VenesaCRM

VenesaCRM is a professional CRM built specifically for construction, home improvement, and service-based businesses. Manage your entire operation from one place — customers, projects, invoices, payments, contractors, and financial performance — all optimized for mobile use in the field. KEY FEATURES Customers & Projects • Full customer profiles with contacts, addresses, notes, and history • Multi-project tracking (Prime Contract, Change Orders, Upsells) • Custom statuses, project types, and lead sources • Map view of all jobs and team locations Sales & Estimates • Build branded estimates with line items, photos, and payment schedules • Send for e-signature and track views in real time • Convert approved estimates into projects with one tap Invoicing & Payments • Create and send professional invoices • Accept card, ACH, and financed payments • Automatic payment tracking and reconciliation • Real-time balance due and aging reports Financing Pipeline • Submit and track loan applications through funding • Lender stipulations, NTP gating, and aging alerts • Sync funded amounts directly to project cash flow Team & Commissions • Role-based permissions for owners, managers, reps, and office staff • Automatic commission calculations with splits and advances • Per-rep payout statements and clawback tracking Subcontractors & Expenses • Track sub invoices, approvals, and payments • Per-project cost tracking and profit reporting • Post-close clawback for late expenses Accounting & Reports • Live P&L by project, branch, and rep • Cash flow with bank matching and reconciliation • Sales funnel, lead source ROI, and team performance dashboards Built for Mobile • Native iOS experience designed for the field • Pull-to-refresh, swipe actions, and offline-friendly • Push notifications for approvals, payments, and mentions Secure & Multi-User • Bank-grade security with row-level permissions • Multi-branch support for growing companies • Role-based access so everyone sees only what they should VenesaCRM replaces the messy mix of spreadsheets, group chats, and disconnected tools — giving contractors one professional system to run and scale their business.