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Sales Support Plan

The Sales Support Plan gives contractors a clear, structured system for handling bids, estimates, and project management — without the paperwork chaos.

✅ Included with Essential Ops (EO) and Crewe Central (CC).

Our team manages every stage of the sales pipeline:

  • Reviewing plans and performing takeoffs

  • Preparing branded, professional estimates

  • Tracking quotes and follow-ups in Odoo CRM

  • Invoicing, Scheduling, Job Admin & Reputation Management

It’s the complete bridge between your sales process and your project delivery — helping you win more jobs while staying organized.

Start With Our Free Survey

$1500 One-Time Setup Fee 

5%/Sales

+ Plus

Monthly: $ 499.00

⚙️ What’s Included

Estimator reviews takeoff and prepares accurate construction estimate in Odoo CRM

1️⃣ Takeoff & Estimation Support

Accurate, branded estimates built on verified material takeoffs. Our takeoffs follow Procore Estimating Standards to ensure industry accuracy.

  • Blueprint review and digital quantity takeoffs

  • Labor and material breakdowns by trade

  • Estimate formatting in your company style

  • CRM-based tracking for revisions and approvals

👉 Related Service: Takeoff & Estimation Service

Estimator reviews takeoff and prepares accurate construction estimate in Odoo CRM

2️⃣ Quote Preparation & Client Follow-Up

Professional quote documents prepared and sent from your CRM.

  • Consistent branding and pricing presentation

  • Automated follow-ups to increase response rates

  • Client communication logged for transparency

👉 Related Service: Quote Preparation

Agent updates project status and tracking metrics for contractor jobs in Odoo CRM

3️⃣ Project Management & Job Admin Support

Every accepted estimate becomes a tracked project.

  • Job setup and scheduling inside Odoo CRM

  • Daily log templates and status updates

  • Permit, paperwork, and compliance management

👉 Related Service: Project Management Support

SupportCrewe owner reviews marketing performance and estimation trends with remote team

4️⃣ Marketing Insights & Growth Support

Your estimating activity is connected to your marketing and visibility data.

  • Identify which projects convert best

  • Align your bidding with local SEO performance

  • Light marketing coordination included

👉 Explore More: Marketing for Contractors

🌍 Coverage

The Sales Support Plan is available in all primary contractor markets:

Florida, Texas, New York, Georgia, North Carolina, Michigan, and Colorado

Local optimization and compliance support are tailored to your trade and location.


🧩 Integration

📲 Get Started

Winning more jobs starts with better systems.

Let our estimating and admin team keep your pipeline organized from quote to close.

Start With Our Survey