 is easy to learn, easy to set up, and easy to use. Modules include: -Accounting - Project Management Document Management - Estimating - Scheduling Service Management and Work Order Management - Equipment & Fleet Management Management - Human Resource Management - Leave Management Time and Attendance Tracking - Expense Report Management - Sales and CRM Our ideal customer is a contractor who has multiple systems for managing their business and is looking for ONE solution that is fully integrated and customizable to meet their specific needs.

Knowify is a powerful job costing and project management tool for residential remodelers and commercial subcontractors. Knowify is accessible from anywhere and anytime. It offers a variety of tools that can be used to estimate and cost jobs, as well as service work tracking, scheduling, billing, and time tracking. Knowify helps you to grow your business.