From start to finish

CRM and lead management

To help you manage your sales pipeline, Knowify offers a lead management/CRM tool that can be used to quickly and easily track the status of each of your opportunities. With simple drag-and-drop functionality, your sales people will be able to see what stage a lead is in, and advance that lead as additional progress is made.

#1

Manage your projects from lead to final invoice

#2

Control each step of your sales pipeline

#3

Track the performance of your sales team

Marking a bid as won only by drag and dropping the job | Lead management | Knowify feature
Keep all your leads in one place

A robust, flexible CRM

Sales pipeline management can vary a lot from one contracting business to the next, particularly if one is primarily commercial and the other primarily residential. Knowify doesn’t try to give you a one-size-fits-all workflow; rather, you get to define your pre-sale stages. Does your workflow start with scheduling a site visit and measurements? No problem – you can specify that in Knowify. But if you don’t need that, that’s also no problem – you can start with estimating or some other task. No matter how you do it though, Knowify will help your sales team stay on top of the workflow, and know which next step to take with each lead.

Simplify all your workflows

Integrated CRM and project management


When the bid is won and the lead ultimately moved into production, Knowify’s CRM view will seamlessly pass the job over to Knowify’s job management page so that your team can schedule the work and get down to business.

Lead pipeline: new lead, contact made, bid sent, followed up, lost, won | Lead management | Knowify feature

What Knowify users are saying

“I can manage my leads, my proposals, my projects costs, my time sheets and the easy sync to QuickBooks make our day to day activities much simpler.”

NADIA DUPUIS

VP, Construction LCE

“Very easy to use and includes everything I need all in one place.”




RYAN GEORGETTI

VP, Georgetti Painting & Son

Get access to actionable sales datA

Powerful tools for those who need them


If you want to manage your leads with a simple drag-and-drop Kanban board, then you don’t need to read further. But for those who want more—who need the ability to create task lists at each stage of the pre-sale workflow, who want to be able to track every detail of the customer interaction and have that logged for the future—, Knowify has you covered. Our CRM view is completely integrated with our task management, team commenting, and job logging features, meaning that you’ll be able to know if your team is on top of the pipeline, where things stand, and what needs to be done. Especially for contractors bidding for large jobs, where showing how organized and on-top-of-things you are can make a big difference, Knowify’s CRM tools can help boost your chances of success.

Example of sales report output in spreadsheet format| Lead management | Knowify feature

Would you like to see it in action?

Sign up to test-drive Knowify for 14 days. Once the trial expires, you will have the power to decide what plan fits your business requirements better. No card required.