Keep track of what bids and estimates are in the works all in one place. When you close a new deal, put it at the top of mind for the crew handling it to ensure a smooth handoff. Pipeline CRM helps you to plan ahead for upcoming jobs to integrate them into your current routes and make sure they get the resources they need.
Upload organize and store documents in one place including PDFs, spreadsheets and photos. Make sure critical information about bids and jobs remains accessible whether you’re in the field or the office.
Washington D.C. based marketing consulting firm, A David Creation, has helped a loyal customer base of painting contractors reach their sales & marketing goals by introducing Pipeline CRM.
Bay Area Underpinning increased sales 15-20% by using Pipeline CRM.
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