Systems for engineering firms
In an engineering firm, mandates start in emails: a price request from a contractor, a tender, a question from a municipal client. Follow-up depends on each person’s inbox, and what is not followed up does not get signed.
Every price request becomes a file
Email, website form or missed call: every request opens a file with its history. Nobody has to hunt for who answered which contractor, or when.
Following up proposals
A proposal sent to a developer can sit for weeks. Follow-ups go out on set dates, and you see at a glance which proposals are waiting, accepted or lost.
Residential clients
Foundation inspections, structural letters and drainage plans come from homeowners who call several firms. The text asks for the need and the city, and the request goes to the right person.
I am not in your profession, and that is fine
I will not pretend to know your field better than you do. What I know is the mechanics that break the same way everywhere: the call nobody answers, the follow-up that never happens, the appointment that slips. I fixed them in my own business.
Essential $499/month, or Growth $1,999/month with managed ads and Google profile. Prices in CAD, plus GST/HST. See both plans