The project
A contractor who rents a CRM only has its data while the subscription runs. We built one the contractor owns. Every brand element, from the company name and logo to license numbers and PDF output, loads from a single settings record, so the same software re-skins for a different company.
What we built
- Pipeline, jobs, estimates with e-signature, and invoicing
- Permits, materials, calendar and reports modules
- A homeowner portal
- Onboarding imports from CompanyCam and CSV files
- Integrations with Gmail, Google Drive and QuickBooks
- Single sign-on to the field-photo and roof-measurement apps
Built with
- Python and Flask
- SQLite and Postgres
- Jinja templates
- Render hosting
The CRM is a logged-in application, so it is described here rather than linked. AccuLynx and CompanyCam are trademarks of their respective owners, referenced for compatibility and comparison only; Collaborative Concept is not affiliated with either.
