Keep the next conversation connected.
Connect customer history, researched accounts, configurable pipelines, and the next follow-up.
Included in ABS Platform · $99/month · Guided onboarding optional
Inside the workspace
CRM & customers, in context.
- Review company and contact evidence, then assign an account owner.
- Configure pipeline stages and required details; record the next follow-up.
- Follow customer activity across estimates, jobs, projects, and billing.
Includes pipeline configuration, forecast snapshots, duplicate review, and account relationships. Research providers and approved outreach require separate setup and usage authorization. Customer mailbox and calendar sync are not currently included.
Early access: we confirm capabilities, required connections, and workspace readiness before billing.
Start with one useful workflow.
All supported core modules share one subscription. We confirm fit and readiness before billing; you choose self-guided setup or optional hands-on help.
Estimating & takeoff
Upload bid documents, measure quantities, and build an itemized estimate with costs you control.
Explore workflow ↗Project management
Connect customer work to assigned tasks, dependencies, shared evidence, and project costs.
Explore workflow ↗Field operations
Give assigned technicians job context, guided photos, and a clear way to report completed work.
Explore workflow ↗