For contractors and service businesses that need quoting,
follow-up and payment handled in one system.
For contractors and service businesses that need quoting,
follow-up and payment handled in one system.
For contractors who want visibility and follow-up.
CRM + pipeline
Lead intake automation
Appointment scheduling
Quote tracking (status only)
Automated follow-ups
One pipeline
Two users
For contractors serious about increasing close rate.
Everything in Core
Quote templates
Quote lifecycle tracking
Quote viewed triggers
Automated reminders
Basic job handoff workflows
Pipeline automation logic
For contractors who want maximum close rate and cash flow.
Everything in Close More
Custom quote engine OR integration
Financing / credit API integration
Approval-based automations
Quote → job → invoice logic
Advanced dashboards
Priority support
For contractors who want visibility and follow-up.
CRM + pipeline
Lead intake automation
Appointment scheduling
Quote tracking (status only)
Automated follow-ups
One pipeline
Two users
For contractors serious about increasing close rate.
Everything in Core
Quote templates
Quote lifecycle tracking
Quote viewed triggers
Automated reminders
Basic job handoff workflows
Pipeline automation logic
For contractors who want maximum close rate and cash flow.
Everything in Close More
Custom quote engine OR integration
Financing / credit API integration
Approval-based automations
Quote → job → invoice logic
Advanced dashboards
Priority support
You send it.
Then nothing happens.
You send it.
Then nothing happens.
Quotes sent but never followed up
Invoices sent too late
Payments delayed
Jobs slipping through the cracks
No visibility into open opportunities
Quotes sent but never followed up
Invoices sent too late
Payments delayed
Jobs slipping through the cracks
No visibility into open opportunities

Quotes are sent and tracked automatically.
Customers receive automatic reminders after quotes.

Invoices can be issued immediately when jobs are approved.
You always know what has been paid and what hasn't.

Every opportunity moves through a clear workflow.
Quotes, jobs and payments in one place.

Quotes are sent and tracked automatically.
Customers receive automatic reminders after quotes.

Invoices can be issued immediately when jobs are approved.
You always know what has been paid and what hasn't.

Every opportunity moves through a clear workflow.
Quotes, jobs and payments in one place.
Custom enterprise quoting software
Large ERP implementations
Complex accounting replacements
Custom enterprise quoting software
Large ERP implementations
Complex accounting replacements
You run a service business
You regularly send quotes
You want faster approvals
You want payments handled cleanly
You need enterprise ERP systems
You want heavy custom development
You run a service business
You regularly send quotes
You want faster approvals
You want payments handled cleanly
You need enterprise ERP systems
You want heavy custom development

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