CRM / Lead Pipeline
Ensure your team makes the most of every lead. New leads automatically import to your account. Your team can save time and energy importing new leads from Projul’s contact form integration option – complete with immediate alerts to new leads
Create estimates in record time. Create estimate templates to allow your team to apply, adjust, and send in minutes instead of hours. Collect e-Signatures for approval.
Automatically create invoices. Convert an estimate to an invoice and get paid instantly. Accept credit cards, debit cards, bank transfers or ACH payments (or simply record a check).