I will planhub knowify track lead sources follow ups buildern knack consential crm

Are you using Projul, Knowify, Buildern, Knack, or Consential but struggling with lead tracking, follow-ups, or project organization?

I will professionally set up and optimize your construction CRM system to help you track leads, manage projects, and automate follow-ups efficiently.

I specialize in CRM systems built specifically for construction businesses, contractors, and builders.

 What I Can Set Up For You

• Full CRM account configuration
• Lead source tracking setup
• Sales pipeline & deal stages
• Automated follow-up workflows
• Project tracking & job management
• Contact tagging & segmentation
• Estimate and proposal workflow setup
• Custom fields & dashboard organization
• Workflow automation for client updates
• Proposal tracking (sent, viewed, approved)
• Follow-up reminders for pending proposals
• Organized estimate-to-project flow
• Track project status and progress
• Link contacts, estimates, and jobs together
• Centralized project information
• Automated reminders for estimates & proposals
• Lead nurturing sequences
• No-lead-left-behind automation
• Drag-and-drop deal management
• Lost/won deal tracking