Build your connections into profitable relationships to grow your business faster.
Automatically populate your built-in CRM with your company connections. Your team will be immediately organized with the ability to quickly grow existing connections into profitable relationships.
Easily track all relationships at a company level.
Add notes and reminders to each connection for easy tracking and relationship building.
Tag each connection with keywords for fast retrieval.
Connected company data is always automatically up-to-date, no manual entry needed.
Stay instantly organized so you can grow more relationships faster.
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“Looking up companies is what we use the most, this is a valuable feature!”
Easily track all connections and relationships at a company level.
Full CRM capabilities at your finger tips including notes, reminders, latest activity and more.
Quickly grow your connections into profitable relationships in less time, cost and effort.
Easily track all small business connections established by your team.
Effortlessly engage with your subcontractors with automatic tracking and minimal manual entry.
Quickly report on all subcontractor and small business relationships for your entire company.
Built-in CRM
What can I do with the CRM?
You can turn your connections into profitable relationships, in a pretty easy and fast way. CRM (Customer Relationship Management) is a tool used to track connections and build relationships. The thing about CRMs are, it's usually a separate tool that your company would subscribe to and most of the work done within it is very manual. This means it's just another thing your team has to deal with while being an extra cost to your company. We changed all of that. Your built-in CRM tool is auto-populated, easy to use and included in your yearly subscription. The only thing your team will have to do manually is add their notes and set reminders. This makes relationship building fast, organized and easy.
How does the CRM get populated?
You can populate your CRM in a few different ways. 1. You can load any company manually through our easy company loading feature. 2. You can automatically load any company you sent a connection request to. 3. You can automatically load any prime contractor from any AutoConnect you responded to. 4. If you're a prime contractor, you can load and responding company into your CRM with a click.
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