Feature directory · 9 tools
Construction CRM
Bring in the inquiry and book the visit. Turn the winning lead into a job.
New leads2
Contacted1
Site visit1
Next action: book the site visit
Estimating1
Quote sent1
Won0
How it works
Connect your lead source, or enter inquiries directly in Deals.
Add the inquiry. Add the inquiry, notes, visit details, and follow-up date in Leads or Deals.
Keep customer history together. Connected customer history appears with the lead.
Set the next step. Assign an owner and job step; review any follow-up draft.
Create the project. When the customer accepts, create the project from the lead and keep the customer history with the job.
Feature group
Turn inquiries into jobs
Bring in the inquiry and book the visit. Turn the winning lead into a job.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
9 tools match.
Bring in the inquiry
Leads
Add or review an inquiry, source, temperature, age, and next action in Leads. Your office team sees the same lead details.
Learn howLead sources and attribution
Add a campaign, referral, or cost to a lead. PM keeps the source details with the lead for reporting.
Learn howSales steps
Move a lead through your saved sales steps. The current step appears in the pipeline and lead details.
Learn howLead notes and conversations
Add a note and see available messages or calls beside the lead.
Learn howFollow up, visit, and start the job
Lead follow-up drafts
Start HHM Intelligence from a lead to prepare a follow-up draft. Review, edit, and send it from the lead.
Learn howSite visits
Add the appointment and meeting place to the lead. Your team sees it in the lead and calendar before the visit.
Learn howStart a project from a lead
Convert the lead when work begins. PM keeps the customer details with the new project.
Learn howLead history
See available past messages and appointments in the lead history.
Learn howOpportunity program
HHM offers each advertising lead to one contractor at a time. Review the lead details, then accept or decline it.(/software/leads)
Learn how