Alternatives to Infissi360

Compare Infissi360 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Infissi360 in 2026. Compare features, ratings, user reviews, pricing, and more from Infissi360 competitors and alternatives in order to make an informed decision for your business.

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    Pipedrive

    Pipedrive

    Pipedrive

    Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.
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    4.4 out of 5 stars 12,537 Ratings for Pipedrive
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    Act!

    Act!

    Act!

    Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.
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    4.0 out of 5 stars 555 Ratings for Act!
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    Roofr

    Roofr

    Roofr

    Roofr is the only CRM built exclusively for roofing contractors. Roofr brings your entire business into one place – so you can stop duct-taping together five different tools and start running a tighter operation. It's currently loved by tens of thousands of Roofrs across North America. Roofr handles the entire job lifecycle in one place. From the moment a lead comes in, contractors can manage contacts and follow-ups in the built-in CRM, order Roofr Measurement Reports, create a proposal, communicate with homeowners, and even order materials with our supplier integrations. You can also send invoices and collect payment in Roofr, too.
    4.7 out of 5 stars 146 Ratings for Roofr
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    KonstructIQ

    KonstructIQ

    KonstructIQ

    KonstructIQ is an AI-powered construction and financial platform designed for residential general contractors, remodeling firms, and home builders. It consolidates the full project lifecycle, from fast, professional estimates to budgeting, invoicing, payments, change-order management, cost tracking, subcontractor coordination, and real-time reporting, into a single interface. Its estimating module enables contractors to build detailed bids quickly, using customizable cost codes, markup or margin calculations, and either cost-plus or fixed-price models. Once an estimate is approved, it becomes the project budget; every subsequent bill, invoice, or change order automatically updates the budget so contractors maintain accurate job costing and profitability oversight. Payments to subcontractors or suppliers are built in, and support methods like ACH, checks, debit/credit cards, virtual cards, or Zelle, and invoices can be paid directly by clients through a portal to speed up cash flow.
    4.8 out of 5 stars 7 Ratings for KonstructIQ
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    HubSpot CRM
    HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, HubSpot's Smart CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your customers by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. The platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.
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    BuildOps

    BuildOps

    BuildOps

    Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
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    JobNimbus

    JobNimbus

    JobNimbus

    JobNimbus is the #1 all-in-one roofing app (4.8 stars on app stores) that’s making contractors heroes since 2013. Thousands of contractors rely on JobNimbus every day to run every aspect of their business: marketing, sales, production, billing, and communication. "This is f$&%ing awesome!" - Dave R. ** MARKETING ** • SEO • Paid ads • Google Business Profile • Website ** SALES ** • Scheduling • Lead tracking • Boards • Custom sales workflows • Sales automation ** PRODUCTION ** • Production boards • Custom job workflows • Production automation • Notes • Tasks • Material ordering directly from Beacon PRO+ and Roof Hub by SRS. • Work orders • Subcontractors • Reports ** BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way sync ** COMMUNICATION ** • Engage texting • Email • Caller ID • @mentions • Job share • Notification center With all this, your whole team will be equipped with the best all-in-one roofing app.
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    Leap

    Leap

    Leap

    With Leap CRM and Leap SalesPro, our two signature software products, you can supercharge your organization with a digital process that reflects how your home improvement business sells and works. Leap helps you efficiently manage every lead, schedule every appointment, and create error-free estimates. You can also get accurate measurements, order materials, schedule your production, manage subcontractors and complete each job on schedule. When it’s time to complete the job, you can produce actionable reports, maintain your margins, and collect payments with simple online invoicing and payment processing. Leap also integrates with many of the industry-leading tools you already use, such as Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub. Plus, you can optimize your entire operations and access Leap’s industry-leading software on the go, whether you’re in the office, in the field, or at home on desktop, tablet, or mobile device.
    4.2 out of 5 stars 5 Ratings for Leap
    Starting Price: $79/month
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    Close

