Client Management CRM
Keep your client relationships organized with our intuitive CRM. Collect client contact information, track their projects by status, and stay on top of your book of business.
Handoff gives you the tools to respond faster, look more professional, and protect your margins on every job.
Turn 3 hour estimates into 20-minute work using real contractor data, not guesswork, with your pricing rules baked right in.
Capture walkthrough details automatically and respond same-day. Automated follow-up keeps leads warm so you never lose a good prospect.
Send professional proposals instantly, know exactly when clients view them and keep leads moving with automated follow-up that actually works.
Handoff has turned 3-hour estimates into 20-minute estimates ... I give a project scope, any plans and pictures, and it creates the entire estimate for me.
— Benjamin B.
Acting Construction Manager • G2 review
Used by thousands of construction businesses like yours:
Client Profiles
With Handoff you can create new clients or upload existing clients from your phone book. Add their name, phone, email, and address to keep track of their most important details.
Integrated CRM
Your estimates and invoices will be linked to clients in your CRM. This means that you can see a complete record of work that has been done for a certain client as well as status of their ongoing projects.
Activity tracking
Whenever a client approves a proposal or pays an invoice you will be notified in an instant. The client records will always be updated to show the latest statuses of their estimates and invoices.
Everything you need to know about the product and billing.
See how modern contractors are getting more projects by going from walkthrough to signing contracts in record time with a trained AI team member.
