Find the right contact
Keep contact details, roles, billing addresses, and notes in one record.
Client management
Find every client’s details in one place.
Open their contacts, estimates, signed documents, and linked projects.
Sample project
Swipe sideways to explore.
Find the right information during the conversation.
See the agreed scope
Open the client’s estimates and signed PDFs during a conversation.
Follow the work into the project
Find linked projects and, when connected, QuickBooks billing details.
An example on the job
A client asks about agreed scope
Open the client record to find the signed estimate and the project it belongs to.
A practical home for client information
Manage contacts and project relationships, with QuickBooks financial details available for linked customers.
See the feature details
- Company and individual client records
- Prospect, active, inactive, and archived status tracking
- Search names, contact details, and tags; filter by status and type; see QuickBooks linked status
- Billing address, preferred communication, notes, website, industry, lead source, risk flag, and tags
- Multiple contacts with role, email, phone, notes, and primary-contact control
- Linked estimates, linked projects, signed estimate PDFs, and QuickBooks-backed financials
Talk about your next project
Request early access to BuildMarX.
Tell us about your team and the projects you manage. We’ll contact you to discuss availability and setup.
BuildMarX is in development. Access requests are reviewed by the team before a workspace is set up.
Have a question first? Read the FAQ.