Discover the CRM features that will help your
business launch, thrive, or flourish!
Take Leads
Easily enter every lead taken from the phone, store, or any other source.
Easily enter every lead taken from the phone, store, or any other source.
- Automatic loop to keep your data entry fast and efficient
- Unlimited contacts, campaigns, and product type entries
- Auto-detection of duplicate entries
- Built-in Google Maps, and Zillow stats
My Tasks
Perform assigned tasks or fetch new tasks to do in one click.
Perform assigned tasks or fetch new tasks to do in one click.
- Template task networks, or build your own step-by-step task network
- Permission settings that allow you to assign tasks to specific employees
- Quickly filter results by task, employee, or product type
- Upload files to any task including contracts, permits, pictures, and more
Sales and Installation Management
Assign tasks or appointments to staff members from one page.
Assign tasks or appointments to staff members from one page.
- Quickly select outcomes to every task
- Automatic triggers to perform required tasks
- Auto-email notifications to your sales team
Company Snapshot
See what tasks are open and who needs to do them in seconds.
See what tasks are open and who needs to do them in seconds.
- Quickly view all activity by department
- Additional filters to help focus on task owner, product, and specific task
- Inherent links provided for quick reference of lead details, history, or task notes
Search Database
Findy any record in your database fast by site or contact name with one click.
Findy any record in your database fast by site or contact name with one click.
- Search fast, and view history and notes at a glance.
- Automatically loads top projects
- Simple sorting options
Commission Management
Manage your commission payments and view commission history faster and more accurate than ever.
Manage your commission payments and view commission history faster and more accurate than ever.
- View and adjust commission reports for any employee
- Fully customizable commission variables
- Streamline your payroll
Reporting
Create, manage, and view unlimited reports with customization.
Create, manage, and view unlimited reports with customization.
- Template reports included
- Easily build your own report modules
- Quick graphical presentation filters
- Track and measure your marketing efforts
Security Features
Your company data is completely secure when using InFocus. We have taken all the necessary steps to protect your valuable data and personal information. Please take a look at our security page to learn more.
Your company data is completely secure when using InFocus. We have taken all the necessary steps to protect your valuable data and personal information. Please take a look at our security page to learn more.
- 99.9% uptime service
- 256-bit SSL encryption
- 24x7 video surveillance monitoring
- Managed backup services
Coming Soon Features...
- Job Costing
- Accounts Receivable
- Enhanced Sales Appointment Calendar View
- iPhone App for the Sales Team
Already using a CRM?
No problem, we'll transfer your data at no cost! We can help
you save thousands of dollars by switching to InFocus today.
Try it for 30 days and discover how easy it is to manage your home improvement business.
