CRM & Leads
Capture opportunities, organize customer details, follow up, and move qualified leads directly into estimating.
Estimating, projects, field operations, financial control, reporting, and client communication—fully connected.
Create detailed estimates with labor, materials, cost codes, overhead, profit, taxes, alternates, and client-ready proposals.


Capture opportunities, organize customer details, follow up, and move qualified leads directly into estimating.
Create detailed estimates with quantities, labor, materials, cost codes, markup, alternates, and signatures.
Manage schedules, tasks, teams, milestones, files, photos, and daily activity from one connected workspace.
Monitor budgets, committed costs, actual spending, labor, purchase orders, and profitability by cost code.
Track labor hours by employee, project, phase, and cost code from desktop or mobile.
View, measure, calibrate, mark up, organize, and share project drawings from one connected workspace.
Keep contracts, plans, permits, invoices, photos, reports, and project files organized in one location.
Turn project information into clear financial, operational, labor, and executive reports.
Schedule secure project meetings, invite the right people, share screens, chat, and turn the conversation into editable AI Meeting Minutes.
Bring meetings from your email directly into your calendar, manage project correspondence, and schedule email delivery for exactly when it is needed.
Prepare, send, track, and organize conditional and unconditional lien waivers with project payment records in one connected workspace.
Prepare state-aware mechanical lien prefiling packages with required claim, property, tax-parcel, and supporting-document information for attorney review and filing.
Start or schedule secure project conferences directly from BuildFlow-CM. Invite project contacts, share screens, chat, control participants, and automatically turn the conversation into editable AI Meeting Minutes—without leaving the Project Command Center.
Schedule from Mail Center with contacts and calendar RSVP.
Review drawings, decisions, and work in real time.
Invite during the call and manage participant access.
Host-only recording, editing, PDF export, and email sharing.

Give your team one place to estimate, manage, track, communicate, and grow.