A CRM that captures the job the way your trade works

Guided intake wizard

Structured intake captures what your trade needs: address with ZIP autofill, source, territory — and for insurance work, claim and policy numbers, carrier, deductible, and date of loss.

Pipeline & lead scoring

A visual pipeline board with configurable stages, lead sources, lead scoring, and routing rules that fit how each franchisee sells.

Contacts, activities & tasks

Log calls, notes, and tasks against leads and clients from an always-available activity bar. Duplicate detection keeps the database clean.

Email templates & sequences

Tenant-managed email templates and multi-step sequences keep follow-up consistent across every location.

Public lead-capture forms

Publish branded, captcha-protected intake forms that create leads directly in the right franchisee's pipeline.

Lead-to-quote handoff

Convert a lead to a client, attach it to a quote, and spin up the first work order from an accepted quote — one continuous record from first call to production.

Built for the franchisor and the franchisee

Franchisors see pipeline across the whole network; each franchisee sees and works only their own territory. Row-level security enforces that boundary in the database, not just the UI.

Territory-aware from intake

ZIP-driven address autofill and territory assignment happen at intake, so leads land with the right location and reporting rolls up correctly from day one.