One client record from first call to final invoice.
Generic CRMs track people. Contractors work on buildings. Menaia links every client to their properties and every property to its projects, so nobody re-asks a question the office already answered.
A client is three records, linked.
Client, property, project. The client holds the people. The property holds the building. The project holds the work. Menaia keeps the wiring between them so context never gets lost in a text thread.
- Primary and secondary contacts, so a spouse or property manager sits on the same record.
- A client-since date, and the full project history for every property they own.
- Per-project contact overrides that never overwrite the client record.
The people, their contacts, and every property and project on the account.
Type, stories, parking, hazards, occupancy, special instructions.
The estimate, inspection, proposal, job and invoices for one piece of work.
Crews know the house before they knock.
A property record carries what the crew actually needs: how many stories, where to park, whether the house is occupied, what the hazards are, and the note about the dog. That information is captured once, at the estimate, and it shows up on every job at that address afterward.
House, duplex, commercial, and how many stories the crew is climbing.
Where the truck goes and how far the hose has to run.
The panel, the crawl space, the dog. Read before arrival.
Occupied or vacant, and the access note that goes with it.
Leads convert themselves into clients.
Publish a lead activity and the client, property and project are created with the lead data carried over. Nothing gets retyped, and the source conversation rides along.
It starts one step earlier in lead tracking, where the message first lands.
Questions owners ask
Can one client have several properties?
Yes. A client holds the people; each property they own is its own record with its own projects, so a landlord with twelve buildings is one client and twelve properties.
What lives under a project?
The estimate, the inspection, the proposal, the job, the invoices and the media, all on one project tied to one property. Nothing floats loose in a thread.
How does a lead become a client?
Publish a lead activity and Menaia creates the client, the property and the project from the lead data. The whole conversation stays attached.
Can I find a client by phone or email?
Search by name, email or phone and land on the client, then step down to any property, project or invoice on the account.
See it on your own numbers.
Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.
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