    Close

    Close

    Close is a sales customer relationship management platform (CRM) built to help you win more deals much faster. With built-in calling, SMS, and email—your team can reach leads wherever they are, with ease. Close is an “all-in-one” CRM which you can use standalone, no plug-ins or add-ons needed. Close is affordable and easy to learn. It's the perfect CRM for startups and small businesses looking to grow fast, who don't want to pay enterprise prices. Plans start at just $49/month. Close comes jam-packed with sales features to power your team, including an automatic inbox syncing, email/SMS messaging automation, Power Dialer, Predictive Dialer, call tracking and recording, VoIP, custom reporting and analytics, and so much more. Our templates are excellent for a number of fields, including real estate, B2B/SaaS, small business, finance, and beyond. Support is offered via email, phone, online FAQ documentation, and a self-service knowledge base.
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    4.9 out of 5 stars 12 Ratings for Close
    Starting Price: $19/month
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    Repfabric

    Repfabric

    Repfabric

    Repfabric is a customer relationship management (CRM) software designed specifically for multi-line sales teams (i.e. reps, distributors, wholesalers, dealers, and manufacturers). It streamlines and simplifies the sales process by providing deep integration with email, contacts, calendars, and deal tracking. The platform enables users to track commissions from CRM to sale, make updates directly from mobile devices, and document sales calls using voice-to-text features. In addition to these core functionalities, Repfabric offers features such as account activity and opportunity reviews, sales numbers and trend analysis by manufacturer, and a Nearby feature to find the closest client when a sales call is canceled. The platform is supported by a full-service customer care team and an experienced data team, ensuring a smooth transition for businesses and allowing you to focus on growing your business.
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    FieldPulse

    FieldPulse

    FieldPulse

    FieldPulse is the first truly customizable field service management (FSM) software built for growing teams. From scheduling and invoicing to CRM, job tracking, and AI‑driven automation, FieldPulse helps field service businesses run smoothly and grow confidently. With a team that listens and software that adapts to the way you work, FieldPulse makes it easy to stay organized and deliver world-class service. Built to support a wide range of industries, FieldPulse serves HVAC-R, electrical, plumbing, garage door, locksmith, property management, appliance repair, commercial equipment, fire and security, contractors, septic, and A/V installation businesses. Whether you're managing recurring jobs, dispatching techs, or tracking leads and revenue, FieldPulse brings everything into one platform to help you save time, streamline operations, and exceed customer expectations.
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    BidBook

    BidBook

    BidBookSoft d/b/a CRM Evangelist

    Manage your Bids, Revenue and Projects with BidBook for Salesforce CRM. Manages relationships that drive new project demand. Submits Proposal Estimates. Manages follow-up tasks. Views estimation queue. Works or uploads estimates. Invites approved suppliers to bid on scopes of work. Manages suppliers bid process and overall budget. Produces proposal documentation. Collaborates with the team. Uses BidBook to aggregate all inbound bidding opportunity. Collects files, drawings, and addendums necessary. Assigns bids to sales and estimation to pursue. Views pending demand for projects, revenue schedules, profit analysis, and win/loss performance. Approves purchase orders. Initiates invoices.
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    Procore

    Procore

    Procore Technologies

    Procore is a leading provider of cloud-based construction management software, designed to connect project stakeholders, including owners, general contractors, specialty contractors, and public agencies. The platform facilitates collaboration across various construction sectors such as commercial, residential, industrial, and infrastructure projects. Procore's comprehensive suite of tools covers project management, quality and safety, design coordination, BIM, field productivity tracking, project financials, invoice management, and accounting integrations, all aimed at enhancing efficiency and accountability throughout the construction lifecycle. With a commitment to advancing the construction industry, Procore serves over 16,000 customers and more than 2 million users across 150+ countries.
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    RedTeam Flex

    RedTeam Flex

    RedTeam Software

    Collaborate anywhere, anytime, with RedTeam Flex, a highly customizable construction management solution designed to help mid to enterprise level contractors maximize communication, performance and productivity in the field. When you choose RedTeam Flex, we help you manage your construction projects from start to finish: improve your overall administration, estimating, and bid solicitation; compare drawings with a few simple clicks; annotate, publish and share drawing files on web or mobile,;share the financial status of the project with clients in an easy, understandable format; and much more.
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    Salesforce

