Audience - Builders

Read/watch time - 15 mins

Article contents - information on how to use the leads and client portal features to streamline your estimating process and coordinate your client management.

With Buildxact's leads and client management features you can manage your pre-sales process, from the first phone call through to winning the project and starting work.

Note: This functionality is only available on Buildxact's Pro and Teams plans.


  • Streamline your Pre-sales process - With the Leads functionality you can create a lead, nurture a new lead through the lead stages from qualifying to estimating, through to winning the work.

  • Gain visibility of your leads and what stage they are at in your pre-sales process.

  • Easily qualify your leads by capturing information such as project type and budget.

  • Keep track of your leads and any associated notes or documents in one place.

  • Create and manage multiple estimates for each of your leads to present the customer with multiple options easily.

Client Portal

  • Deliver exceptional customer service, keep your customers happy and engaged and improve lead conversion rates by creating a Client Portal for your customer’s projects.

  • Create a centralized place for accessing information by sharing documents, plans, quotes, variations, and invoices with your customer. 

  • Simplify communication and keep track of your conversations using the in-built messaging tool.

  • Share examples of previous work and collaborate with your customer throughout the initial design process.

  • Provide a way for customers/clients to access their documentation after the job is completed.

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