Description

A cloud-hosted CRM built for structural engineers unifies all client records, project milestones, budgets, and communication logs on a single dashboard—no more juggling spreadsheets or email trails.

With drag-and-drop scope templates and role-based pricing, you can produce branded proposals and engagement letters in seconds, complete with e-signature fields. Interactive calendars and Gantt charts flag staffing conflicts, while a mobile app lets field engineers log time, photos, and inspection data in real time.

Version-controlled repositories keep CAD, BIM exports, and calculations secure and up to date, with browser-based mark-ups and electronic sign-off trails for PE stamps or permit submissions. Integrated time-tracking and expense tools feed live dashboards on burn rates and WIP, and one-click billing syncs with QuickBooks or Xero. Built-in QA checklists, license-expiry alerts, and audit-ready logs reduce risk, and SOC 2–compliant hosting with end-to-end encryption ensures your data is always protected.