    Salesforce

    Salesforce

    Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.
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    Vogueboard

    Vogueboard

    Vogueboard

    Vogueboard's cloud-based B2B eCommerce platform connects building material suppliers with motivated buyers for increased online visibility, client engagement, and sales opportunities. Vogueboard users have instant access to the tools needed to attract new customers, develop relationships, and digitize the entire B2B sales process for a completely paperless transaction experience. Vogueboard's SaaS technology eliminates the need to download and oversee an inconvenient hardware installation. Automate your sales processes to create building materials pricelist, manage your product data, and process orders to edge out the digital competition. Develop your digital storefront, display your merchandise for customers to view, and quickly purchase, and seize online sales opportunities. Build and manage customer relationships using our intuitive CRM explicitly designed for manufacturers and distributors of building materials.
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    Kaliun

    Kaliun

    Kaliun

    Kaliun is construction CRM and project management software for residential remodelers, general contractors, home builders and specialty trades. Manage contacts, sales pipelines, proposals, job costs, invoices and client decisions in one workspace. Build detailed estimates with scope, cost codes, markup and allowances. Compare budgeted costs, committed expenses and actual payments. Request subcontractor bids, manage milestone billing, collect electronic signatures and coordinate schedules, tasks and workflow automation. A client portal keeps proposals, invoices, contracts and selections accessible to customers. Kaliun is available on the web and iPhone. Founded by Tomer Amar, Kaliun launched in 2025 in Tampa, Florida. Request a guided demo to review your construction workflow. Pricing is $279/month, or $2,868 billed annually ($239/month equivalent).
    Starting Price: $239/month billed annually
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    OpenJanela

    OpenJanela

    OpenJanela

    OpenJanela is a powerful window and door ERP software that is built for the way you do business. We learn from our customers, and we constantly update and improve the platform to meet all of your needs. OpenJanela is a commercial open source ERP that is used by hundreds of manufacturers and dealers around the world. Generate leads with B2B and B2C ecommerce. Manage sales & service appointments, schedule, and record communications/tasks generate quotations, onsite service modules, record service time & materials, and much more. Manage inventory, purchases, shipping, receiving, supplier requests for quotations, multiple locations, multiple warehouses, mobile shipping, receiving, and warehouse management apps, and more with our window and door ERP. Our commercial open source window design software and door design software help you produce windows and doors faster, generate fast and accurate prices, manufacture more efficiently, run your CNC machines, and manage all schedules.
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    Fenzon

    Fenzon

    Fenzon

    Software from someone who understands components. Professional processes are crucial for your company's success. The browser-based application from Fenzon supports you in processing offers and orders with an innovative product configurator for complex ones. Components and accessories. The future of the construction industry Fenzon provides you with a comprehensive software solution for your components, articles and services. The integrated product configurator helps to put together the customer-specific elements and, with its options for product visualization and its integrated feasibility check, offers future-oriented functions for the sale of windows and doors. Configure windows with Fenzon. Thanks to a clear structure, Fenzon offers an intuitive tool for creating offers and orders with its product configurator for windows. The advantages at a glance. What matters is you and your success.
    Starting Price: $8 per user, per month
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    Evolved Metrics CRM

    Evolved Metrics CRM

    Evolved Metrics

    The options available were overpriced and the features too complex for what the organization needed. To boot, an external consultant was usually required to install and implement the CRM for all the users, and even then it was cumbersome to use for most people. Flag important messages from prospective and current clients & use a powerful search tool to quickly track down past communications. Integrate your calendar to get a full picture of your upcoming schedule and sales interactions. See the data and information that matters most to do your job well. Reporting should be clarifying, not confusing. We make sales metrics meaningful, actionable, and idea-generating. With a glance, see where you left off with prospective and current clients & schedule a follow-up to make sure they are taken care of. When a new team member joins your team and takes over an account, quickly transfer all past communications and activities to them, making the transition simple and seamless.
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    Method:CRM

    Method:CRM

    Method Integration

    Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.
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    Job Grid

