Track customers, real estate agents, and properties in one place. Build relationships that drive referrals. Know every client's history before you walk through the door.
All Contacts in One Place
That agent who sent you 10 inspections last year? Do you even remember their name?
Client info in your phone, agent contacts in email, property addresses on sticky notes. When you need something, you can't find it.
"Have I inspected for this agent before?" You can't remember, and you don't have time to search through old emails.
Agents who could send you business don't remember you because you never followed up. Referrals go to inspectors who stay in touch.
All your customers, agents, and properties in one searchable database. Type a name and see their complete history - every inspection, every property, every interaction. Know who your best referral sources are.
Not generic sales software - tools designed for how inspection businesses actually work.
Track real estate agents separately. See their referral history. Know who deserves a thank-you or follow-up.
Every property you've inspected is logged. Returning to a property? Pull up the previous report instantly.
Reports, agreements, invoices - all linked to each client record.
Add private notes to any contact. Set reminders for follow-ups that pop up on your dashboard.
Tag contacts as VIP, commercial, residential, radon - however you want to organize them.
See which sources bring the most business. Invest in relationships that actually pay off.
Real estate agents are your best referral source. Our CRM helps you nurture those relationships with complete visibility into your history with each agent.
Customers access their reports, agreements, and invoices through a branded portal. No more emailing documents back and forth. Clients log in and get what they need.
We know that agent relationships make or break an inspection business. Our CRM focuses on what actually matters - tracking referral sources and maintaining relationships that drive business.
Know your customers. Track your referrals. Grow your business. Free 14-day trial, no credit card required.