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Create professional quotes in minutes. From lead capturing, quoting to closing a deal – everything you need in one smart platform. Save time, impress customers, and grow your business without the chaos.

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Core
Essentials for Getting Started
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25
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  • 🟢 CRM Functions
  • - Customer contact management
  • - Deal pipeline tracking
  • - Interaction history and notes
  • - Lead-to-client conversion tracking
  • 🟢 Cost templates and reusable estimate libraries
  • 🟢 Customer Database
  • - Centralized client profiles
  • - Search, filter, and segmentation tools
  • 🟢 Basic Project Setup
  • - Create and organize projects
  • - Associate customers with projects
  • 🟢 Quote Builder (Basic)
  • - Manual quote creation
  • - PDF export and basic template styling
  • 🟢 SMS Notification (Coming Soon!)
  • 🟢 Integrated AI Assistant ✨
Pro (Coming Soon)
Power Tools for Growing Teams
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  • ✓ Includes everything in Core, plus:
  • 🟢 Detailed Estimating & Takeoff Integration
  • - Line-item breakdowns
  • - Unit-based estimating
  • - Integration with digital takeoff tools for material quantities
  • 🟢 Project Management
  • - Task creation and assignment
  • - Project sections and milestones
  • - Timelines, scheduling, and Gantt views
  • - Time tracking and progress monitoring
  • - Internal team collaboration tools
  • 🟢 User Management
  • - User accounts and profiles
  • - Basic role permissions
  • 🟢 Email Integration
  • - Outbound email with template support
  • - Activity tracking
  • 🟢 3rd Party Integrations
  • - Accounting (e.g., QuickBooks, Xero)
  • - Cloud storage (e.g., Google Drive, Dropbox)
  • - Calendar and communication tools
Builder (Coming Soon)
Full Suite for High-Volume Builders
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  • ✓ Everything in Core and Pro, plus:
  • 🟢 Vendor Portal
  • - Invite and manage subcontractors and suppliers
  • - Marketplace for Trades and Suppliers leveraging Homeforge quoting to build budgets
  • - Secure portal access for quote submissions, schedules, and document uploads
  • - Status tracking and approval workflows
  • 🟢 Budgeting & Contracting
  • - AI Based Project Proforma generation based on templated Project types and Integrated Land Database.
  • - Project-wide budget tracking with real-time cost variance
  • - Contract creation and management through integrated sign off tools
  • - Change order workflows
  • - Payment schedule tracking and vendor payment logs
  • 🟢 Builder Sales Pipeline
  • - Tools to manage presale and spec unit inventory
  • - Lot/unit tracking by stage (available, reserved, sold)
  • - Sales process automation from lead to contract
  • - Integration with CRM for buyer journey visibility
  • 🟢 Advanced Project Management (Multi-Unit Focus)
  • - Support for multi-family, townhome, and single-family projects
  • - Parent-child project hierarchies
  • - Phase-based scheduling and resource allocation
  • - Cross-project reporting and dashboards