    Job Grid

    Job Grid

    Job Grid is a CRM built for roofing and home improvement contractors. It replaces generic sales software with tools designed around storm restoration and exterior remodeling work. Key features: storm damage tracking and zone flagging to target outreach in impacted areas fast, automated SMS for lead follow up, appointment reminders, and job updates, field workflow management for scheduling and crew coordination from lead to completion, and AI photo augmentation letting contractors show homeowners visual previews of finished roofs, counters, and cabinets before work starts. Pricing is seat based across Starter, Growth, and Pro tiers, billed monthly or annually, so teams pay for the seats they use as they grow.
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    Followup CRM

    Followup CRM

    Followup CRM

    Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.
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    IBIS AIR

    IBIS AIR

    Industry Networks

    Integrated Business Intelligence Systems for the Construction Industry. Consultants. Digitize workflows to improve productivity. Contractors. Digitize project management for greater efficiency. Suppliers. Digitize sales to specify, track and win projects. Integrate information from multiple sources. Combine business information for sales and project management from internal departments, related companies, vendors, customers and 3rd parties. Automate sales & project management work-flows. Digitize document management, filing, revision tracking and document approvals within your company and across companies working on a project. Construction analytics for informed decision making. Use internal data and the regions's largest construction database to study construction across countries and sectors to identify opportunities, benchmark performance and develop strategy. Create company networks such as supplier networks, distributor networks, sub-contractor networks.
    Starting Price: $99 per user, per month
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    CorkCRM

    CorkCRM

    CorkCRM

    Take notes, book appointments, and follow up with leads automatically. Enter leads automatically via our Mailparser integration. New customers can book appointments online or over the phone. Sync appointments with Google Calendar. Once setup, new appointments will sync automatically. Impress your clients with sleek custom proposals. Cork makes it really easy to create detailed proposals. When you are at an estimate just fill in the blanks and email it to the customer. Customers can sign contracts on the spot or later on via email. Electronic signatures can be collected from a phone, laptop, or tablet. Used in combination with our online payments feature, estimators can eliminate the second trip back out to the house. Keep your business on schedule with our built-in job schedule. Establish a start/ end date and then assign a crew. Your crews can see for themselves where they need to be.
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    Comsense Enterprise
    Build your project using our extensive collection of Electronic Catalogs, providing complete and current product definitions and pricing. Import door schedules and hardware sets from architects to get a quick start on your estimates. Optionally estimate your projects in bulk for increased speed. Enterprise handles the complications of coordinating door, frame, and hardware prep information for you, even across change orders. Heading builder generates headings based on a customizable collection of attributes including hardware set, door, frame, and opening information. Default prep feature streamlines the application of repetitive hardware preps to your doors and frames. Draw out your frame elevations and generate a costed material list from your drawing. Access our library of over 120 electronic price books and images for your product information, pricing, and catalog cuts. Use the Complete Opening window to view all aspects and products for each opening at a glance.
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    Kanvo

    Kanvo

    Kanvo CRM

    Kanvo CRM is a comprehensive field service management platform designed to streamline operations for businesses in the landscaping and trades industries. It consolidates essential functions such as estimates, scheduling, invoicing, e-signatures, SMS communication, client portals, and crew management into a single, cohesive system, eliminating the need for multiple disparate tools. One of the standout features of Kanvo CRM is its robust scheduling and dispatch system. Users can assign crews, manage recurring maintenance routes, and adjust schedules through a user-friendly drag-and-drop calendar interface. This ensures optimal resource allocation and enhances operational efficiency. The platform also offers a sophisticated estimates and invoicing module. Businesses can create professional estimates with detailed line items, incorporate photos, and apply custom branding. These estimates can be sent for electronic signatures and seamlessly converted into jobs with a single click.
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    Selenic Orders

