Client Management CRM

Stay on top of your client relationships

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.

Simply describe your project and instantly receive a detailed, accurate estimate powered by local construction pricing data.Simply describe your project and instantly receive a detailed, accurate estimate powered by local construction pricing data.

How it works

Simply import your clients from your phone book or create a new client when you start an estimate. Handoff will keep your book of business organized.

Client pROFILEs

Create detailed 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.

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Create detailed client profilesCreate detailed client profiles
Customizable Estimates
Integrated CRM

Connect estimates & invoices

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.

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Activity tracking

Always know their status

Whenever a client approves a proposal or pays an invoice you will be notified in an instant. The. client's records will always be updated to show the latests statuses of their estimates and invoices.

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Instant access to full 
client estimate historyInstant access to full 
client estimate history

Handoff revolutionizes the construction and remodeling industry with its AI-driven estimating software

Handoff creates accurate estimates in seconds. You will finally have the time to start working on your business, not in your business.

Explore all features of Handoff

Handoff provides a complete toolkit to grow your remodeling business
10x faster without having to work 10x harder.

Client Management System

Instant AI Estimates

Handoff generates detailed estimates for residential construction projects in seconds.

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Winning AI Proposals
Create Proposals with AI

Winning AI Proposals

Our AI automatically generates winning proposals you can send to your client
with one click.

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Invoicing

Invoicing

Turn your proposal into invoices, request a deposit, and get paid by your clients quicker.

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Boost your business with Handoff

Start earning more revenue right away with Handoff, without spending a single penny upfront

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