Win More Work and Get Paid
Client Management
Every Client. Every Detail. Always Ready.
Keeping track of your clients shouldn’t require sticky notes, spreadsheets, or scattered emails.
Features
Know Your Numbers
Helps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouWin More Work and Get Paid
Helps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales Psychology & Strategy (ISPS)Client ManagementAutomated InvoicingRun Profitable Projects
Helps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersFull Mobile App and Time tracking
Helps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingTraining and Support
Helps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportFeatures
Know Your Numbers
Helps users gain financial clarity and confidence in their pricing and decisions.
Profit Genie Budgeting EngineProject Budgeting & Material OrderingEfficiency CalculatorHow Current Pricing Models are Failing YouWin More Work and Get Paid
Helps users close more deals with better sales tools and proposal systems.
Automated Proposal BuilderCustomizable Proposal PackagesIntegrated Sales Psychology & Strategy (ISPS)Client ManagementAutomated InvoicingRun Profitable Projects
Helps users manage the day-to-day work in a way that protects their margins.
Change Order ManagementCrew & Labor ManagementSmart Calendar SchedulingSubcontractor ManagementMaterial CatalogEquipment CatalogProject FoldersFull Mobile App and Time tracking
Helps users accurately log labor, track time, and get paid on time.
GPS-Stamped Time Tracking (Mobile App)Unbillable Labor TrackingTraining and Support
Helps users learn, get answers, and make the most of the platform.
In-App Video Walkthroughs on Every PageU.S. Based Phone, Chat & Email SupportBook a Demo
What Is Client Management?
Elevation Advisor’s Client Management system gives you a clean, centralized place to store and access everything you need to manage your customer relationships, before, during, and after the job.
You can add clients individually or import them in bulk using a CSV template. Each profile includes full contact info, project history, and even multiple property addresses. Once a client is in your system, they’re available everywhere, proposals, scheduling, invoicing, and reporting.
Need to manage multiple properties for a single client? No problem. You can store and label them all under one profile, making it easy to handle repeat business or multi-site projects.
Whether you’re following up on a lead, preparing a proposal, or reviewing past work, everything you need is right at your fingertips.
Why Contractors Trust Elevation Advisor’s Client Management
Every Client in One Place
Full name, phone, email, addresses, project history, it’s all organized, searchable, and accessible in seconds.
Built for Repeat Business
Manage multiple properties under one client. Track past jobs. Reuse proposal templates. Turn one-time customers into lifelong clients.
Fast, Flexible, and Field-Ready
Search by name or address. Edit on the fly. Export your list for marketing or reporting. Everything stays synced across your team.
More Than a Database, It’s a Relationship Tool
Client Management helps you stay organized, look professional, and deliver a more personalized experience, every time.
