Every client, contact and opportunity in one place
Keep clients, contacts and properties organized, track opportunities on a pipeline board, and never miss a follow-up.
The problem
Leads slip through the cracks
When opportunities live in notebooks and inboxes, follow-ups get missed and good jobs go to someone else.
What you get
- Clients (individual or company), contacts and multiple properties
- Opportunities board with drag and drop
- Lead sources and lost reasons
- Tags, notes with history, follow-ups and timeline
- Duplicate warnings for email and phone
- Import clients from a CSV file
How it works
Clients & pipeline, step by step
- 1
Organized client records
Individuals and companies, several contacts, multiple properties, tags and notes.
- 2
A pipeline you can see
Drag opportunities across stages, record lead sources and why deals were lost.
- 3
Follow-ups on time
Schedule follow-ups and see each client's full timeline of estimates, jobs and activity.
FAQ
Clients & pipeline questions
Can I import my existing client list?
Yes, from a CSV file, with field mapping, a preview and duplicate checks.
Works together with
Sales & billing
Estimates & invoices
Create branded estimates and invoices, send them by email as your company, see when clients open them, and let clients approve or decline estimates online.
Learn more →
Jobs & profitability
Jobs & profitability
Track contract value, approved change orders, materials, expenses and crew labor on every job, and see profit and margin update as work happens.
Learn more →Run your next job with AGT Work Crew
Jobs, crew time, estimates, invoices and client updates, connected from day one.
- No credit card required
- 15-day free trial