Mobile sales intelligence for the construction industry

Your platform for
pipeline, projects, and performance

Pipeline Visibility

Track pipeline health in real time with structured updates, ownership clarity, and instant alerts.

Project Control

Run delivery from one place with milestones, blockers, and status reviews aligned to operational goals.

Performance Intelligence

Move from reporting to action with scorecards and trend views designed for leadership and field teams.

Primary App Features

CRM Modules

Unified modules for Deals, Projects, Companies, Contacts, Meetings, Tasks, Notes, Sync, and Settings.

Global Search

Cross-entity search across contacts, companies, projects, tasks, notes, and meetings.

Deals Pipeline

Bubble pipeline view with filters by division, time period, and activity freshness.

Project Operations

Project records with phase, priority, value, stakeholders, and linked tasks, notes, and contacts.

Task Lifecycle

Task assignment, due-date tracking, and lifecycle controls for open, paused, closed, and complete.

Note Intelligence

Structured notes linked to projects, companies, and contacts with clear ownership and timeline.

Company and Contact Links

Relationship mapping across employments, project roles, and linked records.

Meetings and Recording

Meeting scheduling, attendee management, audio recording, upload, and processing workflows.

Meeting Reports

Generated meeting reports with in-app review and grouped sharing.

Synchronise with Microsoft 365 Teams and Calendar

Keep meetings and activity aligned with Microsoft 365 collaboration workflows so teams can coordinate around live schedules and updates.

Secure Authentication

Microsoft sign-in with secure token storage and optional Face ID unlock.

3 core modules

Pipeline, Projects, Performance

Mobile-first

Built for fast field and leadership updates