Client 360
One record holding every property, contact, estimate, project, contract, document, issue and invoice for a client — the whole relationship on one screen.
FROM FIRST CONVERSATION TO SIGNED CONTRACTMore context.
More context.
Better conversations.
Bring companies, contacts, properties, estimates and projects into one commercial-service sales workflow.
Available · Included for active companies; access follows each team member?s assigned role. Availability details
BUILT AROUND YOUR WORKFLOW
One client record. The whole relationship.
Client 360 brings companies, contacts, properties, estimates, projects, contracts, documents, activity, issues, jobs and financial history into a single view of the relationship.
360°client context
THE DETAILS THAT MAKE A DIFFERENCE
Inside CRM & Sales.
Contacts
A directory of the people behind the accounts, with roles and history, so the next call starts where the last one ended.
Properties
Every site you service as a first-class record, linked to its measurements, its client and the work performed on it.
Pipeline
Move bids through Lead, Qualified, Site Review, Estimating, Proposal, Negotiation, Won and Lost — with the value of each stage in view.
Estimates
Every estimate your team has priced, searchable and filterable, connected back to the property and the opportunity.
Projects
Won work becomes a project with its scope, documents, schedule and financial picture attached.
HOW IT CONNECTS
A clearer path from one step to the next.
Qualify the opportunity
Connect the client, contacts and properties.
Build and track the bid
Bring the estimate into the pipeline and watch it move.
Hand off the promise
Carry the agreed scope into the proposal and the operational plan.
A LITTLE MORE CLARITY
Good questions. Clear answers.
How does CRM & Sales connect to the rest of PropertyMeasure?
Client 360 brings companies, contacts, properties, estimates, projects, contracts, documents, activity, issues, jobs and financial history into a single view of the relationship.
Can I see this with my team?
Yes. Book a demo to walk through your own properties and service scope, or get started with an account using the existing signup flow.
What does CRM & Sales include?
Client 360, Contacts, Properties, Pipeline, Estimates, Projects.
YOUR NEXT CHAPTER STARTS HERESee your business.
See your business.
From a better perspective.
Let’s walk through your workflow, your properties and your next opportunity.
Book a DemoA conversation built around your business.