    Selenic Orders

    Selenic Systems

    Selenic Orders is an Android tablet app for wholesalers, distributors and manufacturers that take orders face to face at customer sites, trade shows, showrooms and trade counters. It keeps the catalogue, customer data, prices and orders on each tablet so sales representatives can work offline and sync later. Representatives can apply customer-specific price lists, quantity breaks, pack multiples and dated promotions; calculate tax by line; view delivery dates and credit limits; capture signatures; and scan barcodes. Businesses can import product and customer data from CSV, JSON or XML files, or enter it manually, then export orders using configurable formats to a device folder, FTP or SFTP server, or Google Drive. The app supports PIN-protected rep access and can send orders without a server installation or middleware. It is intended for in-person wholesale order taking by field sales teams and counter or showroom staff.
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    Texada Software

    Texada Software

    Texada Software

    Empower your Heavy Equipment Rental and Dealership Management with Texada Software. Equip your team for success with Texada Software, the comprehensive heavy equipment business management solution that seamlessly bridges your sales, service, and rental divisions. Gain a 360-degree view of your operations and achieve clear insights into your customer journey for optimized business performance. Connect your teams and operations with integrated solutions designed by industry veterans who understand the independent and holistic needs of heavy equipment sales, service, and rental organizations. Grow sales productivity, acquire new customers, and guide the full customer relationship with smart solutions for equipment dealers.
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    Shark Byte Sales and Estimating CRM
    Shark Byte was an idea dreamed up by the creators of Perfectware, industry consultants, and other service contractors. A group that has over 50 years of experience in the Mechanical Service Industry working in sales and management positions. We identified a need to create an integrated sales tool designed specifically for the Mechanical Service Contractor. As we talked with contractors it became clear there is not a solution that meets all the needs. The available options include single disconnected tools, add-ons to service management software, or customizing other commercial CRM packages. So, we designed a solution that encompasses a customer and sales tracking CRM, mobile surveying tool, contract and project estimating, and electronic proposal generation. Throughout the design and programming process, we surveyed contractors to validate Shark Byte methodology and tools and, to create the best Sales Relationship Manager for the industry.
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    Prospect CRM

    Prospect CRM

    ProspectSoft

    The Stock-Aware CRM & eCommerce platform that’s perfect for Wholesalers, Distributors and Manufacturers. Sell more in less time, every time. Be a Prospect Hero. What is Stock-Aware CRM? Wholesalers, Distributors and Manufacturers know that selling physical products B2B involves unique operational challenges, meaning ordinary CRM's fall short. Stock-Aware CRM is different. Prospect is a new type of Stock-Aware CRM that's specifically designed for Wholesalers, Distributors and Manufacturers who sell physical products B2B. Prospect integrates product, inventory and customer sales data, to streamline B2B CRM processes. Your team will save time, increase sales and maximise profits. Prospect combines the best of traditional CRM – Marketing, Sales Pipelines and Customer Service Management – with the reality of selling B2B products – quoting, ordering, inventory management, special pricing, back orders, product information and even contracts, serial numbers and asset tracking.
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    Membis Member Register
    As a result of long development work, Membis software has established itself as one of the most popular member registry software on the market. Users especially praise the software's ease of use and versatile features. The Membis software already offers excellent tools for hundreds of different sports clubs and other associations / communities. Invoice line-specific product units, discounts / increases, VAT. Free-writing product lines for quotes / sales orders / invoices. Overdue invoices can be forwarded electronically to the collection agency. Accounts receivable (payment materials to the bank, installments, printouts, etc.). Reminder register (member / customer-specific reminders can be added).
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    ArCADia BIM

    ArCADia BIM

    ArCADiasoft

    ArCADia is attractively priced, specialized software for the construction industry (ArCADia BIM system) – our programs support the work of construction and installation engineers (AEC) as well as architects and contractors. It allows for the creation of an almost complete digital model of the building with all the installations (water, sewage, electricity, gas, etc) as well as its surroundings. The programs offer collision analysis, calculations, merging of documents, .dwg, IFC, in program libraries and rendering, Support BIM technology, object-oriented architectural design. Ready-made architectural elements: multilayer walls, stairs, bases, columns, chimneys, windows and doors. Comparing and merging documents. Automatic floor entry, support for Teriva ceiling design. Drawing of flat and spatial technical documentation and its writing to the native DWG format characteristic of most CAD applications.
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    Pursuit

