VenesaCRM

VenesaCRM is a professional CRM built specifically for construction, home improvement, and service-based businesses.

Manage your entire operation from one place — customers, projects, invoices, payments, contractors, and financial performance — all optimized for mobile use in the field.

KEY FEATURES

Customers & Projects
• Full customer profiles with contacts, addresses, notes, and history
• Multi-project tracking (Prime Contract, Change Orders, Upsells)
• Custom statuses, project types, and lead sources
• Map view of all jobs and team locations

Sales & Estimates
• Build branded estimates with line items, photos, and payment schedules
• Send for e-signature and track views in real time
• Convert approved estimates into projects with one tap

Invoicing & Payments
• Create and send professional invoices
• Accept card, ACH, and financed payments
• Automatic payment tracking and reconciliation
• Real-time balance due and aging reports

Financing Pipeline
• Submit and track loan applications through funding
• Lender stipulations, NTP gating, and aging alerts
• Sync funded amounts directly to project cash flow

Team & Commissions
• Role-based permissions for owners, managers, reps, and office staff
• Automatic commission calculations with splits and advances
• Per-rep payout statements and clawback tracking

Subcontractors & Expenses
• Track sub invoices, approvals, and payments
• Per-project cost tracking and profit reporting
• Post-close clawback for late expenses

Accounting & Reports
• Live P&L by project, branch, and rep
• Cash flow with bank matching and reconciliation
• Sales funnel, lead source ROI, and team performance dashboards

Built for Mobile
• Native iOS experience designed for the field
• Pull-to-refresh, swipe actions, and offline-friendly
• Push notifications for approvals, payments, and mentions

Secure & Multi-User
• Bank-grade security with row-level permissions
• Multi-branch support for growing companies
• Role-based access so everyone sees only what they should

VenesaCRM replaces the messy mix of spreadsheets, group chats, and disconnected tools — giving contractors one professional system to run and scale their business.