CRM — a Buildio module

How this Buildio module works: what it does, what it replaces, the numbers it ships with, and how to get it running on your business.

What it does

• 01 — Pipeline: Stages that match how you actually sell.
• 02 — Unified record: Lead, quote, contract, change order — same timeline.
• 03 — Sequences: Auto follow-up that adjusts to lead score.
• 04 — Mobile-first: Approve a quote from a roof.

CRM is included in Buildio plans — see pricing or explore the full system.