CorelentraBooks
Automate contractor sales from contact form lead capture to digital quote signing and instant invoice generation. Track deals in a unified CRM with zero manual data re-entry.
Transform website contact form inquiries into signed contracts and paid invoices automatically. Corelentra Books unifies lead capture, instant quote generation, written digital signatures, and automatic deposit billing into a single seamless pipeline.
White-labeled Client Portal where customers review quotes, leave written feedback, and digitally sign agreements
Traditional contracting workflows require sales reps to manually transfer lead data across three different applications, leading to dropped communications and delayed proposals. Corelentra eliminates data entry entirely with an automated 6-stage lifecycle:
Potential clients visit your website and fill out your branded contact form. Customers enter their contact information, project location, scope notes, and optionally trace their property boundary on the satellite map widget.
The moment the form is submitted, Corelentra logs a New Lead in your CRM dashboard. The customer's property measurement drawing PDF and scope details are automatically attached to their lead card.
Sales personnel review the incoming lead notes and measurement drawing, select a material style preset, and click Create Quote. Corelentra populates item prices, linear footage totals, and deposit terms in seconds.
The customer receives an automated email and SMS containing a secure token link (view.php?token=...) to open their branded proposal portal online without needing to remember passwords.
The customer reviews item line pricing, writes questions or project instructions directly on the quote, and digitally signs acceptance. The portal logs the signer's full name, IP address, and timestamp for legal compliance.
As soon as the digital signature is submitted, Corelentra automatically flags the quote status as Invoiced, generates a formal client invoice, and emails the customer an online credit card payment link for their required deposit!
Studies in contractor sales show that 78% of homeowners buy from the first contractor who delivers a professional, legally binding proposal. By giving clients an interactive portal where they can approve estimates, sign digitally, and pay deposits online immediately, you eliminate friction and close deals before your competitors even schedule an initial site visit.
Automating the lead-to-quote cycle provides immediate bookkeeping benefits by synchronizing contract values with accounts receivable from minute one. Legally binding digital signatures protect your revenue from customer payment disputes and scope creep. Automatic deposit invoicing ensures initial project materials are funded by client deposits rather than company cash reserves, safeguarding working capital. Streamlining lead acquisition frees up your administration staff to focus on customer service, allowing your contracting company to scale project volume effortlessly.
| Feature Capability | Corelentra Books | Traditional CRM's |
|---|---|---|
| All-in-One CRM & Invoicing | Included (Built-in) | Included |
| Customer Portals | Included (Basic Tier) | Requires Paid Sync Tool |
| Android IOS Apple Apps | Included (Basic Tier) | Sometimes Provided |
| Card Payment Portal | Included (requires Square or Stripe Connection) (Basic Tier) |
Requires Add-ons |
| Secure Subcontractor & Vendor Portals | Included (With E-Signing) | Requires 3rd Party App |
| Secure Customer & Vendor Portals | Included (With E-Signing & Payments) | Requires 3rd Party App |
| Dynamic Materials Calculator | Included (With Custom Formulas) (Advanced Tier) | Not Available |
| Timesheets & Payroll Logs | High Monthly Fee Per Employee | |
| Scheduling & Calendar Sync | Included (Advanced Tier) | Requires Paid Sync Tool or Add-Ons |
| E-Commerce WooCommerce Sync | Included (Premium Tier) | Requires Paid Sync Tool |
| Map Measuring Tool Admin & Contact Forms | Included (Premium Tier) | Requires Paid Sync Tool
Requires Additional outsourced subscription |