Subcategory of Construction and building services
Construction CRM: software for renovations and finishing trades
Clients to call back, quotes that change after the site visit and payments by stage of completion: RegiaPro’s construction CRM follows people who renovate and people who finish.
Four construction and finishing trades
The client, the quote and the instalments
In renovations the person who phones often isn’t the one who pays, and weeks pass between the first visit and the signature. The CRM keeps the client, where they came from and the site visit date; a quote sent and left unanswered comes back among the people to call back.
For the building contract you write the clauses just once in your template: names, amounts and dates go in by themselves. Every payment from the client goes on the site record, and the total of open jobs shows how much is still to be collected.