    Pursuit

    Vertigraph Inc

    Pursuit is the AI-powered construction CRM built for estimators, every customer, every correspondence, every bid date, every win, tracked in one place. It brings bid docs, takeoffs, and emails into one Project Brain, where every drawing, spec, soils report, email, and takeoff flows into a shared workspace, and the connections get made automatically. PDFs, specs, emails, takeoff exports, and soils reports can be dragged in, indexed, and linked to what matters, so frost depth finds its way to the spec, owner deadlines find the calendar, and scope, quantity, and deadline questions come back with the page they came from, not a guess. Built around construction bids instead of generic sales funnels, Pursuit organizes bid dates, RFQs, vendor quotes, follow-ups, hit rates, and correspondence without forcing estimators to bend their process around a CRM made for software sales.
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    Zendesk Sell
    Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.
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    TriBuild

    TriBuild

    TriBuild Systems

    Project Management Software for Contractors. Increase profits with TriBuild’s web-based and mobile contractor software for construction project management at your fingertips. Pull your RFIs, Submittals, Change Orders, Documents, Drawings and Field issues or delay updates together into one centralized, standardized, and organized source. Contractor software intelligently designed to collaborate, document and report with time saving simplicity and accuracy. Our training and support team consists of experienced project managers and customer service experts that are here every day to ensure that you get the best value out of your TriBuild software subscription. Here a few of the ways we work to help make you a success.
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    Cabinet Project

    Cabinet Project

    Design Master Solutions, LLC

    Cabinet Project is job software for U.S. RTA and semi-custom cabinet dealers and installer crews. Import a manufacturer price list from a PDF or spreadsheet, apply a dealer multiplier, and quote by SKU or linear foot with labor, tax and a branded PDF. Draw walls, openings and cabinet boxes, view a kitchen in 3D, and price the layout. Homeowners can review designs in a customer portal, approve quotes and pay deposits by card. Turn an approved list into a manufacturer purchase order, track status and ETA, and record missing or damaged boxes with photo claims at delivery. Schedule installations, coordinate crew routes, manage photo punch lists, issue final invoices and sync with QuickBooks Online. The product also creates photo renders in chosen door styles. It is available on the web and Android, supports English, Spanish and Portuguese, and serves cabinet dealers, contractors and installers—not manufacturers or CNC shops.
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    MarketSharp

    MarketSharp

    MarketSharp Software

    MarketSharp is a simple-to-use, web-based customer relationship management (CRM) software solution designed specifically for contractors, remodelers, and home improvement professionals. With mobile accessibility and enterprise-level features that include task scheduling, project estimation, lead management, and project management capabilities, MarketSharp helps create satisfied referral-giving customers, generate more qualified leads, close more profitable sales, and increase production volume.
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    Insightly

    Insightly

    Insightly

    Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
    4.3 out of 5 stars 3 Ratings for Insightly
    Starting Price: $29.00/month/user
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    SunShip

    SunShip

    SunShip

    SunShip is a door knocking app built for solar sales teams, with native iOS and Android apps for reps in the field. It tracks every door knocked, set-to-sit ratio, sit-to-close ratio and install ratio, so managers know exactly where each rep stands. Commissions calculate automatically against the company's custom redline, with fully customizable pay scales per rep and override management when applicable. Multi-office team management lets you run multiple branches under one account, with role-based permissions for admins, managers, setters, closers, area directors and regionals. The web-based territory tool gives managers a live view of lead pins and team coverage. Anti pin spoofing verifies reps are actually at the door, not faking knocks from the car. Everything you need to run a solar sales team in one platform.
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    Teknovate CRM

    Teknovate CRM

    Teknovative Solution

    Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.
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    DoorPack Software

