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CRM & Contact Logs

  • Project Management

CRM & Contact Logs

Track every job, conversation, and contact with clarity and context.
This workspace centralizes your relationship data — from client inquiries and vendor outreach to site contacts and freight partners. It brings together CRM tools, communication logs, and documentation to keep your team aligned and informed at every step.

Build Relationships on Information, Not Guesswork

From quote requests and emails to certifications and physical addresses, this workspace captures every interaction that matters. Whether you’re managing a repeat customer, a lumber vendor, or a regional installer, you’ll always have the full story — organized and accessible.
Stay personal — even as your jobs grow in scale.

Workspace Highlights

Unified Contact Profiles: Bring together clients, vendors, and project partners with full history, documents, and communication in one record.
Project-Aware Communication Logs: View quotes, calls, emails, and invoices in the context of the job they relate to — not just the contact.
Job-Linked Certifications & Docs: Attach credentials, inspection records, and signed approvals directly to client or vendor profiles.
Real-Time Updates & Alerts: Automatically notify team members about changes in status, deadlines, or new documents — no manual check-ins needed.
Cross-Team Visibility: Sales, operations, and service teams can all see the same interaction timeline — reducing gaps and duplicated efforts.

Integrated Apps

CRM
CRM Icon

Centralize your contact records, client interactions,
and relationship details with clarity and context.

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Client & Vendor Tracking
Maintain structured lists of active, prospective, and archived business contacts.
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Contact History
See a full log of all communications across email, phone, and internal notes.
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Invoices & Quotes
Generate and manage estimates, proposals, and issued invoices with status tracking.
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Emails
Store and access client-facing emails, replies, and engagement threads.
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Phone Numbers
Keep a centralized directory of contact numbers tied to each profile.
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Physical Addresses
Track shipping, billing, and jobsite addresses associated with each relationship.
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Social Media Links
Record LinkedIn, Facebook, or other relevant professional accounts.
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Website References
Log URLs for company websites, product pages, or external resources.
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Certifications
Store uploaded credentials, licenses, or compliance documents per contact.
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Document Logs
Maintain a running archive of all files exchanged or attached to records.
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Comments
Enable internal discussions and staff notes on each record for transparency.
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Notes History
Organize manually entered insights and client-related observations over time.
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Ad-Hoc Reporting
Create quick one-off reports for communication, follow-up, or contact filtering.
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Custom Reporting
Design flexible report templates for ongoing visibility and performance checks.
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Dashboards
Visualize key stats on client activity, team communication, and interaction trends.
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Log Every Interaction Across Every Channel

Track emails, calls, text updates, jobsite visits, and business cards — all tied to a unified contact record.
View every touchpoint on one screen — including work orders, RFQs, invoices, and service requests.

Link Contact Data to Jobs, Docs & Certifications

Tie quotes, site checklists, signed contracts, or certification records directly to your contacts.
Empower teams with rich client context for better service and audit-ready records.

Turn Contact Logs Into Shop Intelligence

Analyze how and when you engage.
Track history by communication type, surface neglected contacts, and measure team responsiveness for follow-ups and scheduling.

author1
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“Now when I open a client record, I see their emails, quotes, address history, and certs — all in one place. It’s saved me hours every week.”

Rob Hunter

Account Services Manager
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“We used to juggle five different tools to keep track of projects and people. Now everything's connected — communication is smoother and nothing gets missed.”

David Hudson

Operations Lead
author3
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“I can see when we last spoke to a vendor, what was said, and which documents were shared. That kind of visibility has changed how we manage every job.”

Brian Rogers

Project Coordinator
Know Every Contact. Track Every Touchpoint. Act with Insight.
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