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Renovation CRM

Manage project requests, estimates, work orders, client notes, invoice status, portal communication, and email notifications from your own WordPress site.

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Keep longer projects and client communication connected

Renovation work involves more decisions, documents, milestones, updates, and customer questions. Centralize the operational record without the complexity of oversized construction software.

Project request intake

Capture rooms, goals, scope, property details, and client expectations.

Detailed estimates

Build line items and preserve document status beside the project record.

Progress communication

Keep notes, client messages, and relevant email notifications attached.

A clearer client experience through every project stage

Use the portal, documents, assignments, notes, and history to reduce repeated questions and lost updates.

Project and property details

Estimate and invoice line items

Team and subcontractor assignment

Internal and client-visible notes

Status and milestone communication

Searchable project history

A clearer path from request to completion

Inquiry

Receive the renovation request.

1

Discovery

Review details and customer goals.

2

Estimate

Prepare and update the quote.

3

Delivery

Assign work and record progress.

4

Completion

Invoice and preserve the project history.

5

What businesses ask before getting started

It is a focused CRM for smaller home renovation teams, not a full enterprise construction management platform.