    DoorPack Software

    Fireline Systems

    With the assistance of a team of door industry professionals, Fireline Systems began the development of the DoorPack Software to meet this demand for service and installation operational software. Fireline Systems is an authorized Intuit QuickBooks Silver Software Development Partner which means you can be assured of a seamless connection between the two software company’s products. Your field service software needs to provide seamless integration into your QuickBooks with your customer invoices created inside QuickBooks® to eliminate import and sync errors and duplication. No import or syn required like other service software programs that create the customer invoices inside their own software.
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    autoclosets

    autoclosets

    Microcad Software

    autoclosets®, the perfect sales tool for wardrobes and closets. autoclosets® is a program to design and quote built-in wardrobes and closets in minutes. It automatically generates images in 3D, as well as top and elevation plans with all the dimensions. autoclosets® allows you to design built-in wardrobes and closets of any style in a very short time: walk-in closets, L-shaped wardrobes, display cabinets, wardrobes without doors, with sliding doors, hinged doors, etc. It has an extensive universal catalog with numerous door styles and accessories for the interior. In addition, you can adapt the program to your manufacturing method to generate accurate part lists and send detailed information to a cutting optimizer for production. With autoclosets® you will increase your sales and save time. The precision of its dimensioned drawings will avoid mistakes from the sale to the installation. The three-dimensional graphics will allow you to show your customers the designs.
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    Renovate

    Renovate

    Renovate

    Renovate is a contractor CRM for renovation and remodeling businesses. It brings estimates, milestone invoices, contacts, a sales pipeline, tasks, scheduling and job photos into one workspace. Contractors can build estimates from a services catalog and let clients accept them online. Renovate AI provides room previews. Pro starts at $29.99 per month and includes 50 AI previews. Pro Plus is $59.99 per month and includes 100 AI previews and a public storefront for order requests. Renovate runs in a web browser.
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    Spotler CRM
    Spotler CRM (formerly Really Simple Systems) is the powerful CRM system that's designed for growing teams working B2B. Spotler CRM provides everything your sales team needs to manage customers, prospects and sales, without letting the technology dictate your strategy. The CRM system also comes with integrated email marketing and customer service desk modules and is accessible anywhere on desktops, tablets and smartphones. The CRM is designed so it is easy to set up and easy to use. This means you can train your team in minutes, so you can concentrate on growing your business.
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    Build Formula

    Build Formula

    Build Formula

    Build Formula helps with every step of the build from the sales process and project planning to material tracking and client communication. A comprehensive solution that has been built centered on the Real Estate industry’s needs for Management of construction projects. Complete Sales Management makes it easy to organize and grow your customer relationships with tracking, data visualizations for Sales, and more — all in one platform. Build Formula is your partner for stunning customer relationships. Now, close more leads with a highly streamlined process. Your system builds Your Business. Automate your construction process, boost productivity, and build an organized future for your real estate business. Process Build for Your Business.
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    Builder Prime

    Builder Prime

    Builder Prime

    Builder Prime, a customer and project management solution, assists contractors to save time, earn more money, and win more jobs. Contractors can manage their leads and all of their interactions with Builder Prime's Customer Relationship Management feature. Builder Prime enables contractors to monitor and track all of their projects from anywhere and any device with the Project Management feature. Clients can also access Builder Prime via the Client Console feature for eSigning of contracts, viewing and paying of invoices, and submitting new work requests.
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    GoCRM

    GoCRM

    GoCRM

    Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.
    Starting Price: $39 per user per month
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    Simple Sales Tracking CRM

    Simple Sales Tracking CRM

    Simple Sales Tracking

    Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.
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    ASSA ABLOY Academy

    ASSA ABLOY Academy

    ASSA ABLOY Academy

    The Academy offers a blend of online and hands-on courses tailored for end-users, installers, architects, integrators, and others, focusing on the successful incorporation of today's complex door openings into buildings. Training tracks are designed to assist all skill levels, from those just entering the industry and learning the basics to experienced professionals looking to stay on top of the latest technologies. ASSA ABLOY Academy works with your business to create training programs for your employees. The Academy continues to make strides in online training, with certification exams and training for technicians and salespeople now available on their Learning Management System (LMS) for everyone to take. Additionally, the mobile installation training showroom is a custom-built tractor trailer fully equipped with a mobile classroom/showroom and staffed by ASSA ABLOY Academy instructors, enabling the delivery of training directly to clients.