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MEASURE SQUARE CRM

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Sales Essential 
 

Per User Per Annum / Minimum 5 Users

$1300.00 

User Per

Annual

$6500.00

5 Users Per Annum

Key capabilities include:

  • Integrated With MeasureSquare Products

  • Sales Leads And Pipelines

  • Quote, PO, WO, Invoice Tracking

  • Task

  • QuickBooks Online/Xero, Gmail/Outlook Integration (*)

  • Storage Space 50G

  • Dedicated Customer Success Rep

  • Setup And Implementation $1500.00

Contractor PRO
 

Per User Per Annum / Minimum 5 Users

$1900.00 

User Per

Annual

$9500.00

5 Users Per Annum

Key capabilities include:

  • All Sales Essential Features, Plus

  • Vendor Pricing Request Tracking

  • Bid Proposals

  • Custom Bid Templates

  • Install Scheduling

  • Storage Space 200G

  • Setup/Implementation $3100.00

Contractor Complete

Per User Per Annum / Minimum 5 Users

$2850.00

User Per

Annual

$14250.00

5 Users Per Annum

Key capabilities include:

  • All Contractor Pro Features, Plus

  • Change Order Tracking

  • Job Costing (Schedule Of Values)

  • Jobsite Production Tracking (JobTrakr)

  • Storage Limit 1000G

  • Setup And Implementation $4750.00

Features
SALES ESSENTIAL
CONTRACTOR PRO
CONTRACTOR COMPLETE
MeasureSquare takeoff estimate integration
Y
Y
Y
QuickBooks Online/Xero, Gmail/Outlook integration (*) Enable our system to send out emails using your email address so that any conversations that you have related to a project are kept in one place.
Y
Y
Y
Leads, Contacts, Accounts, JobsTrack your entire sales and production process from lead to close out in one place. Our system will keep everything from project documents and notes to email threads and financials all in one space.
Y
Y
Y
Diagrams, quotes, PO, WO, invoicesCreate, send, and manage your project-related documents in one place.
Y
Y
Y
Product price booksOur system will manage all of your competing product prices by creating price books from excel/csv files that you upload from your vendors.
Y
Y
Y
Subcontractors, VendorsTrack all of the subcontracted installers and vendors that you work with in our system with a single source easy to manage contact book.
Y
Y
Y
Installation Scheduling
Y
Y
Supplier Price Request Tracking With access to all of your takeoff quantities, send out emails to your suppliers to request project specific pricing. Track of price expiration dates and link you back to any emails related to product pricing.
Y
Y
Bid proposal creation
Y
Y
Change Order TrackingTrack and manage project adjustments efficiently with real-time Change Order Tracking.
Y
Job Costing With your quotes, order forms, and change orders all in one place - we can build progress billing documents in minutes, allowing you to complete AIA billing forms with a few button clicks.
Y
Jobsite completion trackingGain access to our JobTrakr app that gives your office team live updates on job completion and moisture testing with site photos and job reporting.
Y
API and workflow integration
Y
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Training Options

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On-Boarding Starter Kit
 

With Assigned Implementation Trainer

$1500.00
Free Udemy Training Course
 
$0.00
Onsite Training
 
$5000.00

Including Trainer - Travel - Accommodation 

Good for small groups with trail experience
Modular self paced online courses
Good for Commercial Groups 
Up to 4 custom lead sessions
Access to over 500 YouTube Training Videos
Hands on Training & Exercises 
1 - 5 Participants only
Access to hundreds of how to FAQ via MeasureSquare Knowledge Base
Requirements: Laptop or Desktop with Mouse
Great for Retail & Commercial 
Access to MeasureSquare Support Portal
Best for 5 - 10 Participants per class
Learn More
Learn More
Learn More
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