From lead
to paid.
Everything between "a lead came in" and "the building is paid for" — sales, estimates, contracts, the build and the money — in one place, under your brand.
Every lead from every source lands on one board. Each stage carries an operating checklist your team actually follows. This is live — drag the cards. Click a stage name to see its SOP.
Real SmartBuild takeoffs. A branded link your customer opens on their phone. You are the customer — pick your colors and approve it. Watch the builder side light up.
The intake generates the contract — legal names, property, payment schedule, line items. Draw your signature, initial the sections, adopt it. Then counter-sign with one click.
Your customer gets one link for the whole job. No passwords. Always your brand. Drag the timeline to watch it change.
Shopping for one piece of it — a CRM, an estimating tool, a way to check permits before you quote? Start with the guide for that job, or go straight to the part of the platform that does it.