Clientility

Clientility – Contractor CRM That Actually Works for You Clientility is an all-in-one CRM designed specifically for contractors, tradespeople, and service professionals who want to streamline their operations, impress their clients, and stay in control of their business—from anywhere. Whether you’re creating estimates on-site, managing active jobs, sending invoices, or tracking your team’s tasks, Clientility brings it all together in one simple, powerful app. Key Features: Job & Lead Management Track every job from first contact to final invoice. See upcoming jobs, deadlines, and revenue at a glance. Quickly create new jobs and assign them to team members or contractors. Estimates That Close Faster Build professional estimates directly in the app. Add services, materials, markups, and optional line items. Send them to clients instantly for approval. Get notified when they’re viewed or signed. Invoices & Payments Turn approved estimates into invoices with one tap. Send invoices automatically or manually, and keep track of what’s been paid and what’s outstanding. Client Communication Keep your clients in the loop with automatic updates, branded emails, and status notifications. Clients can approve estimates, sign contracts, and view invoices in their secure portal. Team & Task Coordination Assign tasks, manage job progress, and stay in sync with your team. Whether you’re a solo contractor or managing a crew, Clientility keeps everyone on the same page. Calendar Sync Automatically sync your jobs and events with Google Calendar or Outlook. Stay organized with built-in scheduling that fits into your existing workflow. QuickBooks Integration Save time on bookkeeping. Clientility connects with QuickBooks to sync clients, invoices, and payments, keeping your records accurate and up to date. Mobile-First Design Built natively for mobile, Clientility is optimized for contractors on the go. It’s fast, responsive, and built for real-world jobsite conditions. Why Clientility? Unlike generic CRM tools, Clientility is built for the way contractors actually work. No fluff, no bloat—just the tools you need to send estimates, win jobs, get paid, and stay organized. We built Clientility to help you focus less on admin work and more on getting the job done. Who It’s For: • General contractors • HVAC, plumbing, and electrical pros • Handypeople, painters, landscapers • Cleaning crews and mobile service businesses • Any contractor who wants to simplify operations and look more professional Download Clientility today and take control of your business—from first quote to final invoice.