PRE-SALE WORKFLOW
Tools that turn prospects into projects
Successful pros know that closing new business requires great communication and prompt, professional estimates and proposals
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BETTER LEAD MANAGEMENT
Turn more leads into jobs
Grow your business with better lead management. Easily manage follow-up, schedule meetings, and share files. Convert leads into projects with a click.
“With the CRM, you don't forget to follow up with leads and you can see status. It's a great feature.”
Sheeja Nair, Raashi Design
Manage all your leads
Easily import leads from any source to organize and simplify communication with prospects
Know when to follow-up
Move leads through stages to see at a glance when it’s time to reach out with next steps
Schedule meetings
Integrate your calendar to easily schedule meetings and host video calls
Share files
From contracts to inspiration, we centralize your file sharing and make everything look professional
ESTIMATES
Create estimates in minutes with project templates & local cost data
Accurate estimates win more bids, and Houzz Pro helps you create them fast, so clients can approve them on their mobile devices.
ESTIMATES
The best tools make your life easier
Get powerful features that will simplify your estimation process
Start with templates
Use our templates for popular projects. Use the project zip code to generate accurate estimates you can customize and save
Set markups & taxes
We make it easy to create estimates that work for your business. Easily add the markups and local taxes you need to include
Use local labor & materials data
Access our library of local labor and materials to save time and keep your bids competitive
Track approvals
Send your professionally branded estimate to the client and let them approve from any device, and with an esignature
PROPOSALS
Fast, professional proposals
Create and send beautifully branded proposals including product images in minutes. Let your clients review and approve online. Pull products from your custom sourcing library.
Proposals that put you in the driver’s seat
Proposals that put you in the driver’s seat
Showcase your brand
PRODUCT & MATERIALS LIBRARY
A powerful database at your fingertips
Create estimates with current, local material and labor costs. Build your own sourcing library and make your design proposals a breeze.