CUSTOMER RELATIONSHIP MANAGEMENT

CUSTOMER RELATIONSHIP MANAGEMENT

Stay Organized and Streamline Your Business.

Stay Organized and Streamline Your Business.

CUSTOMER RELATIONSHIP MANAGEMENT

Stay Organized and Streamline Your Business.

Save contacts, log notes, reference projects, and access from anywhere.

Save contacts, log notes, reference projects, and access from anywhere.

Save contacts, log notes, reference projects, and access from anywhere.

CONTACTS

CONTACTS

CONTACTS

Store contacts, locations, and notes in one place.

Store contacts, locations, and notes in one place.

Store contacts, locations, and notes in one place.

Search, Tag & Filter Contacts

Search customers, vendors, and subs to quickly access their contact information and other related notes.

Search, Tag & Filter Contacts

Search customers, vendors, and subs to quickly access their contact information and other related notes.

Search, Tag & Filter Contacts

Search customers, vendors, and subs to quickly access their contact information and other related notes.

Log Recent Activity

Allow you and your team to add and reference notes and other recent activity on any contact.

Log Recent Activity

Allow you and your team to add and reference notes and other recent activity on any contact.

Log Recent Activity

Allow you and your team to add and reference notes and other recent activity on any contact.

Navigate With Ease

By adding contact locations, you can quickly navigate to job sites or vendor locations from your phone.

Navigate With Ease

By adding contact locations, you can quickly navigate to job sites or vendor locations from your phone.

Navigate With Ease

By adding contact locations, you can quickly navigate to job sites or vendor locations from your phone.

Link Contacts to Projects

Link contacts to projects and assign roles to stay organized and allow you to work more efficiently.

Link Contacts to Projects

Link contacts to projects and assign roles to stay organized and allow you to work more efficiently.

Link Contacts to Projects

Link contacts to projects and assign roles to stay organized and allow you to work more efficiently.

PROJECTS

PROJECTS

PROJECTS

Keep track of projects in any stage.

Keep track of projects in any stage.

Keep track of projects in any stage.

Utilize Project Boards

Quickly know where projects are at at all times with customizable project boards.

Utilize Project Boards

Quickly know where projects are at at all times with customizable project boards.

Utilize Project Boards

Quickly know where projects are at at all times with customizable project boards.

Customize Your Stages

Customize your boards with stages to match your business processes.

Customize Your Stages

Customize your boards with stages to match your business processes.

Customize Your Stages

Customize your boards with stages to match your business processes.

Drag and Drop

Create a war board of projects and drag to to keep track of where you projects are at.

Drag and Drop

Create a war board of projects and drag to to keep track of where you projects are at.

Drag and Drop

Create a war board of projects and drag to to keep track of where you projects are at.

Assign People to Projects

If you have multiple people on your team, assign people to projects for added ownership.

Assign People to Projects

If you have multiple people on your team, assign people to projects for added ownership.

Assign People to Projects

If you have multiple people on your team, assign people to projects for added ownership.

Ready to Build Like No One Else?

 Take your construction business to the next level!

Ready to Build Like No One Else?

 Take your construction business to the next level!

Ready to Build Like No One Else?

 Take your construction business to the next level!

How to Leverage Contacts in ConGenius

In this quick video, you'll see how ConGenius can organize your contacts and projects. Streamline your business so details don't slip through the cracks.

Frequently Asked Questions

Can’t find the answer you’re looking for? Email us at info@congenius.com.

Who is ConGenius for?

I have a big team, can I use ConGenius?

My trade isn’t listed above, is ConGenius for me?

Why ConGenius over other tools?

Who is ConGenius for?

I have a big team, can I use ConGenius?

My trade isn’t listed above, is ConGenius for me?

Why ConGenius over other tools?

Who is ConGenius for?

I have a big team, can I use ConGenius?

My trade isn’t listed above, is ConGenius for me?

Why ConGenius over other tools?

Who is ConGenius for?

I have a big team, can I use ConGenius?

My trade isn’t listed above, is ConGenius for me?

Why ConGenius over other tools?