CRM & Contact Logs

Category: 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

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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.