A CRM That Finally Makes Sense
Organize your sales process and drive more revenue
Track and support your sales efforts in an
efficient and organized dashboard
We’ve built the most straightforward Customer Management System specifically for specialty contractors to help scale revenue. An incredibly easy to use platform to manage every aspect of your clients, prospects, bids, and proposals. Let FieldFlo’s CRM be your assistant in keeping everything organized and on track before a project is landed.
You Can Now Easily:
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Track and manage your prospects, bid opportunities, job walks, proposal due dates
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Receive notifications when job walks are approaching and when proposals are due
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Use our reach out tool to track communication with a client or opportunity and set reminders
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Create custom proposals and send for signature directly from the platform
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Run reports on how estimators and sales teams are performing