Every lead in one place
Website forms, calls, referrals, ads and model home visits land in one list, tagged with where they came from and what they want to build.
Leads in one app, estimates in a spreadsheet, the schedule in another tool, and change orders in a text thread. We rebuild the whole operation as one system your company owns.
Already have a complete written plan? Skip the audit and get $1,500 off your first build invoice. If the plan has gaps, we finish it in the Systems Audit instead. Full breakdown on the cost page.
Built for how your company already runs: your phases, your crews, your trades and your paperwork. Start with one part or rebuild all of it.
Website forms, calls, referrals, ads and model home visits land in one list, tagged with where they came from and what they want to build.
Estimates built from your own price book and templates, sent as a proposal, signed online and filed on the job.
Phases, crews, subs, deliveries and inspections on one schedule. When a date moves, the people it affects get told.
Change orders priced, signed and added to the contract before the work. Buyer selections go straight to the trades who need them.
Deposits, draw requests and invoices tied to the job, with costs against the budget as they happen, synced to QuickBooks.
Clients log in to see progress photos, the schedule, selections still due and what they owe, instead of calling the super.
Leads, jobs in progress, schedule slips, margins and money coming in, on your phone.
After a call or site visit, AI writes the notes onto the job and drafts the follow-up. New leads get sorted by project type and budget. A person always decides what gets sent. See AI and automation.
Some tools are worth keeping. We connect them instead of rebuilding them:
Paying for a big platform you only half use? See how we replace your software.
An example of a typical setup we see, not a specific client. Every builder's tools are a little different; the Systems Audit maps yours.
| The job | Before: separate apps | After: one system |
|---|---|---|
| New leads | Website emails, voicemails and a notebook | One list, sent to the right salesperson |
| Estimates | Spreadsheets, retyped into a contract | Built from your price book, signed online |
| Schedule | A scheduling app plus texts to subs | One schedule; subs get their dates and changes |
| Change orders | Agreed on site, billed later or never | Priced and signed before the work |
| Client updates | Calls to the super | A portal with photos, schedule and selections |
| Job costs | Found in QuickBooks after the fact | Costs against budget as they happen |
If you're a small crew and an off-the-shelf construction app does what you need, keep it. Custom makes sense when you pay per user for several apps, retype jobs between them, or run key parts of the business from spreadsheets. The Systems Audit tells you which side you're on. Already on Salesforce or HubSpot? See fix it or leave it.
Synergy Digital Apps builds custom business software. We run our own company on software we built: our clients log in to the SDL Portal, and the owner runs the business from a phone dashboard.
We meet East Tennessee builders in person, from Knoxville and Maryville to Oak Ridge, and build for builders and contractors anywhere in the US remotely.
A construction CRM or client portal starts at $7,500. A full builder platform with leads, estimates, scheduling, change orders, draws and portals starts at $25,000 and is built and paid in parts. Care plans start at $399 a month. The $1,500 Systems Audit is credited in full if you go ahead, or you can skip it with a complete written plan and get $1,500 off your first build invoice.
Not for every builder. A small crew happy with its app should keep it. Custom wins when you pay per user for several apps that don't talk, need your own phases, estimates or draw process, or keep running the business from spreadsheets because the app can't do it.
Yes. Change orders are priced, signed and added to the contract before the work, and the budget updates. Buyer selections are tracked with their deadlines and sent to the trades who need them.
Yes. Crews and subs see only their own jobs and dates on their phones, and get a text when something changes. They don't need a paid seat.
Yes. Invoices, payments and job costs sync to QuickBooks, so nobody types them twice. We connect other accounting tools too.
Yes. We export your clients, jobs, documents and history, map each field, and import them, then check the counts against the old system. Both run side by side until your team is ready.
It depends on how much we rebuild. The Systems Audit gives you an estimated timeline for each part, and each part has a halfway checkpoint where you see working software. Have a hard deadline? We can expedite to meet it. Rush pricing depends on the size of the build and how fast you need it, and a rush leaves less time for testing.
Yes. The code, the data and the hosting accounts are in your name. There is no per-seat fee to us and no lock-in. If you ever want another developer to take over, they get everything.
The Systems Audit maps every app your office, supers and crews use, what it costs, and what to keep, connect or rebuild. $1,500, credited to your build.
Marcos took the time to help us put together a clear plan for our mobile detailing business, SN Elite. We’ve been trying to figure out our next steps, and having someone walk through things with us made a big difference. He’s great at communicating and explaining things in a way that’s easy to understand. We left the conversation with a better idea of what to focus on and where to go from here. Really appreciate his time and guidance. If you’re a business owner needing direction, I’d recommend reaching out to Marcos at Synergy Digital Lab!
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